Assigning Collection Items to Collectors and Worklists

Important:

Letter Generation (Letter Gen) is a deprecated product. It is strongly recommended that you use Communication Generation (Comm Gen) instead. For more information on Comm Gen, see Campus Community Fundamentals: Using the Communication Generation Process

This section discusses:

• Assigning Collection Items to Collectors

• Assigning Collection Items to Worklists

Pages Used to Assign Collection Items to Collectors and Worklists

Page Name	Definition Name	Navigation	Usage
Process Collections	RUNCTL_COLLECT_SF	Student Financials, and then Collections, and then Process Collections	Assign collection items to collectors.
Assign Collections Worklist	RUNCTL_COLLECT	Student Financials, and then Collections, and then Assign Customers to Worklist, and then Assign Collections Worklist Student Financials, and then Collections, and then Assign Corporation to Worklist, and then Assign Collections Worklist	Assign collection items to worklist.

Assigning Collection Items to Collectors

Access the Process Collections page (Student Financials, and then Collections, and then Process Collections).

Option

Field or Control	Description
ID Switch	Select whether to assign collection items for students or for organizations. The two valid values for this field are By Emplid and By Org ID.
Report Only	The Assign Collector process normally generates a report of the collection items that it assigns to collectors. If you want to generate the report of what assignments the system will make without actually making them, select this check box.

Parameters

Field or Control	Description
Reason In	Enter the reason in code that the system attaches to each item that the Assign Collector process moves into the collection system.
Reason Out	Enter the reason out code that the system attaches to each item that the Assign Collector process moves out of the collection system.

The Assign Collector (SFCOLLEC) process assigns each receivable that is eligible for collection to a collector based on the collection criteria that you established during your collections setup. It creates new collection records for items moved into collections for the first time. In addition, it updates the collection records for items that have been resolved or modified since the last time the process was run.

Assigning Collection Items to Worklists

Access the Assign Collections Worklist page (Student Financials, and then Collections, and then Assign Customers to Worklist, and then Assign Collections Worklist).

The Collections (SSF_ASGNWORK) process (if you assign collection items by user ID) or the Collections Role SSF_ASGNWORK process (if you assign collection items by role) routes collection items to the worklist of the appropriate collector.

Note:

If you access this page using the Assign Org Worklist component, you can choose to run the Process Org Collections process (if you assign collection items by user ID) or the Process Org Role Collections process (if you assign collection items by role) when you click Run. These processes route organization collection items to worklists rather than student collection items.