Advanced Collections Setup Steps-EndToEnd

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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 > %aintain Resources > 2roups

b. +ame3Start Date 4you can use anyt!ing5

c. Assign Usages

i. Collections

d. Roles

e. Collections Agent

(est Dunning 2roup


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https://oracleappsstore.files.wordpress.com/2012/05/114.png


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6. Import Resource

a. +a$igation " CR% Resource %anager > %aintain Resources > Import Resources

b. Resource Cat 7 Employee

c. Enter Employee 8 t!at as noted pre$iouslyd. Clic9 searc!3select employee

e. Clic9 start import


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f. select start date of t!e resource

g. Clic9 :;.


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i. Clic9 Details


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c. Searc! for" Collection %) Data Source

d. Update t!e template you ant to use for your dunning letters
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e. %anage (emplate ?uery
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+)@E Dun )etter S(21

+)@E Dun )etter S(2*

+)@E Dun )etter S(2


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select toBc!ar4sysdate- %%3DD35 currsysdate-

decode44per.personBfirstBname FF per.personBlastBname5- null-

ARP(BS/)B&U+CBU(I).getBloo9upBmeaning4RESP:+SI@I)I(- APS5- 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- %%3DD35 re?uiredBpayBdate-

rs.sourceBname collectorBname-


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2. Setting up for Dunning Plans

a. +a$igation" Collections Administrator > Setup C!ec9list

b. Clic9 on 'ome tab


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3. Create Scoring Components

a. +a$igation" Collections Administrator > Setup C!ec9list > 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


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f. Select Malue (ype as Select Statement

g. 2i$e any $alid S/)

XXX Dunning Comp

SE)EC( +M)4%A4A@).@UC;E(BSE/UE+CEB+U%5-J5

&R:% ARBA2I+2B@UC;E(S A@

-ARBA2I+2B@UC;E(B)I+ES A@)

-ARBPA%E+(BSC'EDU)ES ARP

-IEBDE)I+/UE+CIES DE)

N'ERE A@).A2I+2B@UC;E(BID 7 [email protected]+2B@UC;E(BID

A+D A@.@UC;E(B+A%E 7 Aging @uc9et

A+D DE).PA%E+(BSC'EDU)EBID 7 ARP.PA%E+(BSC'EDU)EBIDA+D 4(RU+C4SSDA(E5 (RU+C4ARP.DUEBDA(E55 @E(NEE+ A@).DASBS(AR( A+D A@).DASB(:

A+D DE).S(A(US I+ 4DE)I+/UE+(- PREDE)I+/UE+(5

A+D ARP.S(A(US 7:P

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


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!. Define segments and clic9 neGt

IEB&B@I))(:BM


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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!
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6. Define Contacts ith !unning purpose

". #unning Concurrent Programs

# IE" Scoring Engine 'arness"

ou can select up to fi$e scoring engines to run at t!e same time. (!e scoring !arness assigns a $alue to an

ob


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program to clean all t!e score !istory for all ob

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Advanced Collections Setup Steps-EndToEnd