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Advanced Collections Basic Collections Setup (Doc ID



In this Document
Troubleshooting Steps
1. Confirm additional product installation:
2. Setup your Collections User:
3. Decide what level you want the Dunning and Strategies to work.
4. Setup the UOM for the Strategy processing to use:
5. Exchange Rate Setup
6. Collector Setup with and without Territories.
7. Create Delinquencies
8. Dunning Plans or Strategies
9. Schedule Processes for Workflow regarding Strategies
Oracle Advanced Collections - Version 11.5.8 and later
Information in this document applies to any platform.
The intention of this document is to show the basic Collections setup steps in one
location. This document is not to be used in place of the Oracle Collections
Implementation Guide. Please make sure to setup all other associated products such as
One to One Fullfillment for Release 11i, TeleSales, Interaction Center and any other

CRM setups in the Implementation Guide.

Steps to complete a basic setup:
1. Confirm additional product installation:

Confirm that you have the appropriate products installed to allow Collections to work
properly. The following files will need to be compiled on your instance resulting in .plx
files. Without these files compiled, Collections will not work properly.
CUSTOM.pll, GLOBE.pll, FNDSQF.pll, JE.pll, JA.pll, JL.pll,
CSUTILS.pll, CSQKMENU.pll, (ASTCORE.pll in Release 11i only)
This information is outlined in Note: 557452.1 where you will see the requirements for
licensing the product at various levels.
2. Setup your Collections User:

A. To create an account:
In System Administrator Responsibility> Security>User>Define
Enter a Username and Password
Assign the following responsibilities:

System Administrator
Receivables Manager
Collections Agent
Collections Forms Administrator (For Release 11i)
Collections HTML Admin (For Release 11i)
Collections Administrator (For Release 12)
Collections Manager (For Release 12)
CRM Resource Manager
Human Resources Manager

B. In your HR Responsibility :

Setup employee
People>Enter & Maintain
Enter name, birthday, gender, SSN and Save

Note the employee number

C. In System Administrator Responsibility:

Query your Username
Enter the Full Name as it appeared in the HR setup screen above

D. Using the CRM Resource Manager Responsibility

Menu: Maintain Resource

Create a Group
o -Name/Start Date (you can use anything)
o -Assign Usages
Collections Application
Sales & Telesales Application
o -Roles
o Collections Agent
o Telesales Agent
Import Resource
o Resource Cat = Employee
o Enter Employee # that was noted previously
o Click search/select employee
o Click create resource
Default Value window
o select start date of the resource
Close the window
Select Resources click Save
Click Details
From the Resource Management Form, enter the Username
Click on Roles Tab (Security & Access)
o Add the following roles:
o Collections Role Type
o Collections Agent Role
o Collections Manager Role (optional)
o Collections Administrator (optional)
o Telesales Role Type
o Telesales Agent Role
o Telesales Manager Role (optional)
o Telesales Administrator (optional)
Click on the Group Tab
Query Group you created previously
Add as an employee to the Group

Close the form.

3. Decide what level you want the Dunning and Strategies to work.

For Release 11i: Customer, Account, Bill-To, Delinquency

Use the responsibility - Collections HTML Administrator>Setup
For Release 12: Customer, Account, Bill-To, Delinquency
Use the responsibility - Collections Administrator>Setup Checklist
Please be sure to read the Oracle Advanced Collections User and Implementation Guides
for details on the setup of the application for your instance.
4. Setup the UOM for the Strategy processing to use:

If you are using Dunning Plans only, you may skip this step.
There are 2 mandatory setups:
1- For the UOM to appear under Work Item Template, the UOM must be created under
class Time class (not TIME)
2- Please ensure the UOM has a conversion attached to it. The UOM will only appear if
there has a conversion attached to it.
3- After this information has been save, please bounce the apache server, clear the
_oa__html_pages directory and the browser cache
A. To create a UOM and UOM class:
Defining Unit of Measure Classes
Responsibility Inventory
Menu: Setup > Units of Measure > Classes.
1. In the Units of Measure Classes window, select File > New.
2. Enter a unique name for the unit of measure class.
3. Enter a description for the UOM class.
4. Define the base unit of measure for this class.
5. Enter a unique abbreviation for the unit of measure with a maximum length of three
6. Select the "inactive on" date from the date picker.
7. Save your work.
Development's recommendation for proper UOM for Advanced Collections is to not use
a UOM that is smaller then 1 hour. Using minutes and/or seconds will cause issues with
the application and should be avoided.

B. Click on Conversion and define the conversion for the UOM you just created.
C. The profile option : Time unit of Measure Class (JTF_TIME_UOM_CLASS) needs
to be set for Collections HTML administration(R11i) or Collections Administrator(R12)
to determine the UOM class needed to be used.
1- Please set the profile Time unit of Measure Class (JTF_TIME_UOM_CLASS)
2- Save
3- Clear the browser cache
4- Bounce the apache server and clear the _pages directory:
- log onto UNIX
- dir comn/admin/scripts
- stop apache stop
- navigate back to _oa__html pages directory
- run command to delete all pages
rm -rf *
- navigate back to scripts directory
- start apache start
5. Exchange Rate Setup

If you are on Release 12, you may use the profile option - IEX: Default Exchange Rate
Type to define your Exchange Rate Type. You no longer need to setup Credit
Management to assign this information.
If you are still in Release 11i, then setup Credit Management with Credit Management
Super User responsibility
Oracle Collections is designed to read data from the AR_TRX_BAL_SUMMARY table
for use in the customer balances of the UWQ and the last payment information in the
Collections Header. For this reason, you MUST install Credit Management and the latest
patchset to have these functions working in Collections. Credit Management concurrent
processes populate and update the data in the AR_TRX_BAL_SUMMARY table.
Collections also uses the Exchange Rate from Credit Management, so you must setup:
-Using Credit Management SuperUser responsibility
-Policy Management>System Options
-Make sure that these settings are set including Exchange Rate
-You can tell if they are set because when you first look at the screen, if you can select an
aging bucket, then it's not set. When the system options are set, you should not be able to
select an aging bucket.

For specific information on setting up Credit Management, please review the Credit
Management User Guide.
For information on the new UWQ Summary Table in Release 11i.IEX.H RUP 4 and R12,
see Note 405933.1.
6. Collector Setup with and without Territories.

Advanced Collections uses the AR Collector and the CRM Resource to assign work to
Collectors. You create an AR Collector and assign it to an Account or Bill To, and
during the creation of the AR Collector you assign an employee which is linked to a
CRM Resource. Advanced Collections uses the Resources for the work assignments,
and by virtue of the employee assigned to the resource, the AR Collector is linked. The
Customer Standard form contains fields to update the Collector at the Account and Bill
To levels. However, there is no form that will allow a manual update of the AR
Collector at the Customer/Party level. The only way to assign a Collector to a
Customer/Party is through the creation and use of the Territory in Oracle Territory
For this reason, we ask customers to carefully consider what level they will handle
Advanced Collections because the Collector must be assigned to that same level.
For specific information in Release 11i on this process, please review Note: 367373.1
For specific information in Release 12 on this process, please review Note: 1397139.1
7. Create Delinquencies

The basis for all work in Advanced Collections is a Delinquency. Work cannot be
completed in Advanced Collections unless you have created Delinquencies for your
customers. You may simply do this by running the following concurrent process:

Collections Forms Administrator>Submit Request

Run the following jobs:
o IEX: Scoring Harness
One line per parameter in this order 2,1,6 or 7
Engine 2 to create the delinquency
Engine 1 to score the Party
Run engines 6 or 7 depending on setup of strategies.
6 is for Account
7 is for Bill To

The aging of delinquencies occurs in the Delinquency Management process, which is

spawned from the IEX: Scoring Harness Engine Harness. To confirm that you have

created delinquencies, you can do a query on the iex_delinquencies_all table.

Select count(*) from iex_delinquencies_all;
If you choose to create custom scoring engines, and you have multiple concurrent
processes spawning, you may need to run the scoring engines separately.
8. Dunning Plans or Strategies

Dunning Plans are included without purchase of the license and replace the Dunning
Letters in Oracle Receivables Release 11i.
Strategies are available for use with a paid Advanced Collections license and are
considered part of the Advanced features.
Strategies are the work items that your collectors will use to determine the course of
action to closing the delinquency and receiving the money from the customer. The steps
are too lengthy to explain here, please review the User Guide and White Papers for more
Note: 269112.1 Using Collections Scoring and Strategies for Superior Collecting
For more details about the Advanced and Basic features of Advanced Collections, please
review Appendix G in the Oracle Advanced Collections Implementation Guide which is
available on
9. Schedule Processes for Workflow regarding Strategies

In order for Work Items to be advanced in Collections you'll need to schedule the
following processes to run on a regular basis automatically:
Collections Forms Administrator responsibility - Menu>Submit Request>Single Request
Workflow Background Process
Item: Strategy Fulfillment Mailer
This will move work items waiting to go to Fulfillment.
Item: Collection Strategy Work Flow
This will keep the work items moving once they are created.
To confirm that you have created strategies and work items you can query the tables as
Select count(*) from iex_strategies

Select count(*) from iex_strategy_work_items

For more information on Scoring Engines and Strategy Work, please review the White
Paper that has been written by development noted in Step 8 and is available on
For further information about this product, please review the Oracle Collections
Implementation Guide and User Guides which can be found on MetaLink, click on
Online Documentation. Click on the special link to the 11.5.10 or R12 Documentation