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Advanced Collections setup steps

1. Creating a user account and assigning responsibilities


In System Administrator Responsibility> Security>User>Define
Enter a Username and Passord
Assign t!e folloing responsibilities"
# System Administrator
# Application De$eloper
# Recei$ables %anager
# Collections Agent
# Collections &orms Administrator
# CR% Resource %anager
# Collections '(%) Admin
# (elesales Agent
# 'uman Resources %anager
# CR% Administrator
*. Setting up an Employee
# +a$igate to 'R Responsibility
# Setup employee
# People>Enter , %aintain
# Enter name- birt!day- gender- SS+ and Sa$e
# +ote t!e employee number
.. Attac! t!e employee name to t!e user name
# +a$igate to System Administrator Responsibility
# Security>User>Define
# /uery your Username
# Enter t!e &ull +ame as it appeared in t!e 'R setup screen abo$e
# Sa$e
0. Create a group
a. +a$igation " CR% Resource %anager 1> %aintain Resources 1> 2roups
b. +ame3Start Date 4you can use anyt!ing5
c. 1Assign Usages
i. Collections
d. 1Roles
e. Collections Agent
(est Dunning 2roup
6. Import Resource
a. +a$igation " CR% Resource %anager 1> %aintain Resources 1> Import Resources
b. Resource Cat 7 Employee
c. Enter Employee 8 t!at as noted pre$iously
d. Clic9 searc!3select employee
e. Clic9 start import
f. select start date of t!e resource
g. Clic9 :;.
!. Sa$e Resource.
i. Clic9 Details
<. &rom t!e Resource %anagement &orm- enter t!e Username
9. Clic9 on Roles (ab 4Security , Access5
Add t!e folloing roles"
Collections Role (ype
Collections Agent Role
l. Clic9 on t!e 2roup (ab
/uery 2roup you created pre$iously
Close t!e form
m. Add yourself as an employee to t!e group
Close t!e form.
==============1
1. Changing Data Template
a. +a$igate to" >%) Publis!er Administrator
b. Clic9 on Data Definition tab
c. Searc! for" Collection >%) Data Source
d. Update t!e template you ant to use for your dunning letters
e. %anage (emplate ?uery
>>> 1+)1@E Dun )etter A S(21
>>> 1+)1@E Dun )etter A S(2*
>>> 1+)1@E Dun )etter A S(2.
select toBc!ar4sysdate- C%%3DD3DDDDE5 currsysdate-
decode44per.personBfirstBname FF per.personBlastBname5- null- ARP(BS/)B&U+CBU(I).getBloo9upBmeaning4CRESP:+SI@I)I(DE- CAPSE5-
per.personBfirstBname5 firstBname-
per.personBlastBname lastBname-
org.partyBname orgBname-
loc.address1 address1-
loc.address* address*-
loc.city city-
loc.state state-
loc.postalBcode postalBcode-
per.personBfirstBname firstBname1-
4select sum4aps.amountBdueBremaining5
from
ieGBdelin?uenciesBall dd-
arBpaymentBsc!edulesBall aps
!ere
dd.paymentBsc!eduleBid 7 aps.paymentBsc!eduleBid and
dd.partyBcustBid 7 org.partyBid and
dd.custBaccountBid 7 "ACC:U+(BID and
dd.customerBsiteBuseBid 7 "CUS(:%ERBSI(EBUSEBID5 totalBamountBdueBremaining-
toBc!ar4sysdateH10- C%%3DD3DDDDE5 re?uiredBpayBdate-
rs.sourceBname collectorBname-
rs.sourceB<obBtitle collectorBtitle-
rs.sourceBp!one collectorBp!one-
cursor
4select
ct.trGBnumber in$oiceBnumber-
toBc!ar4ar.dueBdate- C%%3DD3DDDDE5 dueBdate-
ar.amountBdueBremaining amountBdueBremaining
from
ieGBdelin?uenciesBall d-
arBpaymentBsc!edulesBall ar-
raBcustomerBtrGBall ct
!ere
d.partyBcustBid 7 org.partyBid
and d.custBaccountBid 7 "ACC:U+(BID
and d.customerBsiteBuseBid 7 "CUS(:%ERBSI(EBUSEBID
and d.paymentBsc!eduleBid 7 ar.paymentBsc!eduleBid
and d.status 7 CDE)I+/UE+(E
and ar.customerBtrGBid 7 ct.customerBtrGBid
and ar.amountBdueBremaining I> J
5 as paymentB!istory
from
'KB):CA(I:+S loc
-!LBparties org
-!LBparties per
-<tfBrsBresourceBeGtns rs
!ere
loc.locationBid 7 "):CA(I:+BID
and org.partyBid7 "PAR(DBID
and per.partyBid 7 n$l4"C:+(AC(BID- org.partyBid5
and rs.RES:URCEBID 7 "RES:URCEBID
f. SE)EC( (E%P)A(EBID- APP)ICA(I:+BID- (E%P)A(EBC:DE- (E%P)A(EB+A%E &R:% >D:B(E%P)A(ESBM) N'ERE
(E%P)A(EB+A%E )I;E CO%y(emplate+ameOEP
g. Merify reference eGist beteen >D: (emplate and Collections /uery
SE)EC( Q &R:% IE>B/UERDB(E%PB>RE& N'ERE (E%P)A(EBID 7 I%y(emplateID>P
!. Re$ie t!e eGisting ?ueries in t!e table based on Dunning )e$el4Strategy le$el5 in t!is case- e are using @ill(o.
SE)EC( /UERDBID- DESCRIP(I:+ from IE>B>%)B/UERIES N'ERE :@REC(B(DPE 7 CDU++E A+D /UERDB)EME) 7 C@I))B(:P
i. Insert into ro into IE>B/UERDB(E%PB>RE& table connecting (emplate and /uery Use t!e se?uence $alue from
IE>B/UERDB(E%PB>RE&BS for /UERDB(E%PBID
Recei$ables 1> Setup 1> Collections 1> Aging @uc9ets
>>> Aging @uc9et
2. Setting up for Dunning Plans
a. +a$igation" Collections Administrator 1> Setup C!ec9list
b. Clic9 on 'ome tab
c. Clic9 on Edit /uestionnaire for :perations Setup
d. C!ec9 t!e @ill (o radio button and c!ec9 boG for collection 3 dunning le$el
e. Clic9 +eGt lea$e default.
f. Clic9 +eGt.
g. Clic9 on Dunning Plan radio button for collections met!od
3. Create Scoring Components
a. +a$igation" Collections Administrator 1> Setup C!ec9list 1> Clic9 on tab Collections %et!od Setup
b. Clic9 on Create Scoring Component
c. 2i$e a name
d. Enable t!e c!ec9 boG
e. Select type as @ill (o
f. Select Malue (ype as Select Statement
g. 2i$e any $alid S/)
XXX Dunning Comp
SE)EC( +M)4%A>4A@).@UC;E(BSE/UE+CEB+U%5-J5
&R:% ARBA2I+2B@UC;E(S A@
-ARBA2I+2B@UC;E(B)I+ES A@)
-ARBPAD%E+(BSC'EDU)ES ARP
-IE>BDE)I+/UE+CIES DE)
N'ERE A@).A2I+2B@UC;E(BID 7 A@.A2I+2B@UC;E(BID
A+D A@.@UC;E(B+A%E 7 C>>> Aging @uc9etE
A+D DE).PAD%E+(BSC'EDU)EBID 7 ARP.PAD%E+(BSC'EDU)EBID
A+D 4(RU+C4SDSDA(E5 A (RU+C4ARP.DUEBDA(E55 @E(NEE+ A@).DADSBS(AR( A+D A@).DADSB(:
A+D DE).S(A(US I+ 4CDE)I+/UE+(E- CPREDE)I+/UE+(E5
A+D ARP.S(A(US 7E:PE
A+D DE).CUS(:%ERBSI(EBUSEBID 7 "@I))(:BID
!. Clic9 on apply.
4. Create Scoring Engine
a. Clic9 on Create scoring Engine tab under Collections %et!od Setup
b. Clic9 on Create Scoring Engine button
c. &ill up t!e form as in screen s!ot and clic9 neGt
>>> Dunning Scoring engine
d. Clic9 on Add Score Component
e. Searc! you Scoring Component and select it
f. ;ey in t!e eig!t for t!at component and clic9 on
recalculate button
g. Define ranges for you component and clic9 neGt
!. Define segments and clic9 neGt
IE>B&B@I))(:BM
5. Create Dunning Plans
a. 2o to create dunning plans tab under Collections %et!od Setup
b. &ill in t!e form and select t!e aging buc9et you ant to use for t!is dunning plan- clic9 neGt
Dunning Plan
c. Select t!e scoring engine you created and clic9 neGt
d. Define your dunning plan as per t!e score and assign dunning letter template and clic9 neGt
e. Clic9 finis!
6. Define Contacts ith !unning purpose
". #unning Concurrent Programs
# IE>" Scoring Engine 'arness"
Dou can select up to fi$e scoring engines to run at t!e same time. (!e scoring !arness assigns a $alue to an ob<ect suc! as a customer- account- or
bill to location. Anot!er score determines !et!er transactions are delin?uent- pre1delin?uent- or current. At a minimum- you must run a scoring
engine t!at scores transactions to create delin?uenciesP and t!en run a scoring engine to score t!e le$el of your dunning plan 4customer- account-
or bill to location5.
Set
# IE>" Collections @uc9et profile for your aging buc9et.
# IE>" Send Dunnings for delin?uent customers"
(!is program sends t!e results of t!e scoring engine !arness to :racle :ne1to1:ne &ulfillment to send out dunning
correspondence
IE>" Purge Score 'istory (able
(!e concurrent program IE>" Score 'istory Purge" Purges !istorical data stored in t!e IE>BSC:REB'IS(:RIES table. Run t!is program if you
do not use !istorical data.
(!e parameters"
a5 Score :b<ect ID" (!is parameter ill clean up score !istory for a single ob<ect- CCustomer3Account3Site3(ransactionE. &or eGample if you pic9 a
customer you can say to clean all scores for customer 7 C@usiness NorldE.
b5 Score :b<ect Code" (!is parameter ill clean up all t!e !istory for t!e type of ob<ects. &or eGample- you can set it to clean up all scores for
transactions.
c5 Re?uest ID" (!is parameters ill clean up all t!e scores generated by a concurrent program re?uest. If you ran a concurrent program it! a
scoring engine and did not li9e t!e result- you can basically ipe it clean by entering t!e re?uest id.
d5 (!e recommendation is for administrator to run t!is at least once a ee9 to clean up transaction !istories. :R to run t!is and lea$e all t!e fields
blan9 and only select CSa$e )ast RunE 7 CDE- !ic! ill cause t!e concurrent program to clean all t!e score !istory for all ob<ects @U( it ill
lea$e t!e last score created for eac! ob<ect. So if you run scoring for customers for a year- if you use t!is option all t!e scores eGcept t!e last one
for eac! of your customers ill be deleted.