Forms Used to Set Up Delinquency Policies
Form Name |
Form ID |
Navigation |
Usage |
---|---|---|---|
Work With Delinquency Policies |
W03B2501N |
Credit & Collections Setup (G03B411), Define Delinquency Policies |
Locate delinquency policies and select them for further setup. |
Delinquency Policy Definition |
W03B2501Q |
Click Add on the Work With Delinquency Policies form. |
Define new delinquency policy information. |
Work with Fee Instructions |
W03B2501V |
Click Find and then select the policy for which you want to set up fee instructions on the Work With Delinquency Policies form. Select Fees from the Row menu. |
Locate existing fee instructions. |
Fee Instructions |
W03B2501S |
Click Add on the Work with Fee Instructions form. |
After you define a policy, you can set up fee instructions that the system uses to calculate fees for overdue invoices. The system generates fees at the pay item level. |
Work with Notification Instructions |
W03B2501W |
Select the policy for which you want to set up rules and then select Notification from the Row menu on the Work With Delinquency Policies form. |
Locate existing notification instructions. |
Notification Instructions |
W03B2501R |
Click Add on the Work with Notification Instructions form. |
Set up notification rules to generate delinquency notices for customers with overdue invoices. For example, you can control the level of severity of delinquency notices by aging category or by the number of reminders sent previously. The system generates notices at the customer level; one notice includes all past-due invoices for each customer. |