Working Accounts Using Workflow Management

Access the Work Center form.

To work accounts using Workflow Management:

1. On Work Center, to locate the mailbox queues having mail for the credit and collections manager, complete the Associated Address Number and Tickler Date fields and click Find.

2. Expand the Credit Management queue to view all credit messages.

   The system displays the first credit message.

3. To work accounts from the Work Item Manager, select the message and then click the detailed media object button.

   Depending on the message, the system displays the appropriate form. For example, if credit approval is required, the system displays the Workflow Approval form. If the customer exceeds his credit limit, the system displays the Credit Inquiry form.

   You can delete the workflow message when you are finished.