Write Off Process - Main Information
The Main page contains core write-off process information. Open this page using
The Description of Page section below describes the fields on this page. Refer to How To Perform Common Write-Off Process Functions for more instructions describing how to use this transaction.
Description of Page
The top portion of every page contains the following information:
Write Off Process is a concatenation of summary information about this write-off process. It is composed of the name of the main customer on the account, the write-off status, the reason code for the write-off status, the write-off class control name, and the creation date of the process.
Write Off Process ID is the unique system-generated identifier for this write-off process.
The remaining fields are maintained on the main write-off process page.
Account ID is the system-generated account number. The name of the main customer on the account and its customer class are displayed adjacent.
Write-off Status defines the state of the write-off process. The following values may exist:
Active The system creates a write-off process in the Active state. A write-off process remains in this state until the last event linked to the process is complete OR the finaled debt is paid off OR you want to stop the process for whatever reason.
Inactive A write-off process becomes Inactive when the last event linked to the process is completed OR the finaled debt is paid off OR you want to stop the process for whatever reason. The Reason field tells you how a write-off process became inactive.
To completely understand the significance of a write-off process' status, refer to The Lifecycle Of A Write Off Process And Its Events.
Reason defines how a write-off process became Inactive or why a write-off process is Active. The following values may exist:
Canceled by User This reason should be used when a user manually inactivates a write-off process (for whatever reason).
Canceled by System This reason is populated by the system when it cancels a write-off process. The system automatically cancels a write-off process when all finaled debt associated with the process' service agreements is paid.
Events Pending This reason is populated by the system when a process has pending events.
Completed This reason is populated by the system when it completes the last event linked to the write-off process.
Write Off Control defines the write-off debt class (i.e., the type of debt) associated with the write-off process. This is important as it controls which service agreements can be linked to the write-off process (every service agreement is associated with a specific write-off debt class). This field is gray when there are service agreements linked to the write-off process.
Multiple write-off processes may be linked to an account. It's important to be aware that if an account's service agreements reference multiple write-off debt classes, a write-off process is created for each write-off debt class that you want to write-off.
Multiple write-off processes per write-off debt class. A given write-off debt class for an account may have multiple ongoing write-off processes at any point in time. However, a given service agreement may only be on one active write-off process at any point in time.
Write Off Process Template defines the write-off events in the process. You can override these events on the Events page.
Changing the template. If you change the template when all events are pending, the system will remove the pending events and replace them with the new template's events.
For more information, refer to Setting Up Write Off Process Templates.
Create Date/Time defines the start date/time of the write-off process. This is important as it affects the trigger dates of the process' write-off events. This field becomes protected after the write-off process exists on the database. If you need to change the trigger date on the events you can navigate to the Events tab and change the dates manually. Alternatively, you can perform the following "trick":
- Change the Write-off Process Template to something (anything). Doing this causes the Create Date/Time to become unprotected.
- Specify the date of the first write-off event in the newly unprotected Create Date/Time.
- Change the Write-off Process Template back to the desired value. When you change the template, the system removes the events and creates new ones using the Create Date/Time.
Enter any Comments about the write-off process.
The tree at the bottom of the page shows a variety of information about the account and the write-off process including:
- The service agreements linked to the write-off process.
- The events linked to the write-off process.
- The amount of debt associated with the account's debt classes.
- A summary of other active collection activities (i.e., collection, severance and write-off processes) associated with the account.