Pulled from the ERP at startup and hourly after that. Only active accounts are offered when coding; a closed one still resolves for a line already coded to it.

A payer taking 2% off every line is exercising payment terms, not short-paying. The invoice is settled at its full amount and the discount posts here. Until a payer has an account, its discounts are still recorded on the application but have nowhere to post, and the line says so.

Matched against the reason a payer prints on a deduction line — longest pattern wins. The account is what gets suggested when coding that line. Claim expected says whether a customer feedback record should exist for it: contract programs never have one, and flagging them would put a dozen false exceptions in front of you every week.