Default AR Specialist Hierarchy

The system automatically assigns an AR specialist to a deduction when you create it either by using the payment worksheet, using the Payment Predictor process, or adding a deduction reason on the Detail 1 page. The system also assigns an AR specialist to an item that you put into dispute. The system uses the following hierarchy to determine which AR specialist to assign to the item:

1. Customer for the item (you assign AR specialists to customers on the Bill To Options page).

2. Deduction reason or dispute reason (you assign AR specialists to reasons on the Deduction Reason and Dispute Reason pages).

3. Business unit for the item (you assign AR specialists to a business unit on the Receivables Options - General 1 page).

To notify AR specialists when a new deduction or disputed item is assigned to them:

1. Set up a condition definition for deductions and disputed items.

2. Set up an action definition and action template to notify the specialists.

3. Create an assessment rule to identify the new deductions or disputed items.

4. Run the Condition Monitor process.

AR specialists will receive an e-mail notification when they have an action for new deductions or disputed items.