Common Elements Used to Manage Credit, Collections, and Exceptions

Field or Control	Description
Action or Action Code	Activity that an individual or the system performs when a customer or item violates a condition. For example, placing a customer on credit hold or generating a dunning letter.
Action Parameter	Value to use when the system performs the action. On some pages, you can provide a value. For sending a dunning letter (DLTR), enter a letter code. Note: To use the letter assigned to the action, you must assign a customer a dunning ID that uses an Dunning by Action List dunning method. Otherwise, the system uses the letter codes based on the rules for the dunning ID. For placing a customer on hold (HOLD), enter a message code. For sending an other letter (OLTR), enter a letter code. For referring to a collection agency (REFR), enter a collection code.
Action Template	Template that provides an escalating plan for actions based on the age of the violation.
Assign To or Action Owner	User ID of the action owner assigned to work with the action item.
Condition or Condition ID	Change of status in a customer's account, such as reaching a credit limit or exceeding a user-defined balance. A condition also occurs when specified item types meet user-defined criteria.
Due Date	Date by which the action should be performed.
Search	Click to populate a grid with data that matches your search criteria.