Manage Case Folder

You can group related transactions using case folder. These transactions can typically have a common attribute, such as: a bill-to customer, which is used by a collector to take action during the collections cycle.

Things to Remember

Here are some things to remember to create a case folder:

• Transactions need to be in same currency.

• Transactions need to belong to same case.

• Transactions must belong to same Bill-to Customer, however you may have transactions from different Sold-to Customers.

• Transactions need to be from the class of Invoice, Debit Memo, or Chargeback. You can't create a case folder for the class of credit memos, adjustments or receipts.

• Case Folder Status can only be Open or Closed.

Create a Case Folder

Here are the steps to create a case folder:

1. Click the specific Customer.

2. Go to the Transaction tab.

3. Review and select the list of transactions you want to group in the case folder.

4. From Actions menu click Create Case Folder button. The Case folder status is displayed as Open and a case number is assigned automatically.

5. You can optionally select the Case Type and enter Comments.

6. Once all required details are entered, click Save.

Actions taken on Case Folder

Once the case folder is created, you can take these actions on the folder:

• Make Payment: Here's how you can make payment for all the grouped transaction in the case folder at a time:

  1. Click Pay button.

  2. Enter the full or partial Payment Amount.

  3. Select the Payment Method and Site.

  4. Click Submit.

• Promise to Pay: You can only make promise to pay the full amount of transaction. Here's how you can make promise to pay for all the grouped transaction at a time:

  1. Click Promise button.

  2. Enter the Promise Date.

  3. Click Submit.

• Create Notes: Notes are associated to the case folder and not to the individual transaction. Here's how you can create notes for the case folder:

  1. In the Notes section, click create.

  2. Enter the Promise Date.

  3. Select the note Type and enter the note text.

  4. Click Save and Close.

Edit a Case Folder

You can make the these edits to a case folder:

• Add Transactions: Select one or more transactions from the transaction list to add to the case folder.

• Remove Transactions: Select the case folder containing the transactions and remove one or more transactions.

  Note: Transactions in the case folder having a collectible or open promise are canceled for the entire group when adding or removing one or more transactions. The recommendation is to enter a new promise for the case folder.

• Create a Promise: Click the Promise button. Enter one or more transactions numbers to create the promise or promises. Enter the date of the promise.

• Update a Promise: Click the Promise button, update the promise date.

• Pay Case: Click the Pay button. Select the transaction or transactions to be paid. Select the payment method and amount to be paid. You can make partial payments on the transactions.

  Note: Cloud customers can make EFT (Electronic Fund Transfers) as the method of payment. Credit card services are available only in the data centers where Fusion Applications Payments module is compliant with the Payment Card Industry Data Security Standard (PCI DSS v3.2.1).