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What are the Steps to Setup Advanced Collections? (Doc ID 282798.1) To Bottom

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Purpose Yes
No
Troubleshooting Steps
1. Confirm additional product installation:
Document Details
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: Type:
TROUBLESHOO
5. Exchange Rate Setup Status:
PUBLISHED
Distribution:
6. Collector Setup with and without Territories. Visibility:
EXTERNAL
EXTERNAL
7. Create Delinquencies Last Major
Update: Feb 5, 2015
8. Dunning Plans or Strategies Last Sep 19, 2017

9. Schedule Processes for Workflow regarding Strategies Update: English

Language:
References

Related Products
APPLIES TO:
Oracle Advanced Collections

Oracle Advanced Collections - Version 11.5.10.2 and later

Information in this document applies to any platform. Information Centers
E-Business Suite Product
Information Center Index
PURPOSE [444.2]

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 Document References
One Fullfillment for Release 11i, TeleSales, Interaction Center and any other CRM setups in the Implementation Guide. How to Setup
Territories/Resources/Collectors
to work with Collections after
TROUBLESHOOTING STEPS 11i.IEX.H is Installed?
[367373.1]
Steps to complete a basic setup:

1. Confirm additional product installation: Recently Viewed

How To Make All Pages

Confirm that you have the appropriate products installed to allow Collections to work properly. The following files will need to be Read Only For A User In
compiled on your instance resulting in .plx files. Without these files compiled, Collections will not work properly. Fusion Applications ?
[1999527.1]
CUSTOM.pll, GLOBE.pll, FNDSQF.pll, JE.pll, JA.pll, JL.pll, How To Create Read Only
JTF_GRID.pll, JTFDEBUG.pll, JTF_UTIL.pll ,ASOCORE.pll Access In Release 8 Or
ASTTMLIB.pll, ASTBOMAN.pll, IEUPUWQ.pll Later? [1662626.1]
CSUTILS.pll, CSQKMENU.pll, (ASTCORE.pll in Release 11i only) Cannot View Implementation
Project Tasks With
FND_READ_ONLY_MODE
This information is outlined in Note: 557452.1 where you will see the requirements for licensing the product at various levels.
Profile Option ENABLED
[2160996.1]
2. Setup your Collections User: Revenue Scheduling For A
Recurring Invoice
A. To create an account: [2235516.1]
How to Enable Recurring
In System Administrator Responsibility> Security>User>Define Billing for an Item and use it
on Sales Order? [2326386.1]
Enter a Username and Password Show More

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
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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:

Security>User>Define
Query your Username
Enter the Full Name as it appeared in the HR setup screen above
Save

D. Using the CRM Resource Manager Responsibility

Menu: Maintain Resource

Create a Group
-Name/Start Date (you can use anything)
-Assign Usages
Collections Application
Sales & Telesales Application
-Roles
Collections Agent
Telesales Agent
Import Resource
Resource Cat = Employee
Enter Employee # that was noted previously
Click search/select employee
Click create resource
Default Value window
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)
Add the following roles:
Collections Role Type
Collections Agent Role
Collections Manager Role (optional)
Collections Administrator (optional)
Telesales Role Type
Telesales Agent Role
Telesales Manager Role (optional)
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

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Menu: Setup > Units of Measure > Classes.
Steps
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 of Hour for this class.
NOTE: Per Advanced Collections Development, the product will only working properly with a base unit of
hour.
5. Enter a unique abbreviation for the unit of measure with a maximum length of three characters.
6. Select the "inactive on" date from the date picker.
7. Save your work.

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
adapcctl.sh stop
- navigate back to _oa__html pages directory
comn/html/_pages
- run command to delete all pages
rm -rf *
- navigate back to scripts directory
- start apache
adapcctl.sh 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 Management.

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

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Run the following jobs:
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 information.
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 MyOracleSupport.com

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 follows:

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 MyOracleSupport.

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 CD.

Translated versions:

- Japanese: Document DocID

- Chinese: Document 1549314.1

- Korean: Document DocID

Refer to:

- Multi-Lingual Support (MLS) in the current MOS Environment (Document 1480131.1

[This section is not visible to customers.]

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REFERENCES

BUG:2576919 - FND_REQUEST.SUBMIT_REQUEST DOESN'T SUPPORT SYNCHRONOUS PROCESSING

NOTE:367373.1 - How to Setup Territories/Resources/Collectors to work with Collections after 11i.IEX.H is Installed?
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Related
Products
Oracle E-Business Suite > Financial Management > Credit to Cash > Oracle Advanced Collections > Product Installation > Installation Issues

Knowledge Categories
PLA-Support > EBS > Financials > Receivables > EBS: Advanced Collections ( Primary )

Keywords
AR_TRX_BAL_SUMMARY; AS_ACCESSES_ALL; CHANGE; COLLECTIONS; COLLECTORS; CUSTOMER; DELINQUENCIES; RESPONSIBILITY; SETUP; STRATEGY; TROUBLESHOOT;
UNIVERSAL WORK QUEUE; UWQ
Translations
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Document Attributes
Author: CROGERS.US; Status: PUBLISHED(EXTERNAL)
Owner: CROGERS.US Publisher: CROGERS.US
Alias: Content Type: TEXT/X-HTML
Distribution: EXTERNAL Visibility: EXTERNAL
Created By: CROGERS.US Created: Sep 11, 2004
Modified By: michele.schultz@oracle.com Modified: Sep 19, 2017
Reviewed By: CROGERS.US Reviewed: Dec 21, 2011
Source: AWIZ Exception: No
Priority: 3

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