Receivables lets you define collectors and assign them to a profile class, or directly to a customer account or site. When you assign a collector to a profile class, that collector becomes the collector for all customers assigned that profile class. You can modify collector assignments for your customers in the Customers pages, and for your profile classes in the Customer Profile Classes window.
Receivables displays active collectors and their descriptions as list of values choices in the Customers pages and in the Customer Profile Classes window. Receivables does not display inactive collectors in the list of values for these windows.
You can make an existing collector inactive by unchecking the Active check box and then saving your work. If the collector you want to make inactive is associated with an active customer, Receivables displays a warning message.
Receivables integrates with Oracle Advanced Collections to provide you with a complete collections management solution. See: Managing Collections.
Due to this integration, Advanced Collections requires that collectors defined in Receivables must also be defined as resources in Oracle Resource Manager. For existing Receivables collectors, you can create resources for use in Advanced Collections using one of two methods:
In Oracle Advanced Collections, submit the IEX: AR Collectors to Resource Collectors concurrent program.
Suggestion: To avoid the creation of duplicate records, submit this concurrent program only once.
See: Create Resources.
Use Resource Manager to create the resource, and assign the resource a role with a role type of Collections.
For new collectors, you can create resources using Resource Manager. Next, create matching collectors in Receivables using your Receivables responsibility. See: Create Resources.
Advanced Collections uses the collector that is defaulted from the profile class, or assigned directly to the customer account or site, when assigning a collector to a delinquency.
Suggestion: If you have purchased a separate license for Advanced Collections, then you can use Territory Manager to determine the collector and automatically populate the collector on the customer record. See: Assign Collectors.
Navigate to the Collectors window.
Enter a Name and Description for this collector. For example, enter the collector's first name in the Name field and full name in the Description field.
Enter a Correspondence Name and Telephone Number for this collector (optional). This information appears on your dunning letters if you enter it when formatting your dunning letters.
If you use the Credit Memo Request Approval workflow, enter the collector's employee name or select it from the list of values. Receivables uses this information to ensure that the collector is also an employee and therefore can receive workflow notifications.