This category includes profile options that control the collection methods used by the application.
Collections Methods Category
| Profile Option | Default | User Access | System Administration: User | System Administration: Responsibility | System Administration: Application | System Administration: Site |
|---|---|---|---|---|---|---|
| IEX: Contact Information Level | All | Update | Update | Update | Update | Update |
| IEX: Enable Real Time Customer Assignment | N | Update | Update | Update | Update | Update |
| IEX: Hash Area Size for TAP | No Default | Update | View Only | View Only | View Only | Update |
| IEX: Hold Dunning if Full Amount Promised | No Default | Update | Update | Update | Update | Update |
| IEX: Number of Child Account Workers for TAP | 1 | Update | View Only | View Only | View Only | Update |
| IEX: Percent Analyzed for TAP | 20 | Update | View Only | View Only | View Only | Update |
| IEX: Sort Area Size for TAP | No Default | Update | View Only | View Only | View Only | Update |
| IEX: Strategy Assignment Default Resource | No Default | Update | Update | Update | Update | Update |
| IEX: Strategy Grace Period | No Default | Update | Update | Update | Update | Update |
| IEX: Territory Minimum Number of Records for Parallel Processing | No Default | Update | View Only | View Only | View Only | Update |
| IEX: Territory Number of Child Processes | 1 | Update | View Only | View Only | View Only | Update |
This profile option has the following values:
All: The Contact field LOV in Collections Tasks tab displays all contacts created for Account/Bill To level of the queried up Person or Organization irrespective of the View by.
Account: The Contact field LOV in Collections Tasks tab displays contacts created for the Accounts of the queried up Person or Organization irrespective of the View by.
Selected Account Only: This works with View By Account only. Select an Account with View by Account. The Contact field LOV in Collections Tasks tab displays contacts created for this Account. Otherwise the LOV displays All Account contacts for any View by.
Bill To: The Contact field LOV in Collections Tasks tab displays contacts created for the Bill To's of the queried up Person or Organization irrespective of the View by.
Selected Bill To Only: This works with View By Bill To only. Select a Bill to site with View by Bill To. The Contact field LOV in Collections Tasks tab displays contacts created for this Bill To. Otherwise the LOV displays All Bill To level contacts for any View by.
This profile option determines whether the Territory Access program assigns collectors to customers in batch mode or in real time. Batch mode is recommended. Set to Yes to run in real time. Set to No to assign territories in batch mode.
This profile option sets the hash area size used by the IEX: Territory Assignment concurrent program when assigning collectors to customers. It controls the amount of memory used by the program. If you do not set this profile option, the hash area size will be 10,000. See: IEX: Territory Assignment concurrent program.
For Staged Dunning plan:
When profile value is Yes:
After creating a promise for amount equivalent to amount due remaining of the invoice, it's stage number gets updated to null. This invoice doesn't get included in the dunning letters.
If all the invoices corresponding to dunning object (Party/Account/Bill to/Delinquency) are fully promised, no dunning letter gets generated.
When profile value is No:
After creating a promise for amount equivalent to amount due remaining of the invoice, it's stage number remains same. This invoice gets included in the appropriate dunning letter.
If all the invoices corresponding to dunning object (Party/Account/Bill to/Delinquency) are fully promised, still the dunning letter will be sent.
For Days Overdue Dunning plan:
When profile value is Yes:
Even though invoice is fully promised, generated dunning letters includes this invoice.
If all the invoices corresponding to dunning object (Party/Account/Bill to/Delinquency) are fully promised, no dunning letter gets generated.
When profile value is No:
Even though invoice is fully promised, generated dunning letters includes this invoicer.
If all the invoices corresponding to dunning object (Party/Account/Bill to/Delinquency) are fully promised, still dunning letter will be sent.
This profile option launches the child concurrent programs used by the IEX: Territory Assignment concurrent program. The minimum value is 1 and the maximum value is 10. If no value is set then the Territory Assignment program derives the number of parallel workers based on the number of records, up to a maximum of 10. If you set this profile option to more than 10, then the program will limit the number of child workers to 10. See: IEX: Territory Assignment concurrent program.
Set this profile option one number higher than the desired number of parallel workers. For example, if you want 2 child account workers, enter 3.
The default value is 1.
This profile option sets the percentage of records analyzed when running the Territory Access program. You can enter values between 1 and 100.
The default value is 20.
This profile option sets the sort size area used by the IEX: Territory Assignment concurrent program. If you change the value for the profile, it only affects system performance when running the IEX: Territory Assignment concurrent program. See: IEX: Territory Assignment concurrent program.
If you do not set this profile option, then the program will set the sort area size at 10,000.
The default value is 10,000.
The resource name (of a person) who will be assigned if no resources match the work item specifications.
Number of days to wait before executing strategies.
This profile option sets the minimum number of records that will cause IEX: Territory Assignment concurrent program to run in parallel processing mode. If less than the number specified, then program will run in a single mode. See: IEX: Territory Assignment concurrent program.
The recommended setting is 100. You do not have to set this profile option unless you want to change system performance.
Default: 100.
This setting determines the minimum number of records for each parallel process run by the IEX: Territory Assignment concurrent program. See: IEX: Territory Assignment concurrent program.