Advance Collections
1. Create an Aging Method
Save and close
2. Define Collectors
Save and close
3. Define dunning configuration
Save and close
4. Manage collection aging method
Collection Scoring
Account Scoring
Customer scoring
Bill to Site Scoring
5. Collection strategy task
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6. Collection Strategies
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7. Customer strategies
Bill to site strategies
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8. Receivables customer profile classes
9. Create a Customers
Save and close
10. Creating a Manual Invoice
Complete the transaction
Assign the collection Roles and data access to user for business unit
Running scheduled process and viewing the collections dashboard
Refresh Receivables Transactions for Customer Account Summaries
Submit
Collections Delinquency Management
Collections Scoring and Strategy Assignment
Submit
Update Collections Summary Data
Submit
Go to collection Work area dashboard
Go to schedule process run the program
Collections Scoring
Customer Scoring
Submit
Same way account and bill to site and blow parameters
Submit
11. Creating a Payment
Review the Receipts
12. Creating a Dispute
Approve the credit memo notification
Approve
Save and close
13. Crating an Adjustment
Enter the adjustment details
14. Create a Promise
Close
Bankruptcy Request Process
Login as approve user
View the status
Save and close.
Viewing Metrics
Incremental Load Collections Metrics
Save and close
Review Aging Bucket
Aging by Common Currency Report
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