Designing Your Collection Procedures

The design of your collection procedures is an iterative process. Over time, you will develop intuitive skills that will allow you to skip some iterations. However, when you're starting out, we recommend you use the following matrix as your guide. When the matrix is complete, you're ready to set up the collection process control tables.

SA's Debt Class	Account's Collection Class:	Account's Collection Class:

The topics discussed below will gradually complete this matrix using a simple case study.

Fastpath:

For more information about how the information in this matrix is used to monitor your customers' debt, refer to Different Collection Criteria For Different Customers And Different Debt.

• Designing Your Debt Classes
  
• Designing Your Collection Classes
  
• Designing Collection Class Controls
  
• Designing Your Collection Class Control Overrides
  
• Designing Collection Process Templates & Collection Event Types
  
• Defining Cancellation Process Auto Cancellation Criteria