Overview of Advanced Collections Work Area

Here are few tasks you can do using your Advanced Collections work area:

• View open tasks and delinquent customers details.

• Search for a customer to review the relevant information.

• Open promises, strategy tasks, and activities from the detailed table.

Prerequisites to view the Collections dashboard metrics:

1. Verify that you're hired as an employee and set up as a collector on the required sets.

2. Go to the Profile tab and confirm that you're assigned as a collector for the expected customers.

3. Update your dashboard by submitting the below processes:

   • Refresh Receivables Transactions for Customer Account Summaries

   • Collections Delinquency Management

   • Collections Scoring and Strategy Assignment

   • Update Collections Summary Data

   • Initialize and Load Collections Metrics

   • Incremental Load Collections Metrics

On the work area, all the important details are visible in the form of infotiles. Here's how you can use these infotiles:

• Manage Delinquent Customers

  Here are some of the things you can do to manage delinquent customers using Delinquent Customers infotile:

  • View the list of all the delinquent customers assigned to you or your group.

  • Set up the customers data in the order of customer's collections level.

  • Assign the default customer settings from Preferences page.

  • View and edit the customer's information by selecting delinquent customer information hyperlinks based on customer name, work status, and aging bucket.

  • Navigate to the Transaction tab to create or view disputes, adjustments, promises, and process payments.

• Manage Promises

  Here are some of the things you can do to manage promises using Promises infotile:

  • View the details of broken and open promises in the form of a table.

  • Review the individual promises made by the customers with promise status, date and amount.

• Manage Strategies

  Here are some of the things you can do to manage strategies using Strategy Tasks infotile:

  • Review the number of open tasks, which can be manual or assigned.

  • View the list of individual items with their due dates.

• Manage Activities

  Here are some of the things you can do to manage activities using Activities infotile:

  • View all assigned activities which needs your immediate attention.

  • Create a new activity or view and edit the existing ones.

  • The data in the Activity table is independent of the data in the Delinquent Customers table.