How To Change Overdue Events

When an overdue process is first created, it has one or more overdue events. The events are the activities that will be performed to persuade the taxpayer to pay the outstanding debt.

The number and type of events that are created when an overdue process is initiated are defined on the overdue process's overdue process template. The following points describe how to add / change / delete events on an overdue process if the defaulted events are not satisfactory.

• Find the account with the overdue process whose events need to be changed.

• After the account is populated, choose the Overdue Process option on the account context menu to transfer to the overdue process transaction in update mode for the account. Note that an account's Active overdue processes can be selected from the Alert zone, assuming your implementation has configured the appropriate alerts.

• To add a new event, transfer to the Overdue Process - Events tab and press the + button in the Overdue Events scroll. At this point, the event has not been added to the database; rather, it just exists in memory. Before you add the event to the database, you must specify the following information:

  • Choose an Event Sequence so that the new event will be positioned properly in respect of the other events.

  • Choose a Status of Pending.

  • Choose the desired Overdue Event Type.

  • If the activation of the new event is dependent on the successful completion of earlier events, turn on Dep on Other Event and then:

    • specify the sequences of the dependent events in Event Dependencies and

    • specify the how many days after the completion of the last dependent event that the new event should be triggered.

  • If the activation of the new event is NOT dependent on the successful completion of earlier events, turn off Dep on Other Event and use Trigger Date to define the date on which the event should be activated (i.e., completed).

• To delete an existing event, click on the event in the tree on Overdue Process - Main. This will transfer you to the Events tab where you can click the - button to remove the event. At this point, the event has not been removed from the database; rather, it's been removed in memory.

• To change an existing event, click on the event in the tree on Overdue Process - Main. This will transfer you to the Events tab where you can make the desired changes.

• After all desired changes have been made, save the overdue process.