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Version 11i.IEX.H
Version 1.04, 07 January 2008
By Dave Snodgrass
Things to add:
• Set profile option IEX: Collector Access Level. It sets the level at which IEX: Territory
Assignment assigns collectors (Party, Customer Account, or Bill To).
• Set profile option IEX: Strategy Assignment Default Resource.
• Set profile option IEX: Strategy Default Template.
• Set profile option IEX: Strategy Fulfilment Resource.
• Set profile 'IEU: Queue: Advanced Outbound Telephony' to No. This should prevent the
error "APP-IEU-241011: Connection to UWQ server could not be established. You will not
be able to 'Get Work' for Media." from appearing when you open the collector’s work
queue.
• To use the Send Copy button on the invoice form, set profile option IEX: Invoice
Fulfillment Template to an appropriate template.
• Set profile options IEX: Automatically Populate Grids to Yes.
• Hide or display IEX tabs by changing the exclusions on the Collections Agent
responsibility.
Contents
Introduction .................................................................................................................... 3
Set Up Credit Management System Options......................................................................... 3
Set Up Advanced Collections System Options ...................................................................... 3
Set Up Delinquency Prioritization Status ............................................................................. 4
Set Up Inventory Time Unit of Measure............................................................................... 6
Refresh AR Summary Tables ............................................................................................. 9
Define Collections Group ................................................................................................. 12
Set Up Collectors ........................................................................................................... 14
Create HR Employee Record ......................................................................................... 14
Create Oracle Applications User..................................................................................... 16
Collectors Method 1: Import Resources & Assign Roles and Groups ................................... 16
Collectors Method 1: Copy CRM Resources to AR Collectors .............................................. 19
Collectors Method 2: Set Up AR Collectors ...................................................................... 20
Collectors Method 2: Copy AR Collectors to CRM Resources .............................................. 21
Collectors Method 2: Assign Roles and Groups ................................................................ 22
Set Up Territories........................................................................................................... 24
Setting Up Advanced Collections 11i.IEX.H-v1.04.doc (Dave Snodgrass) 1
Strategic Territory ....................................................................................................... 26
National Territory ........................................................................................................ 28
West Territory............................................................................................................. 29
East Territory.............................................................................................................. 31
Generate Territory Packages............................................................................................ 32
Assign Territories ........................................................................................................... 33
Daily Concurrent Programs.............................................................................................. 34
(B) OK
(B) Schedule
After you click the OK button, and then the Schedule button, the Schedule window appears. This
is where you schedule the program to run every 15 minutes. On the left side of the window (in
the Run the Job… zone) click the radio button for Periodically. Then you can enter that you want
the program to re-run every 15 minutes.
(B) Used In
Click on the Used In tab and assign the two application areas shown below to the group.
After you save your changes, you might want to write down the Employee Number. It’s in the
field just above the Social Security number. Having this number can make it easier to import the
CRM resources in the later steps.
Setting Up Advanced Collections 11i.IEX.H-v1.04.doc (Dave Snodgrass) 15
Create Oracle Applications User
Responsibility: System Administrator (N) Security > User > Define
Enter an appropriate User Name. In the Person field, select the HR employee you just set up in
the last step. Assign the user at least one appropriate Advanced Collections responsibility, such
as Collections Agent. To make the next steps easier, you should assign all of your collectors at
least one common responsibility. You can assign them many other responsibilities, but you
should assign all of them at least one common responsibility, such as Collections Agent.
Collectors Method 1, Step 1: Import Resources & Assign Roles and Groups
In this step you import the HR employee into the CRM system as a resource.
Responsibility: CRM Administrator (N) Resource Manager > Maintain Resources > Import
Resources
When the form appears, enter the employee number in the Number field in the Selection Criteria
zone. If you prefer, you can also search using the employee’s name or other information.
(B) Search
When you click the Search button, the employee appears in the Search Results zone, and the
Select checkbox should be checked.
(B) Start Import
When you click the Start Import button, the Set Resource Attributes window appears. You don’t
need to enter any more information in this window.
(B) OK
When you click the OK button, the Review and Import Selected Resources window will reappear,
and the Details button will no longer be grayed out.
(B) Details
(T) Groups
On the Groups tab, enter the Group and Group Member Role shown below.
The program will copy the CRM resource to an AR collector if the following conditions are met:
• The resource has the appropriate roles and group memberships (as described above).
• The Oracle Applications user (which is linked to the HR employee, which is linked to the
CRM resource) is assigned one of the responsibilities you enter as a parameter when you
run this program.
You can verify that this program created AR collectors by navigating to Setup > Collections >
Collectors in the Receivables Manager responsibility and reviewing the newly-created collectors.
The program will copy the AR collectors to CRM resources. You will see in the next step that the
CRM resource was created.
(B) Find
When you click the Find button, the Resource Search Results window will appear.
(T) Groups
On the Groups tab, enter the Group (Collections) and Group Member Role (Collections Agent).
Set Up Territories
In Advanced Collections, collectors can be assigned to customers based on territories. You set up
territories that define which customers belong in which territories, and you assign a collector to
each territory. Then you can run a concurrent program to assign collectors to customers based
on the territories you set up.
In this document I will describe how to set up four territories:
• Strategic, which will include certain named customers.
• National, which will include customers with Category equal to National. Customers
assigned to the Strategic territory will not be available to be assigned to the National
territory).
• West and East, which will include customers based on zip code ranges. Customer assigned
to the Strategic and National territories will not be available to be assigned to the West
and East territories.
Before you can define territories, you need to enable territory qualifiers. Territory qualifiers are
the customer attributes you use to define territories.
Responsibility CRM Administrator (N) Territory Manager > Territory Administration
When you get to the territory Navigator (shown in the screen shot below), you should always be
sure you are working in the Oracle Sales and Telesales usage. You may notice that there is also
an Oracle Collections usage, but Advanced Collections is not yet using this. For Advanced
Collections, all of your territory setup must be done under the Oracle Sales and Telesales usage.
(T) Resources
Use the Resources tab to assign a collector to each territory. In addition to selecting a Resource
Name, you need to specify the Access Type Account.
Assign Territories
Note: Prior to 11i.IEX.H, Advanced Collections used the Territory Manager concurrent program
“Assign Territory Accesses” to assign customers to territories. When that program ran, it created
rows in the AS_ACCESSES_ALL table to record the assignment of customers to territories.
Since 11i.IEX.H, Advanced Collections uses its own concurrent program “IEX: Territory
Assignment” to assign customers to territories and collectors. Instead of inserting or updating
rows in the AS_ACCESSES_ALL table, Advanced Collections updates the table
HZ_CUSTOMER_PROFILES to record the collector for each customer. After “IEX: Territory
Assignment” runs, you can see which collector is assigned to each customer by going to the
Customer – Standard form in Receivables and looking at the Profile: Transactions tab.
Responsibility: Collections Forms Administrator (N) Submit Request
Submit the IEX: Territory Assignment concurrent program. The recommended parameters are
Range = All and Run Mode = Total.
Submit IEX: Scoring Engine Harness a second time to score the accounts. Note that the screen
shot below shows this program being submitted for scoring engine 6 (Account Scoring). If you
create your own scoring components and engine for scoring accounts, then choose that new
scoring engine when you run this program.