Setting Up Action Owners

Page Name

Definition Name

Usage

Collector Page

COLLECTOR_TABLE

Go to Set Up Financials/Supply Chain > Product Related > Receivables > Credit/Collections > Collector > Collector to define valid collectors to manage collections.

Credit Analyst Page

CR_ANALYST_TABLE

Go to Set Up Financials/Supply Chain > Product Related > Receivables > Credit/Collections > Credit Analyst > Credit Analyst to establish valid credit analysts to manage credit.

Receivable Specialist Page

AR_SPECIALIST

Go to Set Up Financials/Supply Chain > Product Related > Receivables > Credit/Collections > AR Specialist > Receivable Specialist to establish valid AR specialists to manage deduction and disputed items.

Personal Data (Edit) Page

EX_PERSONAL_DATA2

Go to Set Up Financials/Supply Chain > Common Definitions > Employee Data > Create/Update Personal Data > Personal Data (Edit) to set up an employee ID for a sales person.

Team Member Types Page

MEMBER_TYPE_TABLE

Go to Set Up Financials/Supply Chain > Common Definitions > Team Members > Team Member Types > Team Member Types to define sales person team types.

Team Member Personal Data - Member Data Page

MEMBER_PERSON1

Go to Set Up Financials/Supply Chain > Common Definitions > Team Members > Team Member Personal Data > Member Data to set up a team member.

Team Member Personal Data - Member Commission Page

MEMBER_PERSON3

Go to Set Up Financials/Supply Chain > Common Definitions > Team Members > Team Member Personal Data > Member Commission to associate a team member with a sales person team type.

Support Team Members Page

TEAM_MEMBER_TABLE

Go to Set Up Financials/Supply Chain > Common Definitions > Team Members > Support Team Members to assign a sales person to a support team.

To set up action owners, use the Collector (COLLECTOR_TABLE), Credit Analyst (CR_ANALYST_TABLE), and AR Specialist (AR_SPECIALIST) components.

Action owners are the individuals who perform the tasks for the actions assigned to customers or items. An action owner can be either a collector, credit analyst, AR specialist, or sales person. The Condition Monitor process assigns an action owner based on the type of action owner in the collection or assessment rule, and it assigns the value for that type of action owner in the Item (PS_ITEM) table. If you are monitoring information at the business unit level, and the items have different action owners, the system uses the action owner that is assigned to the collection customer (monitoring level).

If you create an action online, you manually assign the action owner. You can also assign actions online to brokers. Brokers access their actions in the self-service web pages.

You assign the action owners to items on the pending item entry pages, the View/Update Item Details - Detail 1 page, or the Bill to Options page for the customer.

If you want to assign all actions to a single action owner, you specify the user ID of that person on the Installation Options - Receivables page. Also, if you do not specify a user ID for individual credit analysts, collectors, AR specialist, or sales persons, the Condition Monitor assigns the actions that are assigned to those individuals to the default action owner that you specify in the installation options.

Before you set up action owners, you must set up a user profile for them using the User Profiles component (USERMAINT).

See the product documentation for PeopleTools: Security Administration for more information.

Field or Control

Description

User ID

Enter the ID from the PeopleSoft user profile for the individual. If you do not specify a user ID, the system assigns actions for the individual to the default action owner defined in installation options and will not assign any actions to the individual action owner.

Name and Telephone

Enter the name and telephone number. These fields are informational only.

Fax Number and Title

Enter the fax number and title. These fields are informational only.

Email Address

Enter the e-mail address. This address is used for notifications if workflow is set up; otherwise, it is informational only.

Sales person is a required field on every item in the system. A sales person in PeopleSoft Receivables is a support team member. Several reports enable you to summarize aging according to the sales person hierarchy in your organization. You must enter at least one team member in a SetID, because a default support team is a required field for customers and the default support team must have at least one sales person. Each item has a sales person associated with it as well, so you will see the sales person code on the item entry and status pages. If a pending item does not have an assigned sales person, the Receivables Update Application Engine process (ARUPDATE) assigns a sales person using the default support team member with a sales person type and the lowest priority.

To set up sales people:

  1. Create an employee ID for each sales person on the Personal Data (Edit) page.

  2. Create a support team type for sales people on the Team Member Types page.

    You must select the Is this a Sales Person? check box.

  3. Create a team member for each sales person on the Team Member Personal Data - Member Data page.

  4. Assign the support team member to a support team type for sales people on the Team Member Personal Data - Member Commission page.

  5. Set up the sales person as a support team member on the Support Team Members page.