Using the Collections Window

The Collections window is your central work area for activities relating to collecting debt from a customer. You can reach it from the Navigator, through the Collector's Work Queue, or by clicking the Details button on the eBusiness Center Collections tab. Use Quick Find to search for a customer.

Collections Header: The header portion of the window displays summary information about the customer's delinquency and payment history.

The fields on the left side of the header show the contact for a customer. They display one telephone number for a customer based on contact type, purpose, and whether it is the primary or preferred number. A phone number with a purpose of Collections will take precedence over a primary number. A purpose of Collections takes precedence over whether a number is a primary number.

For example, if two numbers exist for a customer and both have a purpose of Collections, the one marked Primary will be displayed. If two numbers exist and only one has a purpose of Collections, the one with a purpose of Collections will display even if the other is marked Primary. If two numbers exist and neither has a purpose of Collections, the one marked Primary will be displayed.

The fields displayed in the middle of the header provide high-level statistics about the customer. The following table describes these fields.

Field Description
Collections Status Indicates the most critical delinquency status.
Customer Since The year since customer transactions began.

Note: This field displays the date of the customer's first purchase stored in the Year Established field on the Oracle Receivables Customer page. The Receivables user must enable this field by adding the field through page personalization and then populate it in order for Advanced Collections to show a date.

Collections Score Customer level score. You must run scoring at the customer level for a customer to populate this field. For example, if you collect at the bill to level, you must still run scoring at the customer level to display a value here.
Collectible Transactions Number of current and delinquent transactions.
Delinquencies in the Past Year Existing delinquencies for the last twelve months (rolling not calendar).
Delinquent Invoices Number of transactions that are past due.

The fields on the right side of the header present information driven by the operational data view selected. The following table describes these fields.

Field Description
Operating Unit List of available operating units for data filtering and display.
View Level of data displayed: Customer, Account, Bill To, and Delinquency.
Amount Overdue Total amount of all past due transactions in Oracle Receivables.
Net Balance Net amount of all debits and credits for.
DSO Conventional DSO = (total outstanding receivables / total sales for last DSO days) * (DSO days).
Last Payment Paid On Date of last payment received.
Last Payment Due On The last payment received was applied to a payment schedule with this date. If payment was applied to more than one payment schedule, the oldest payment schedule is shown.
Last Payment Amount Amount of last payment.

Note: Transactions include invoices, credit memos, debit memos, chargebacks, and other receivables instruments.

See also: Viewing Customer Information in Advanced Collections.

Collections Tabs: Detail information needed by Collections personnel is located in the following tabs, in the approximate order needed. You can hide tabs not used by your organization.

In addition, you can access online directory assistance from the toolbar. See: Using Directory Assistance.