Account - Collections

The collections page contains the compliance rating transactions that impact an account's compliance rating. To view or modify these transactions, open Main Menu > Registration > Account > Collections .

Description of Page

Collection Class controls how the account's debt is compared against collection criteria to determine if an overdue process should be started. Refer to How Does The Overdue Monitor Work for more information about how and when an account's debt is reviewed.

Note:

Default note. The Collection Class defaults from the account's Account Type when the account is first added. It may be overridden at will.

If you need to prevent an account from being reviewed by the overdue monitor, use Postpone Compliance Review Until to define the future date when these processes can again review the account's debt.

Last Compliance Review Date is the date when the account's debt was last reviewed by the overdue monitor (C1-ADMOV).

The account's Current Compliance Rating is displayed. For an explanation of how this number is derived, see How is an account's compliance rating calculated?.

The Compliance Rating History scroll contains one entry for each compliance rating history record associated with the account. The following fields display:

Start Date: This is the first date the compliance rating transaction affects the account's compliance rating.

End Date: This is the last date the compliance rating transaction affects the account's compliance rating.

The Created On message is formatted using an algorithm on the Installation Options.

Affect Compliance Rating By: This is the effect of the compliance rating transaction on the account's compliance score. This should be a negative number because the lower the score the worse the compliance rating.

: An account's compliance rating is equal to the start compliance rating amount defined on the installation record plus the sum of compliance rating demerits that are currently in effect. When an account's compliance rating is less than the compliance rating threshold defined on the installation record , the account's compliance rating is displayed as an alert in the Alert Zone .

Comments: Enter comments to clarify the reason(s) for the creation of the transaction.

Contents