collection queue - v1.0

7/31/2019 Collection Queue - V1.0

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Collect ion Queue

December 2009

SSAAPP

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Developed by th eUFA Learning &

Developments Team


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This Quick Reference Guide is designed to get you started in using the indicatedtransactions and is not meant to take place of a full instructional user manual orclassroom training.

Record o f Change

Date

MM/DD/YY

Reason For Change Version Name Sign off

12/17/09 Draft Draft Richard Crabbe

1/19/10 For Distribution V1.0 Richard Crabbe Elsa Gurband

Table of Cont entsI NTRODUCTI ON................................................................................................. 3

TRIGGER................................................................................................................. 3T-CODE .................................................................................................................. 3

COLLECTI ON QUEUE........ ........................ ......................... ........................ ......... 4GENERATING AWORKLISTUDM_SPECIALIST............................................................. 4CREATE APROMISE TO PAY......................................................................................... 8CREATE ARESUBMISSION.......................................................................................... 11CREATING ANOTE................................................................................................... 15

Collection Queue UDM_SPECIALIST 2 of 16


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Introduction

Trigger

The Collection Queue is designed as a work planning tool for those working in thecollection department. It allows the collection specialists to prioritize work, trackcommitments and record notes regarding interactions with customers.

T-Code

UDM_SPECI ALI ST



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Collection Queue

Generating a Worklist UDM_SPECIALIST

Step 1: Enter Transaction Code UDM_SPECI ALI ST Click or press Enter

The following screen is displayed:

Step 2: Click Worklist

Step 3: Select Other Worklist



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Step 4: Select Workli st of Other Processor


Step 5: Enter your Collection Group Number Note: This must be a 2 digit numberStep 6: Click ExecuteThe following screen is displayed:



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Step 7: Enter the amount of accounts you wish to work withStep 8: ClickThe following screen is displayed:

Note: this work list is prioritized according to UFA business rules

Step 9: Double Click on the first account



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Step 10:

Contact the customer to discuss payment arrangements

Step 11: Record the contact name



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Create a Promise to Pay

When discussing payment arrangements with the customer, record the promise to payusing this process

Step 1: Select an invoice

Step 2: Click Promise to Pay




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Step 3: Complete the following fields Click to view a list of options

Promised - Amount promised

Promised For - Date promised for

Promised By - Name of the individual making the payment arrangements

Email - Enter contact Email address

Telephone No. - Enter contact Telephone Number

Fax Number - Enter contact Fax Number

Notes - Write notes regarding payment arrangements

Step 4: Click SaveThe following message is displayed:

Step 5: Click



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Step 6: Click Result

Step 7: Select Payment Arrangements

Step 8: Add any additional notesStep 9: Click Save



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Create a Resubmission

Creating a resubmission will bring the customer up on a future list in order toaccommodate an appointment or to call back when the customer is available.

Starting with the Work list main screen:





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Step 2: Contact the customer to discuss payment arrangements If the customer is not available, but returning at a later date and time create a

resubmission

Step 3: Record the contact name

Step 4: Select the Resubmission tab:


Note: a default resubmission is created

Step 5: Click Create Resubmission or Change Resubmission



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Step 6: Complete the following fields Click to view a list of options

Resubmission Date - Click to select a date for resubmission

Resubmission Time - Click to select a time for resubmission

Reason - Click to select a reason for resubmission

No Contact until Resubmission

- Checking this will remove customer from allsubsequent lists until resubmission date

Resubmissions are prioritized to the top of thework list on the resubmission date

Notes - Add any additional notes

Step 7: Click SaveThe following message is displayed:

Step 8: Click



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Step 9: Click Result

Step 10: Select Deferred

Step 11: Add any additional notesStep 12: Click Save The account is removed from your work list and will come up again on the

resubmission date Resubmissions are prioritized to the top of the work list on the resubmission date



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Creating a Note

This process allows you to create a note associated with an account to describe anaction taken

Starting with the Work list main screen:





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collection queue - v1.0

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