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Finance Type Unavailable Due to Targeting Restrictions

How to add a finance type that is unavailable in Enerflo due to product targeting restrictions, and how to refresh finance system hints after the installer updates targeting rules.

Written by Enerflo Support
Updated over a week ago

If a lender cannot be selected during proposal creation and an error indicates that the lender is unavailable due to targeting restrictions, this means the installer has configured product targeting rules that exclude the sales organization from using that financier.

If the sales organization believes this restriction was applied in error, they should contact the installer. The installer can update their product targeting rules to permit access to the lender.

Please note that any updates to product targeting apply only to new proposals. A new proposal must be created for the lender to become available after changes are made. Additionally, if no proposals currently exist, finance system hints may need to be refreshed.

Finance system hints are automatically re-run and updated when changes are made to the consumption profile. Making a small adjustment (such as increasing or decreasing consumption or bill amounts by one unit) and then saving will update the hint system, updating the available lenders at proposal creation.

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