Reviewing Collector Actions
When you contact a customer to discuss an overdue account or payment for a specific transaction, you enter a specific call action. Call actions indicate whether an issue has been resolved or requires further follow-up activity. You can view items that require further collection activity in the Scheduler window.
The Scheduler window lists the follow-up date, the recommended collection action, and the customer to contact.
Prerequisites
To review scheduler actions:
1. Navigate to the Scheduler window.
2. To limit your display to specific accounts, enter selection criteria. For example, enter a Collector name, or a range of Call Actions, Follow-Up Dates, Customer Names, or Transaction Numbers to select only those accounts. Leave a field blank if you do not want to limit the search to accounts matching that criteria.
4. To record another call to a customer, select the account, then choose Call. See: Customer Calls.
To view detailed information about a transaction, select the account, then choose Transaction Overview.
To view a list of a transactions for a customer account, select the account, then choose Account Details. See: Viewing Transactions.
Completing a Collection Action
When a collection issue has been resolved, you can indicate that it requires no further follow-up activity by marking it 'Complete.' You can complete a collection action in either the Scheduler or the Call Topics window.
Prerequisites
To complete a collection action:
1. Navigate to the Scheduler window.
2. To limit your display to specific accounts, enter selection criteria. For example, enter a Collector name, or a range of Call Actions, Follow-Up Dates, Customer Names, or Transaction Numbers to select only those accounts. Leave a field blank if you do not want to limit your query to accounts matching that criteria.
Note: If the profile option AR: Show Billing Number is Yes, Receivables displays two Transaction Number fields in the Find Scheduler window. Enter a Consolidated Billing Invoice number in the first field to find all transactions associated with a consolidated billing invoice. Enter a transaction number in the second field to find a specific transaction. See: Consolidated Billing.
3. Check the Follow-Up Complete check box next to the action to complete.
Alternate method:
1. Navigate to the Customer Calls window.
2. Query the call that is related to this collection action.
4. Check the Complete check box next to the collection action.
See Also
Reviewing a Customer Account
Viewing Transactions
Completing a Call Action
Credit Holds
Collection Effectiveness Indicators Report
Collector's Follow Up Report
Define collector actions (Receivables QuickCodes window)