How To Create A Write-Off Process
99.9% of all write-off processes are created by the Write-Off Monitor and require no human intervention before they are executed (refer to How Are Write-off Processes Created for information about how the account debt monitor creates write-off processes). The other 0.1% are created by users on-line / real time. The following points describe how to create the 0.1%.
- Use Control Central to choose the account that requires a new write-off process.
- After the account is populated on Control Central, choose the option on the account context menu to transfer to the write-off process transaction in add mode.
- After the Write-off Process - Main page appears, specify the appropriate Write Off Control. Write Off Control defines the debt class (i.e., the type of debt) associated with the write-off process. This is important as it controls which service agreements can be linked to the write-off process (every service agreement is associated with a specific debt class). It's important to be aware that if an account's service agreements reference multiple write-off debt classes, a write-off process must be created for each write-off debt class that you want to collect.
- Choose a Write Off Process Template. Write Off Process Template defines the write-off events in the process. You can override these events on the Events page. For more information, refer to Setting Up Write-off Process Templates.
- Navigate to the SAs page to define the specific service agreement's whose debt is covered by this write-off process. You must define at least one service agreement.
- Save the write-off process.