UX One: Collection Manager Page

The Collection Manager page (P03B002X|W03B002XA) enables users to receive alerts about receipts, analyze customer receipts and payment trends, and access frequently used programs.

To access the UX One Collection Manager page, log in to the EnterpriseOne system using the Collection Manager role.

This graphic illustrates the Collection Manager page:

Watchlist Alerts

These alerts are based on EnterpriseOne programs. By default, the alerts are set up to use queries that are based on delivered demo data. Each of these queries is associated with a specific program version. To use a different query or call a different program version, you can modify these queries or create new queries that better meet your requirements. Additionally, these watchlists have been set up with specific warning and critical threshold values. You can adjust these values to meet your requirements.

This table lists and describes the watchlist alerts that are available on the Collection Manager page:

Watchlist Alert	Description
Receipt Batches in Error	This alert tells users when there are receipt batches that are in error. This alert is based on the Batches program (P0011, version ZJDE0009). When you click the alert, the system displays the Work With Batches form. The following form layout is available: Batch Journal Review The following grid format is available: Simple Additionally, the system displays the updated Work Center on the right side of the form. See Work Center CafeOne Application in the JD Edwards EnterpriseOne Tools Foundation Guide.
Pending Receipt Batches	This alert tells users how many receipt batches are currently pending. This alert is based on the Batches program (P0011, version ZJDE0009). When you click the alert, the system displays the Work With Batches form. The following form layout is available: Batch Journal Review The following grid format is available: Simple Additionally, the system displays the updated Work Center on the right side of the form. See Work Center CafeOne Application in the JD Edwards EnterpriseOne Tools Foundation Guide.
Receipts with No Suffic Funds	This alert tells users how many receipts currently do not have sufficient funds. This alert is based on the Standard Receipts Entry program (P03B102, version ZJDE0002). When you click the alert, the system displays the Work With Customer Receipts Inquiry form. The following grid format is available: Receipts with NSF
Drafts with No Suffic Funds	This alert tells users how many drafts currently do not have sufficient funds. This alert is based on the Customer Draft Entry program (P03B602, version ZJDE0003). When you click the alert, the system displays the Work With Drafts form. The following grid format is available: Drafts with NSF
Receipt Batches Out of Balance	This alert tells users how many receipt batches are currently out of balance. This alert is based on the Batches Out of Balance program (P007032, version ZJDE0003). When you click the alert, the system displays the Batches Out of Balance form. The following form layout is available: Batch Out Bal Journal Review The following grid format is available: Simple

For additional information about the programs associated with these watchlist alerts, see:

Working With Batches in the JD Edwards EnterpriseOne Applications Financial Management Fundamentals Implementation Guide
Understanding Manual Receipts in the JD Edwards EnterpriseOne Applications Accounts Receivable Implementation Guide
Processing Accounts Receivable Drafts in the JD Edwards EnterpriseOne Applications Accounts Receivable Implementation Guide
Working with the Batches Out of Balance Program in the JD Edwards EnterpriseOne Applications General Accounting Implementation Guide.

Charts

These charts are based on EnterpriseOne programs. By default, the charts are set up to render using queries that are based on delivered demo data. Each of these queries is associated with a specific program version. To use a different query or call a different program version, you can modify these queries or create new queries that better meet your requirements.

This table lists and describes the charts that are available on the Collection Manager page:

Component Title	Description
Receipt Trend by Payor (P03B720X\|W03B720XB)	Use this chart to view receipt amounts by payor over an extended period of time. This view enables you to identify receipt trends. This chart is based on the One View Customer Receipt/Draft Inquiry program (P03B720).
Receipts by Customer (P03B720X\|W03B720XA)	Use this chart to view receipt totals by customer. This chart is based on the One View Customer Receipt/Draft Inquiry program (P03B720).
A/R Write-offs by Customer and Write-off Reason Code (P03B720X\|W03B720XD)	Use this chart to view the amount of accounts receivable write-offs by customer and reason code. This chart is based on the One View Customer Receipt/Draft Inquiry program (P03B720).

Component Title

Description

Receipt Trend by Payor (P03B720X|W03B720XB)

Use this chart to view receipt amounts by payor over an extended period of time. This view enables you to identify receipt trends.

This chart is based on the One View Customer Receipt/Draft Inquiry program (P03B720).

Receipts by Customer (P03B720X|W03B720XA)

Use this chart to view receipt totals by customer.

This chart is based on the One View Customer Receipt/Draft Inquiry program (P03B720).

A/R Write-offs by Customer and Write-off Reason Code (P03B720X|W03B720XD)

Use this chart to view the amount of accounts receivable write-offs by customer and reason code.

This chart is based on the One View Customer Receipt/Draft Inquiry program (P03B720).

For additional information about the programs associated with these charts, see these topics in the JD Edwards EnterpriseOne Applications One View Reporting User Guide:

Springboard Tasks

You use tasks to access EnterpriseOne programs and other UX One pages. These tasks are included in a springboard on the page.

This table lists and describes the tasks on the Collection Manager page:

Task	Description
Customer Ledger Inquiry	Use this task to access the Customer Ledger Inquiry program (P03B2002, version ZJDE0001) The following grid format is available: Basic
Customer Receipts Inquiry	Use this task to access the Standard Receipt Entry program (P03B102, version ZJDE0001).
Account Balance Inquiry	Use this task to access the Account Balance Inquiry program (P03B218). The following form layout is available: Account Status Inquiry The following grid format is available: Simple
Account Statistical Summary	Use this task to access the Account Statistic History program (P03B16).
Aging Open Amounts by Customer	Use this task to access the Aging Open Amounts by Customer chart (P03B202X\|W03B202XA). This chart is based on the One View Customer Ledger Inquiry program (P03B2022).
Collections - Delinquency	Use this task to access the Collections - Delinquency UX One page.

For additional information about the programs accessed by these tasks, see these topics in the JD Edwards EnterpriseOne Applications Accounts Receivable Implementation Guide: