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Siebel Automotive Guide > Managing Collections >
Managing Collections Preferences
Siebel administrators use this screen to define and update factors that determine how the collections process is executed, for example promise-to-pay preferences, PTP excluded dates, PTP followup dates, and default followup activities. Table 27 describes the types of information, that is Preferences, PTP Follow-Up, PTP Excluded Dates, and Activity Follow-Up, that appears in the Collection Summary view.
Table 27. Collection Preferences View
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Preferences |
Describes the promise to pay preferences, for example dollar amount and time tolerance for the financial account. |
PTP Follow-Up |
Defines the followup days for broken PTP by method of payment. |
PTP Excluded Dates |
Lists the promise to pay excluded dates. Administrators can add dates to define the collections preferences of their companies. |
Activity Follow-Up |
Describes the followup activities, for example Inbound or Outbound Call. |
To set up a promise-to-pay tolerance amount
- Navigate to the Administration - Collections screen, then the Collections Preferences view.
- In the Preferences form, complete the necessary fields.
Some fields are described in the following table.
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Tolerance Amount |
The Tolerance Amount is the least amount of payment that the collection agent will tolerate from the customer. How much Tolerance (in Amount and percent) can be given for a Promise to Pay for various accounts. Based on this tolerance, promise-to-pays can be broken if the amount received is in the limits of the tolerance on promised date. Therefore, the Tolerance Amount is a check to evaluate if PTP records are broken or not. The amount is the limit of tolerance. |
Maximum Days in Future |
10 (Promise-to-Pay Due Date Validation) |
Not Today, Not on Sunday, Not on Saturday check boxes |
Promise-to-Pay Due Date Validation |
Min Days before Cure |
Cure Process, Cure Duration (Days) For example 55 |
Wait before follow up |
Repossession For example 2 |
Replace existing position |
Manual Assignment Preferences Checked |
To view system preferences for the Collections processes
- Navigate to the Administration- Application screen, then the System Preferences view.
- In the System Preferences list, query for *CF*.
Collections Processes that have already been set up appears as described in the following table.
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CF_CURE_DURATION |
10 |
CF_CURE_TOLERANCE_DAYS |
55 |
CF_PTP_FUTURE_DAYS_MAX |
10 |
CF_PTP_NOT_SATURDAY |
Y |
CF_PTP_NOT_SUNDAY |
Y |
CF_PTP_NOT_TODAY |
Y |
CF_PTP_TOLERANCE_AMNT |
1.00 |
CF_REPLACE_EXIST_POS |
Y |
CF_REPO_FOLLOW_UP |
2 |
To set up PTP excluded dates
- Navigate to the Administration - Collections screen, then the Collections Preferences view.
- In the PTP Excluded Dates list, create a new record and complete the necessary fields.
Some fields are described in the following table.
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Name |
Christmas |
Excluded Date |
12/25/05 |
To set up a promise to pay followup definition
- Navigate to the Administration - Collections screen, then the Collections Preferences view.
- In the PTP Follow-Up list, create a new record and complete the necessary fields.
Some fields are described in the following table.
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Method of Payment |
Western Union, Cheque by Phone, Mail, Overnight Mail. |
Number of Days |
The default is set to 1. |
To set up an activity followup definition
- Navigate to the Administration - Collections screen, then the Collections Preferences view.
- In the Activity Follow-Up list, create a new record and complete the necessary fields.
Some fields are described in the following table.
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Activity Type |
Call - Inbound, Call Outbound, and so on |
Activity Disposition |
Left Message, No Answer, PTP, or Other. |
Number of Days |
The default is set to 1. |
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