What Happens When A Collection Process Is Started?

When you define collection criteria, you must define the collection process template to use if the criteria are violated. The system uses this template to create the account-specific collection process.

Every service agreement that is part of the offending debt class that has debt older than X days will be linked to the collection process (where X is the debt age on the collection criteria).

Also linked to the collection process will be one or more collection events. These events are typically a series of letters meant to prod the customer (you can also create an event that sends a To Do entry to a user to highlight the offensive debt). You define exactly which letters are generated and when they are generated when you set up the events on your collection process templates.

It's important to note that all of the collection events will be created when the collection process is created. Each of these collection events contains a trigger date. The trigger date of the first event(s) will typically be the current date. The trigger date of the other events will be in the future. Refer to Calendar vs Work Days for information that describes how the trigger date is set.

A separate process, Activate Collection Events, is responsible for activating collection events whose date is on or before the current date. Activation of an event causes the system to do whatever the event indicates (e.g., send a letter, send a To Do entry to a user, start a severance processes, etc.)

If adequate payments / credits are recorded in the system, the collection process will be cancelled.