Oracle Advanced Collections provides a user interface to guide you through the implementation process. As you answer questions and make decisions about how you will use the application, Advanced Collections sets system profile options in the background at the site level. It also performs setup tasks, such as displaying tabs and creating scoring engines. After completing your implementation, you can continue to use the Checklist to manage and update key features such as scoring and strategies.
The implementation user interface is available under the Collections Administrator responsibility and has three parts:
Before you begin implementing Advanced Collections, you must make certain business decisions about your collections process. The decisions you make will affect the choices you make in the Questionnaire and Checklist. Learn more about the following areas before you begin:
Requirements
Questionnaire, Checklist, and Task pages should be completed by someone who is familiar with your business rules and has operational and functional knowledge of your collections organization.
Use the Collections Administrator responsibility to access these pages.
Prerequisites
Set up E-Business Suite applications and configure them for use with Oracle Advanced Collections.
Note: If you are upgrading from a previous version, Oracle Advanced Collections will populate the Questionnaire and Checklist to reflect your earlier product configuration. You must review the Questionnaire and Checklist to verify that the settings correctly migrated and support your business practices. Make changes if necessary.
If you use dunning plans, you must change the default collections method in the Questionnaire from strategies to dunning plans.
The Questionnaire and Checklist set profile options at the site level and will not affect existing profile options set at the user, application, or responsibility level. Your responses to the Questionnaire and Checklist will not override any profile options previously set at any level other than the site level.
For a list of the profile options set by the Questionnaire and Checklist, see: Profile Options for Collections Questionnaire and Checklist.
The Questionnaire asks basic questions about how you plan to use Advanced Collections. It covers three areas - Operations, Transactions, and Collections Methods. Your answers to these questions determine which setup steps appear as tasks on the Collections Checklist. The Questionnaire appears automatically when you select the Setup Checklist link in the Navigator for the first time. You can also access the questionnaire from links on the Collections Checklist.
The Checklist itemizes the setup tasks to be completed for the three areas of the Questionnaire.
The Checklist is designed to make your implementation process easier and faster. It lists the setup tasks to be completed based on your responses in the Collections Questionnaire, indicates which tasks are mandatory, and shows the status of each task.
Note: The Collections Checklist sets all Advanced Collections system profile options for you except those related to using Oracle Lease and Finance Management, Oracle TeleSales, and profile options that you can only change using the Profile Navigator option.
The task pages ask additional questions about each topic. The questions are written in clear, non-technical language. On-screen tips and information provide additional information about questions when necessary and links to more information in the online help documentation. As you complete each task page, the status of the task is updated on the Checklist. You can come back to task pages to make changes in your system settings at any time.