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.

See Generating Delinquency Fees.

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.