You can assign collectors using one of two methods, based on your product configuration and usage.

• Use Oracle Territory Manager to automatically assign collectors to customers, accounts, or bill-to locations.

  Note: If you collect at the customer level, you must use Oracle Territory Manager to assign collectors. Go to the Credit and Collection region of the Account Profile for Customers.

• Use the Customers page in Oracle Receivables to manually assign the collectors at account or bill-to level.

Oracle Territory Manager provides user interfaces and functionality to manage territories for collections and other functional organizations. Oracle Advanced Collections uses Oracle Territory Manager to align collectors with customers in territories and allow collectors to see their work in the Collector's Work Queue.

The Collector's Work Queue uses collector assignments to determine which customers, account, or bill-to sites to display to collectors. Strategy work items use collector assignments to assign the next work item.

To be able to assign collectors using Oracle Territory Manager:

• Create Resources

• Set Up Territories

• Run Concurrent Programs

   Create Resources:

You must identify the resources that will be assigned to each territory.

Resources can be:

• Resources created in Oracle Resource Manager

• Collectors identified in the Collector field in the Customer Profile Classes window of Oracle Receivables

1. If you have established resources in Oracle Resource Manager and use Oracle Territory Manager, run the IEX: Resource Collectors to AR Collectors concurrent program to create collectors in Oracle Receivables. This program transfers existing collectors to the HZ_CUSTOMER_PROFILES table to maintain assignments.

2. If you are migrating from using the Collectors Workbench in Oracle Receivables to Oracle Advanced Collections, run the IEX: AR Collectors to Resource Collectors concurrent program to create a resource for each collector you set up in Oracle Receivables.

   Set Up Territories:

You can create territories for individuals or for teams of collections representatives.

See: Setting Up Territories, Oracle Territory Manager Implementation Guide.

1. Navigate to the Territory Management responsibility.

2. Enable the transaction matching attributes you want to be available for collections territories.

   Note: You must use the Collections usage.

3. Create territory templates to reuse when creating territories.

4. Create your territories using the Collections usage.

   Note: Oracle Advanced Collections allows territory assignment only at three levels, that is Customer, Account, and Bill To, but not at organizational level. So the territory set up done in Oracle Territory Management for one operating unit is applicable for all the available operating units for the customer, account, or bill to site.

   The territory set up done in Oracle Territory Management for one operating unit is applicable for all the available operating units.

   See: Oracle Territory Manager Implementation Guide.

5. Select the transaction type of Customer on the Overview tab.

   By selecting Customer you can:

   • Use any of the available account matching attributes to set up your territories.

   • Assign the different resources in the territory to access account information. You can assign a single resource to one or more of these Access Types on the Resources tab. Different resources can be set up to gain access to different types of information.

   Oracle Advanced Collections supports the following matching attributes for creating collections territories:

   Available Transaction Matching Attributes

   • Account Classification

   • Account Code

   • Account Hierarchy

   • Area Code

   • City

   • Company Annual Revenue

   • Country

   • County

   • Customer Category

   • Customer Name Range

   • Number of Employees

   • Postal Code

   • Province

   • Sales Partner of

   • SIC Code

   • State

   • TCA Hierarchy

   Run Concurrent Programs for Territory Assignment:

After you create territories, you must run the following concurrent programs, in the order listed, to assign collectors to customers:

1. Synchronize Territory Assignment Rules: Use the Territory Management responsibility to access this concurrent program. Run it to create territories defined in the territory setup and add the customers to each territory. It must be run at least once before you assign resources and each time after you modify the territory setup.

2. IEX: Territory Assignment: Use the Collections Administrator responsibility. This concurrent program assigns collectors to delinquent customers using Oracle Territory Manager. You can assign collectors at the customer, account, or bill-to level. This program retrieves a list of available collectors for each territory and assigns the first collector on the list.

   See: IEX: Territory Assignment concurrent program.

Restrictions

Technical points to remember about Oracle Territory Manager:

• Resources must have a role type of Collections and a role of Collections Agent.

• The IEX: Territory Assignment concurrent program reads the definition of the Collections usage and assigns resources to the customers.

  See: IEX: Territory Assignment concurrent program.

• Assignment can be done at the customer (party) level, at the account level or at the bill-to level, but Oracle Territory Manager only assign collectors to customers with delinquencies. Customers with delinquencies have balances in the AR_TRX_BAL_SUMMARY table.

  • This assignment controls the data a collector can view in the Collector's Work Queue and selects collectors for work item assignment.

• Oracle Advanced Collections does not distinguish if collector assignment comes from Oracle Territory Manager or from Oracle Receivables. If you do not use the Oracle Territory Manager, you can populate the Collector field on the Customer page in Oracle Receivables manually.

• Confirm assignments for Customers on the Profile tab in the Oracle Advanced Collections. Confirm assignments for Account and Bill To in the Collector field on the Customer page in Oracle Receivables.

  Note: Collectors assigned at the customer level are not shown in the Customer page in Oracle Receivables.

• The data is stored in the Collector field in the HZ_CUSTOMER_PROFILES table.

• Territories are used only to populate the HZ_CUSTOMER_PROFILES table. The IEX: Strategy Management concurrent program will read the resource from the HZ_CUSTOMER_PROFILES table and if there is a group resource assigned to that profile, collections will attempt to maintain all resources within that group with the same number of work items.

  For example, the following resources are assigned to the profile:

  Resource Name	Number of Work Items
  Resource1	4
  Resource2	4
  Resource3	6
  Resource4	3

  If there are four work items to assign, IEX: Strategy Management concurrent program will make the following assignment:

  Resource Name	Number of New Work Items Assigned
  Resource1	1
  Resource2	1
  Resource3	0
  Resource4	2

  The resulting total number of work items for each resource is as follows:

  Resource Name	New Number of Work Items
  Resource1	5
  Resource2	5
  Resource3	6
  Resource4	5

  Note: If there is only one resource assigned to the customer profile, Oracle Advanced Collections will use that resource.