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Assigning Collection Items to Collectors and Worklists

This section discusses:

Page Name

Definition Name

Navigation

Usage

Process Collections

RUNCTL_COLLECT_SF

select Student Financials, then select Collections, then select Process Collections

Assign collection items to collectors.

Assign Collections Worklist

RUNCTL_COLLECT

  • select Student Financials, then select Collections, then select Assign Customers to Worklist, then select Assign Collections Worklist

  • select Student Financials, then select Collections, then select Assign Corporation to Worklist, then select Assign Collections Worklist

Assign collection items to worklist.

Access the Process Collections page (select Student Financials, then select Collections, then select Process Collections).

Image: Process Collections page

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

Process Collections page

Option

Field or Control

Definition
ID Switch

Select whether to assign collection items for students or for organizations. The two valid values for this field are By Emplid and By Org ID.

Report Only

The Assign Collector process normally generates a report of the collection items that it assigns to collectors. If you want to generate the report of what assignments the system will make without actually making them, select this check box.

Parameters

Field or Control

Definition
Reason In

Enter the reason in code that the system attaches to each item that the Assign Collector process moves into the collection system.
Reason Out

Enter the reason out code that the system attaches to each item that the Assign Collector process moves out of the collection system.

The Assign Collector (SFCOLLEC) process assigns each receivable that is eligible for collection to a collector based on the collection criteria that you established during your collections setup. It creates new collection records for items moved into collections for the first time. In addition, it updates the collection records for items that have been resolved or modified since the last time the process was run.

Access the Assign Collections Worklist page (select Student Financials, then select Collections, then select Assign Customers to Worklist, then select Assign Collections Worklist).

The Collections (SSF_ASGNWORK) process (if you assign collection items by user ID) or the Collections Role SSF_ASGNWORK process (if you assign collection items by role) routes collection items to the worklist of the appropriate collector.

Note: If you access this page using the Assign Org Worklist component, you can choose to run the Process Org Collections process (if you assign collection items by user ID) or the Process Org Role Collections process (if you assign collection items by role) when you click Run. These processes route organization collection items to worklists rather than student collection items.