Overdue Process - Main
The Main page contains core overdue process information. Open this page using
Description of Page
Refer to How To Perform Common Overdue Process Functions for more instructions describing how to use this page.
Overdue Process contains a concatenation of important information about the process. Overdue Process ID is the system-assigned unique identifier of the process. These values only appear after the overdue process is added to the database.
Summary information may be overridden. Refer to Overdue Process Information Is Overridable for how your implementation can override the summary information that appears throughout the system.
Account ID identifies the overdue process's account.
Multiple overdue processes may be linked to an account. It's important to be aware that it's possible for multiple, active overdue processes to be linked to an account. The Alert zone will contain a summary of the account's overdue processes.
Status defines the state of the overdue process. The following values may exist:
- Active, Events Pending. Overdue processes are initially created in this state. An overdue process remains in this state until there are no Pending or Waiting events.
- Inactive, Canceled by User. An overdue process will exist in this state when it's been manually canceled by a user. Navigate to the Log tab to see when this happened and who did it.
- Inactive, Canceled by System. An overdue process will exist in this state when it's been canceled by the system (typically because the overdue obligations were satisfied). Navigate to the Log tab to see when this happened.
- Inactive, Completed. An overdue process will exist in this state when the system completes its last event. Navigate to the Log tab to see when this happened.
The Cancel button appears if the overdue process is Active, Events Pending and the process's Overdue Process Template has a Cancel Logic plug-in. Click this button to cancel the process.
The Trigger Events button appears if the overdue process is Active, Events Pending. Click this button to activate all pending events that are ready for activation.
If you can't wait for the Overdue / Cut Event Manager to run. The Overdue / Cut Event Manager is a background process that activates events on their trigger date. If you don't want to wait for this process to run, you can click the Trigger Events button on the Main tab to activate the process's events (that are ready for activation).
Overdue Process Template defines the template that was used to create the overdue process's events. You can override these events on the Events page. This field is unprotected when the process is Active and all events are in either the Pending or Canceled states.
Changing the template. If you change the template, the system will delete the events and replace them with the new template's events.
Start Date/Time defines the start date/time of the overdue process. This field is protected after the overdue process is saved on the database. This field is used to derive the trigger date of some overdue events when the process is first created. Subsequent changes to the start date change the trigger dates on the events accordingly.
Inactive Date/Time is the date and time that the overdue process became Inactive. This field is hidden if the process is Active. You can see more details about when and how the inactivation occurred by navigating to the Log tab.
Base Date is reserved for future releases. This field is protected when the overdue process is Inactive.
Enter any Comments about the overdue process. This field is protected when the overdue process is Inactive.
The Collecting On grid holds the overdue objects. For example, if this process manages overdue bills, the grid contains a list of the bills being collected on by this process. This grid is unprotected when the process is Active . The following points describe the columns that appear in the grid:
- Press the + button to add a new overdue object to the process.
- Press the - button to remove an overdue object to the process.
- The next column contains the unique identifier of the overdue object. For example, if this process manages overdue bills, this column will contain the bill ID. The type of object that's specified in this column is control by the overdue process template.
- Original Amount contains the original amount of the overdue object.
- Unpaid Amount contains the unpaid amount of the overdue object.
The Trees at the bottom of the page shows a variety of information about the overdue process including its events and cut processes. You can click on hyperlinked tree nodes to navigate to the page on which the related object is maintained.