Collections Workbench Detail Tabs

The Personalize Content page also enables you to change the system-defined tab labels and change the order of the tabs that appear on the Collections Workbench.

See the documentation for the Collections Workbench Tabs Page.

These are the system-defined tabs:

• Aging

• Contracts

• Conversations

• Corporate Accounts (also known as Customer Hierarchy)

• Correspondence

• Credit Profile

• Items

• Payments

• Direct Journal Payments

For summary and links to more information, see Understanding Collections Workbench Detail Tabs.

The Contracts tab is available only if your business has implemented PeopleSoft Contracts. In addition, you can populate the Payments, Items, Aging, and Conversations tabs using contract-related criteria, whereas Credit Profile, Corporate Accounts, and Correspondence tabs return only customer-related data.

The Direct Journal Payments tab data is populated only if Track Direct Journal Customer check box is selected on the Application Fundamentals: Installation Options - Receivables Page.

See information about personalizing the content of the Collections Workbench for all users by role or user ID in Setting Up Collections Workbench Components.