Collection Process - SAs (Service Agreements)
The SA page contains the service agreements whose debt is being collected by the collection process. Open this page using and navigate to the SAs page.
The Description of Page section below describes the fields on this page. Refer to How To Perform Common Collection Process Functions for more instructions describing how to use this transaction.
Description of Page
The top portion of every page in this page contains the following information:
Collection Process is a concatenation of summary information about this collection process. It is composed of the name of the main customer on the account, the collection status, the reason code for the collection status, the collection class control name, and the creation date of the process.
ID is the unique system-generated identifier for this collection process.
The Collection SAs scroll contains the service agreement being collected under this collection process. To modify a service agreement linked to the collection process, simply move to a field and change its value. To add a new service agreement, press the + button to insert a row, then fill in the information for each field. The following fields display:
Service Agreement ID identifies the service agreement being collected. Information about the service agreement is displayed beneath the SA ID.
Status defines the state of the service agreement in respect of the collection process. The following values may exist:
Active An Active service agreement is one currently being collected by the collection process. The service agreement will remain in this state until the last event linked to the process is complete OR the customer pays the collection amount on the service agreement OR you want to remove the service agreement from the collection process for whatever reason.
Inactive A service agreement becomes Inactive within the collection process when the last event linked to the process is completed OR the customer pays the collection amount on the service agreement OR you want to remove the service agreement from the collection process for whatever reason
The Collection Amount is the amount of debt that initially triggered the collection process. This will be zero for collection processes that were created manually.
The Amount Still Owing is the amount of debt older than the Collection Amount Base Date defined on the Main page.
The Credit Amount is displayed if the Amount Still Owing is less than zero.
The SA Balances area displays how much is owed for the service agreement. The Days Old and Arrears Amount information shows how old the current balance is. This information will be blank if the current balance is a credit.
Information about debt balances by age is not applicable to open-item accounts.
Current Balance indicates the amount the customer currently owes for the service. Payoff Balance indicates the amount the customer would owe if they wanted to close the service agreement. This value is only displayed when it differs from the current balance.
Refer to Current Amount versus Payoff Amount for more information.