Oracle® Fusion Applications Financials Implementation Guide 11g Release 7 (11.1.7) Part Number E20375-08

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33 Manage Collectors

This chapter contains the following:

Setting Up a Collector: Points to Consider

Creating Collectors: Worked Example

Collectors Descriptive Flexfield: Overview

Setting Up the Collectors Descriptive Flexfield: Worked Example

FAQs for Manage Collectors

Setting Up a Collector: Points to Consider

A collector is an individual or a group of individuals, assigned to a customer to conduct various collections work. Tasks include sending correspondence, reviewing customer history and collecting payment from customers. Prior to creating a collector, the individual must be set up as an employee in Oracle Fusion Human Resources and as a resource in Oracle Fusion Customer Relationships Management (CRM) applications.

Setting Up Collectors

Consider the following when setting up individuals as collectors:

• A collector can individually be assigned to one or more customers or can be a group member that collects from one or more customers. Evaluate what are the most appropriate collection needs for your organizations.

• Collectors can be assigned at the customer, account or site level. Determine how your organization interacts with customers.

• Research how your organization divides the work and tasks among collectors.

• Collections organization structures can be created in several ways based on the number of customers. There are many ways in which a collections organization is structured. For example, you can group customers according to size, small to large or divide customers regionally or by the monetary volume you do with a customer.

Creating Collectors: Worked Example

This example demonstrates creating collectors and assigning them as an employee assignment and a group assignment. Infusion American Division Corporation wants to create five individuals as collectors. The Collections Department collects on a regional basis, north, south, east and west. Acme Corporation is a large customer and they want to assign one collector to this account. All five individuals have been created as a Person Party and Employee, a prerequisite to creating a collector. The regions have also been created as groups.

The following information is required for each individual:

Creating an Employee Assignment

1. Start on the Collectors Setup page.
2. You can search or create a new collector from this page.
3. Click the Add or Create Collector icon.
4. Enter the Collector Name.
5. Enter the Type of collector as employee.
6. Select the name of the employee from the drop down list from the Employee or Group column.
7. Set the status as Enabled.
8. Select the appropriate Collector Set.
9. Click the Save and Close button.

Creating a Collector Group

1. Start on the Collectors Setup page.
2. You can search or create a new collector from this page.
3. Click the Add or Create Collector icon.
4. Enter the Collector Name.
5. Enter the Type of collector as group.
6. Select the appropriate group from the Employee or Group drop down list. In this example each would be assigned to one of the regions; north, south, east or west.
7. Set the status as Enabled.
8. Select the appropriate Collector Set.
9. Save your work by clicking Save and Close .

Collectors Descriptive Flexfield: Overview

You can use the Collectors Descriptive Flexfield to add custom attributes for collector information such as a geographical region and collections experience.

For example you can create a descriptive flexfield to identify the collector location that can be used to assign them to customers in or near their location. Tracking the experience of a collector can be used to determine which customer accounts get assigned to a collector.

One descriptive flexfield is available in Oracle Fusion Advanced Collections.

Defining Descriptive Flexfield Segments

Use the Manage Descriptive Flexfields task to define a segment or segments for a descriptive flexfield. You can add more information related to collectors based on your collection needs and level of detail information about them.

Activating Descriptive Flexfields

Activate a descriptive flexfield after you have defined value sets and segment values by deploying the flexfield. You must sign out and sign in to the application to see your descriptive flexfield.

Setting Up the Collectors Descriptive Flexfield: Worked Example

The Manage Collectors descriptive flexfield provides 15 segments to capture additional information. These segments are made available to you as individual fields in the Manage Collectors page. This example illustrates how to set up the descriptive flexfield using the context-sensitive segments, based on the following scenario

Scenario

You have been tasked with setting up collectors and want to capture more information about the collectors geographical location and collections experience. You want to be able to search on this information and associate this information to each collector you create. Set up the additional fields using the following information

Setup Steps

1. Navigate to the Set Up and Maintenance in the Functional Setup Manager. Select the All Tasks tab.
2. Search for the task Manage Value Sets. Click the Go to Task icon.
3. Search on the Module field for Advanced Collections and click Search. In the Search Results region click on the Create icon.
4. In the Create Value Set page, enter the following:
   
   

   Create Value Set
   Value Set Code	IEX_REGION
   Description	Optional
   Module	Advanced Collections
   Validation Type	Independent
   Value Data Type	Character

   
   

   Definition Region
   Value Subtype	Text
   Maximum Length	20
   Minimum Value	5
   Maximum Value	10
   Uppercase only	Deselected
   deselected Zero fill	Deselected

5. Click Save and Close button.
6. Search on the Value Set Code that you just created. Your set code appears in the search results.
7. Click the Manage Values button in the search results. On the Manage Values page, in the Search Results region, click the Create icon.
8. In the Create Values page create the East, West, and Central values.
   

   Values	East, West, and Central
   Required Value	East
   Description	Optional
   Enabled	Checked
   Start Date	Optional
   End Date	Optional
   Sort Order	Optional

9. Click the Save and Close button. Click the Create icon and repeat for the West and Central values. Click the Save and Close button.
10. Click the Done button and a second time, click the Done button.
11. Click on Go to Task for Manage Value Sets. Click on the Create icon.
12. Enter in the Create Value Set page the following:
    

    Create Value Set
    Value Set Code	IEX_EXPERIENCE
    Description	Optional
    Module	Advanced Collections
    Validation Type	Independent
    Value Data Type	Character

    
    

    Definition Region
    Value Subtype	Text
    Maximum Length	20
    Minimum Value	10
    Maximum Value	15
    Uppercase only	Deselected
    Unchecked Zero fill	Deselected

13. Click the Save and Close button.
14. Search on the Value set Code that you just created. Your set code appears in the search results.
15. Click the Manage Values button. On the Manage Values page in Search Results region click the Create icon
16. In the Create Values page create the Novice, Junior and Senior values.
    

    Values	Novice, Junior, and Senior
    Required Value	Novice
    Description	Optional
    Enabled	Checked
    Start Date	Optional
    End Date	Optional
    Sort Order	Optional

17. Click the Save and Close button. Click the Create icon and repeat for the Junior and Senior values. Click the Save and Close button.
18. Click the Done button and a second time click the Done button.
19. From the All Task tab, search for the Manage Descriptive Flexfields and click the Go to Task icon
20. In the Name field enter Collectors. Click the Search button In the Search Results region for Collectors, click the Edit icon.
21. In the Context Segment region enter Additional Information as the name for the Prompt to be displayed on the Manage Collectors page. Click the Manage Contexts button.
22. From the Manage Contexts page click the Create icon and enter the following:
    

    Display Name	Additional Information
    Context Code	IEX ADD INFO (uppercase recommended)

23. Click the Save button. In the Context Sensitive region click the Create icon and enter the following:
    

    Field	Value
    Name	Region
    Code	IEX REGION
    Description	Optional

24. In the Column Assignment region enter the following:
    

    Field	Value
    Data Type	Text
    Table Column	Attribute 1

25. In the Validation region enter the following:
    

    Field	Value
    Value Set	IEX_Region
    Description	Optional
    Range Type	Not required
    Required	Deselected
    Initial Default	Not required

26. In the Display Properties region enter the following:
    

    Field	Value
    Prompt	Collector
    Short Prompt	Region
    Display Type	List of Values
    Required	Deselected

27. Click the Save and Close button
28. In the Context Sensitive region click the Create icon and enter the following:
    

    Field	Value
    Name	Experience
    Code	IEX EXPERIENCE
    Description	Optional

29. In the Column Assignment region enter the following:
    

    Field	Value
    Data Type	Text
    Table Column	Attribute 2

30. In the Validation region enter the following:
    

    Field	Value
    Value Set	IEX_Experience
    Description	Optional
    Range Type	Not required
    Required	Deselected
    Initial Default	Not required

31. In the Display Properties region enter the following:
    

    Field	Value
    Prompt	Collector Experience
    Short Prompt	Experience
    Display Type	List of Values
    Required	Deselected

32. Click the Save and Close button. And a second time, click the Save and Close button.
33. Click the Done button. Click the Save and Close button.
34. In the Manage Descriptive Flexfields page, search in name field for Collector.
35. In the Search Results region, the Descriptive Flexfield appears. Click the Deploy Flexfield button. Click OK in the pop-up window.
36. Activate the Descriptive Flexfield by signing out and signing back into the environment.
37. Navigate to Set Up and Maintenance. Under the All Tasks tab and search on Manage Collectors.
38. Click the Go to Task icon. Verify the Additional Information field appears in the Search region with a List of Values of Region and Experience.
39. Create a new collector and Expand the row. Verify the Additional Information with the 2 segments Region and Experience appear with the appropriate values for each.

FAQs for Manage Collectors

What's the difference between an employee assignment and a group assignment?

An employee assignment is a collector assigned to one customer. You must create individuals as employees before you can set them up as users, resources or collectors.

A group assignment is created to assign work and customers to a group of collectors. You can have multiple employees or collectors in one group.

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