Understanding Collections Workbench Detail Tabs
This topic provides information about the detail tabs and content found on the Collections Workbench.
This table lists the system-defined tabs, usage, and links to page information:
| Tab Name | Usage |
|---|---|
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View the current and past due balances, the high balance and high past due balance, and the balance and past due balance dates for the selected customer, as well as balances for any customer in the customer hierarchy. |
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View balances by contract and contract line, and select and review items by contract and contract line. Available only if your business has implemented PeopleSoft Contracts. See Reviewing Contracts Information on the Collections Workbench. |
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View a conversation's details related to the selected customer or contract values. See Managing Customer Conversations and Promises on the Collections Workbench. |
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Also known as Customer Hierarchy. Review customer hierarchy information. Reviewing the Customer Hierarchy on the Collections Workbench. |
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Review correspondence history, including any statements or dunning letters associated with this customer. See Reviewing Customer Correspondence on the Collections Workbench. |
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View the current and past circumstances of the selected customer's credit. See Reviewing the Customer's Credit Profile on the Collections Workbench |
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View an item list associated with the selected customer based on the item status. See Researching Customer Item Information on the Collections Workbench. |
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View the outstanding and complete payment information for a customer and/or contract, and the payment performance for a customer. See Reviewing Customer Payment Information on the Collections Workbench. |
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Review direct journal payments. See Reviewing Direct Journal Payments on the Collections Workbench |