1. Implementing Receivables Credit to Cash
  2. Guidelines for Setting Up a Collector

Guidelines for Setting Up a Collector

A collector is an individual or a group of individuals, assigned to a customer to conduct various collections work.

Tasks include:

  • Sending correspondence

  • Reviewing customer history

  • Collecting payment from customers

Note: Prior to creating a collector, the individual must be set up as an employee in Oracle Fusion Human Resources and as a resource in Oracle Fusion Customer Relationships Management (CRM) applications.

Setting Up Collectors

Consider the following when setting up individuals as collectors:

  • A collector can individually be assigned to one or more customers or can be a group member that collects from one or more customers. Evaluate the most appropriate collection needs for your organizations.

  • Collectors can be assigned at the customer, account or site level. Determine how your organization interacts with customers.

  • Research how your organization divides the work and tasks among collectors.

  • Collections organization structures can be created in several ways based on the number of customers. For example, you can group customers according to size, small to large or divide customers regionally or by the monetary volume you do with a customer.

Using Collector Groups

A collector group consists of a primary collector and one or more individual collectors. You use the collector group to perform collection tasks as a team. The collectors in a collector group can perform the same collections tasks.

All collectors belonging to a collector group have the same visibility to the delinquent customers and strategy tasks in the Collections work area. The Strategy Tasks info tile shows the list of open manual strategy tasks for the group. Collectors from the group can reassign a task to themselves or to any other collector in the group. The Strategy Task list displays the primary collector and the assigned collector for the tasks.

The activity assigned to a primary collector are not included in the count and listing of the activities of any collector in the group.

Consider the following rules when adding a collector to a group:

  • A collector can be designated as either a group member or a backup collector for a specified date range.

  • A collector can belong to only one active collector group for a specified date range.

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