You can temporarily reassign work from one collector to another on a one-time basis or for a specific date range. You can also permanently change the customers assigned to a collector using a manual or automatic method. This transfers all new work items to the new collector.

   To manually reassign work to a different collector:

You can manually change work assignments for your collectors using the Collections Administrator responsibility. For example, if a collector is out sick, you can reassign some or all of the work items that appear in the Collector's Work Queue for a collector to a different collector or to multiple collectors. You can sort broken promises, work items, and customers assigned to a resource to locate specific items to reassign to another resource. Or you can transfer ownership of all items owned by a collector to a different collector.

1. Using the Collections Administrator responsibility, go to Ownership.

2. Select the type of ownership you want to reassign:

   • Broken Promise Ownership

   • Work Item Ownership

   • Customer Ownership - reassigns both broken promises and work items

3. Select the current resource owner.

4. Select the resource owner you want to transfer to.

5. Click Display to show all items or customers assigned to current collector.

6. Select the items you want to transfer. Then click Update. Or, to transfer ownership of all items assigned to a collector, click Update All.

   To reassign work for a specific time period:

If you want to temporarily change work assignments for a specific time period, use the Collector Reassignment page available for the Collections Manager responsibility. The collector assigned to the customer will not change. Only the work items will be displayed in the Collector's Work Queue for the collector who is covering the work temporarily. Once the specified time period expires, the work items will no longer be displayed in the work queue for the temporary collector.

   To permanently reassign a new collector to a customer (Manual Method):

You can manually change the collector assigned to a customer, account, or bill to location in the Customer page in Oracle Receivables. On the Profile: Transaction tab, enter the name of the new collector for the customer, or other level, in the Credit & Collections section. This change is permanent.

   To permanently reassign a collector to a customer (Automatic Method):

You can automatically change collector assignments at the customer, account, and bill to level by running Oracle Territory Manager. This changes customer assignments in the customer profiles. The new assignments are visible in the Customer page in Oracle Receivables. This change is permanent.