Cut Process - Main
The Main page contains core cut process information. Open this page using Menu > Credit & Collections > Cut Process > Search.
Description of Page
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Refer to How To Perform Common Cut Process Functions for more instructions describing how to use this page.
Cut Process contains a concatenation of important information about the process. Cut Process ID is the system-assigned unique identifier of the process. These values only appear after the cut process is added to the database.
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Summary information may be overridden. Refer to Cut Process Information Is Overridable for how your implementation can override the summary information that appears throughout the system.
Overdue Process and Overdue Event define overdue event that created the process. Refer to Cut Processes Exist Under An Overdue Process for more information.
Service Agreement identifies the service agreement being cut.
Premise identifies the service agreement's characteristic premise (if any).
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Multiple cut processes may be linked to an overdue process / event. It's important to be aware that it's possible for multiple, active cut processes to be linked to the overdue event. You can see all cut processes associated with an overdue process on the tree of Overdue Process - Main. The Alert zone will contain a summary of the account's cut processes.
Status defines the state of the cut process. The following values may exist:
• Active, Events Pending. Cut processes are initially created in this state. A cut process remains in this state until there are no Pending or Waiting events.
• Inactive, Canceled by User. A cut process will exist in this state when it's been manually canceled by a user. Navigate to the overdue process's Log tab to see when this happened and who did it.
• Inactive, Canceled by System. A cut process will exist in this state when it's been canceled by the system (typically because the overdue obligations on the overdue process were satisfied). Navigate to the Log tab to see when this happened.
• Inactive, Completed. A cut process will exist in this state when the system completes its last event. Navigate to the overdue process's Log tab to see when this happened.
The Cancel button appears if the cut process is Active, Events Pending and the process's Cut Process Template has a Cancel Logic plug-in. Click this button to cancel the process.
The Trigger Events button appears if the cut process is Active, Events Pending. Click this button to activate all pending events that are ready for activation.
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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 to activate the process's events (that are ready for activation).
Cut Process Template defines the template that was used to create the cut 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.
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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 cut process. This field is protected after the cut process is saved on the database. This field is used to derive the trigger date of some cut events when the process is first created. If you need to subsequently change the trigger date on the events, navigate to the Events tab and change the dates manually. Alternatively, you can perform the following "trick":
• Change the Cut Process Template to something (anything). Doing this causes the Start Date/Time to become unprotected.
• Specify the base date of the cut events in the newly unprotected Start Date/Time.
• Change the Cut Process Template back to the desired value. When you change the template, the system removes the events and creates new ones using the Start Date/Time.
Inactive Date/Time is the date and time that the cut 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 overdue process's Log tab.
Enter any Comments about the cut process. This field is protected when the cut process is Inactive .
The tree at the bottom of the page shows a variety of information about the cut process including its events. You can click on hyperlinked tree nodes to navigate to the page on which the related object is maintained.