The Automatic Restore function immediately restores a customer from hotline or suspend when a payment, adjustment or deferred payment plan is submitted, rather than waiting for the Collections Processing job to run again.
The system recognizes the fact that a Deferred Payment Plan, payment, or adjustment has been added or updated, and checks the following before running the workbook selected in the configuration screen:
Automatic restores must be enabled (via the Treatment Configuration screen).
A workbook must be specified for Automatic Restores.
The option to restore on addition of Deferred Payment Plan must be enabled if adding/updating a deferred payment plan. Similarly, the option to restore on addition of payment/adjustment must be enabled if adding/updating a payment/adjustment.
For payments and adjustments, the payment/adjustment must NOT be blocked.
For payments and adjustments, the addition of the payment or adjustment must cover the balance amount selected in the Automatic Restore Options window. This can be either the entire balance on the account (including the amount invoiced but not yet past due), or the past due balance on the account. Unbilled usage is NOT included in either option.
For deferred payment plans, the Promise To Pay date (on the deferred payment plan) must NOT be before today.
The customer must not be disconnected.
The customer must either be hotlined/suspended, or have a submitted Hotline Account action in the treatment queue. The reason for the hotline/suspend or the order type of the hotline/suspend must be one of the reasons/order types selected in the Treatment Configuration screen.
When these requirements are satisfied, the specified workbook is run on the customer in question. The workbook is run only when the payment/adjustment/deferred payment plan is added or updated. The workbook must have been configured to create the restore order for the customer to be restored.
To configure Automatic Restore:
Click the ellipsis button
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. This opens the Automatic Restore Options form. 
From the Automatic Restore Options window you can specify the conditions under which a workbook can be immediately run to restore a service. Use the following information to configure the Automatic Restore Options.Enable Automatic Restore - You can set up and save the options without enabling the functionality until a later date. Checking the Enable Automatic Restore check box tells the system to begin using the associated Workbook and the automatic restore options to restore customers' services.
You can configure the Automatic Restore Options prior to the day you want to start the Automatic Restore feature: configure the Automatic Restore Options, but do not check the Enable Automatic Restore check box until the day you want to start the functionality.
Use Service Level Change Reasons - version 19.11 provided the ability for workbooks to create Orders in the Orders web application for disconnecting, hotlining/redirecting, suspending or restoring an account, rather than using billing orders. However, the Orders created were not adding account-level change reasons to customer accounts which is necessary for auto-restore to work correctly. The Use Service Level Change Reasons option ignores the suspend reason at the customer level and makes sure there is at least one service with an eligible reason before invoking the workbook action.
Workbook Run Options
Workbook - The Workbook field displays the name of the Collections Workbook you want the system to use for the Automatic Restore function. The Workbook list includes only "collections workbook" types. Click the down arrow and select the appropriate collections workbook.
Run when adding a deferred payment plan - Checking Run when adding a deferred payment plan instructs the workbook to run when a payment plan is added or updated.
Run when adding a payment or adjustment - Checking Run when adding a payment or adjustment instructs the workbook to run when a payment or adjustment is added or updated.
Included Suspend Reasons - The reason the customer was suspended must be checked in the Included Suspend Reasons list for the Automatic Restore to take place.
Included Suspend Order Types - The type of order used when the customer was suspended must be checked in the Included Suspend Order Types list for the Automatic Restore to take place.
Included Hotline Reasons - The reason the customer was hotlined must be checked in the Included Hotline Reasons list for the Automatic Restore to take place.
Included Hotline Order Types - The type of order used when the customer was hotlined must be checked in the Included Hotline Order Types list for the Automatic Restore to take place.