How To Create An Overdue Process

99.9% of all overdue processes are created by the Overdue Monitor and require no human intervention. 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 overdue process.
  • After the account is populated on Control Central, choose the Overdue Process + option on the account context menu to transfer to the overdue process transaction in add mode for the account.
  • After the Overdue Process - Main page appears, specify the appropriate Overdue Process Template. The template is used to default the process's events (the template also controls numerous business rules, for example, when it will be canceled, how it will be canceled, etc). Refer to How To Change Overdue Events for a description of how you can override these events.
  • Enter the overdue object(s) in the Collecting On grid. You must define at least one object.
  • Save the overdue process.