Write Off Control - Main

Select Admin > Credit & Collection > Write Off Control > Add to define basic information about a write-off control. After entering basic information, navigate to the Criteria tab to define the type of write-off process to start when given criteria are met.

Fastpath:

For more information about write-off control, refer to Designing Write-Off Controls.

Panel controls

Enter a Write Off Control code and Description for the write-off control (WOC).

Enter the Collection Class to which the WOC applies.

Enter the Write Off Debt Class Code to which the WOC applies.

Enter general Comments to further describe the WOC.

Define the Synch All Algorithm used by the system to generate adjustments that cause current balance to equal payoff balance on the service agreements to be written off. This type of algorithm is issued before you actually start a write-off process as current balance is meaningless at write-off time (the customer owes you the payoff balance). If you haven't done so already, you must set up this algorithm in the system. To do this:

  • Create a new algorithm (refer to Setting Up Algorithms).
  • On this algorithm, reference an Algorithm Type that synchronizes current and payoff balances.

Define the Debt Transfer Algorithm used by the system when it attempts to transfer the unpaid debt to another active service agreement linked to the stopped SA's account. If you haven't done so already, you must set up this algorithm in the system. To do this:

  • Create a new algorithm (refer to Setting Up Algorithms).
  • On this algorithm, reference an Algorithm Type that transfers unpaid balances.

Define the Write Down Algorithm used by the system when it attempts to write-down small debt and/or credit balances. If you haven't done so already, you must set up this algorithm in the system. To do this:

  • Create a new algorithm (refer to Setting Up Algorithms).
  • On this algorithm, reference an Algorithm Type that writes down small amounts.

Define the Credit Refund Algorithm used by the system when it refunds a credit balance to a customer. If you haven't done so already, you must set up this algorithm in the system. To do this:

  • Create a new algorithm (refer to Setting Up Algorithms).
  • On this algorithm, reference an Algorithm Type that refunds credit balances.