Use

When posting a broker report, activities can be executed linked to posting an item.

You can also execute activities before posting .

Prerequisites

Define activities in the Implementation Guide and assign a clarification code . You also define whether activities are executed before or during posting.  Collections/Disbursements Broker Collections Settings for Broker Report Clarification and Configure Clarification Codes .

Features

You can implement further activities (correspondence creation, note to the policy management or commission system, for example) in the project and define them in Customizing.

Pressing the Activities history button in broker report processing provides you with an overview of the activities executed for a report item.