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Adding to a Collector's Queue Without Using Worklists

This section discusses:

Page Name

Definition Name

Navigation

Usage

Collection Placement

SSF_ASGN_COLLECTN

select Student Financials, then select Collections, then select Put Customers in Collection, then select Collection Placement

Manually add students to collections without using the workflow process.

Collection Placement

SSF_ASGN_COLL_ORG

select Student Financials, then select Collections, then select Put Corporations in Collection, then select Collection Placement

Manually add corporations to collections without using the workflow process.

Access the Collection Placement page (select Student Financials, then select Collections, then select Put Customers in Collection, then select Collection Placement).

Image: Collection Placement page

This example illustrates the fields and controls on the Collection Placement page. You can find definitions for the fields and controls later on this page.

Collection Placement page

The Collection Placement page enables you to assign collectors to students or corporations. However, you must run the Credit History process first, which uses aging categories against students or corporations to determine who should be placed in collection

Field or Control

Definition

ID

Enter the student whom you want to add to collections.

Reason In

Enter the reason that the student is in collection.

Collector Assigned

Enter the collector.

Access the Collection Placement page (select Student Financials, then select Collections, then select Put Corporations in Collection). This page is identical to the page for customers.