Creating Follow-Up Actions

To set up follow-up actions, use the Follow-Up Table component (FOLLOW_UP).

Part of the collection process involves following up on past due items that remain in the collection system. The Collect Receivables feature enables you to create follow-up action codes that record the steps that you intend to take to resolve a collection item.

Page Name

Definition Name

Navigation

Usage

Follow Up Table

FOLLOWUP_TBL

Set Up SACR > Product Related > Student Financials > Collections > Follow-Up Table

Define follow-up action codes.