Calendar vs. Work Days

When you set up your collection, severance and write-off process templates, you supply information that controls how the system determines the trigger date of each event in the related process. There are two different mechanisms for doing this:

  • When you set up your severance process templates, you must define the number of days between each event. For example, the second event (send cutoff warning) may need to be triggered 7 days after the first event (send reminder letter).
  • When you set up your collection and write-off process templates, you must define the number of days after the start of the process when each event should be triggered. For example, the second event (send cutoff warning) may need to be triggered 7 days after the start of the collection process.

The system uses this information in conjunction with the account's division's work calendar when it allocates a trigger date to the various collection, severance, and write-off events in your processes. The system offers you the following choices in respect of how it calculates an event's trigger date:

  • You can indicate that the trigger date should be set to the next possible workday. For example, if you indicate that the second event is triggered 7 days after the first event, the system will add 7 days to the first event's completion date. It then checks if this is a workday (and not a holiday), if so, this is the trigger date of the event; if not, it assigns the trigger date to the next workday.
  • You can indicate that the trigger date should be calculated by counting workdays. For example, if you indicate that the second event is triggered 7 days after the first event, the system will count 7 workdays (using the account's division's work calendar), and set the trigger date accordingly.

You must define which of the above methods is used in the following processes: