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  • Collections in R 12

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    This document discusses changes to collections functionality in Oracle Receivables release 12 (r12). It notes that r12 includes a stripped down version of collections features including the Collections Workbench, notes, scoring, and universal work queue, but that configurable strategies, scoring, and dunning features cannot be modified. It advises that certain set ups must be completed, such as configuring CRM resources and roles, credit management system options, and refreshing AR summary tables, in order for collections to work properly in r12. It provides links to support documents that provide more details on migrating collections from earlier releases to r12.

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    Collections

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    Collections in r 12

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    This document discusses changes to collections functionality in Oracle Receivables release 12 (r12). It notes that r12 includes a stripped down version of collections features including the Collections Workbench, notes, scoring, and universal work queue, but that configurable strategies, scoring, and dunning features cannot be modified. It advises that certain set ups must be completed, such as configuring CRM resources and roles, credit management system options, and refreshing AR summary tables, in order for collections to work properly in r12. It provides links to support documents that provide more details on migrating collections from earlier releases to r12.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
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    Download as pdf or txt
    30 views11 pages

    Collections in R 12

    Uploaded by

    CG
    This document discusses changes to collections functionality in Oracle Receivables release 12 (r12). It notes that r12 includes a stripped down version of collections features including the Collections Workbench, notes, scoring, and universal work queue, but that configurable strategies, scoring, and dunning features cannot be modified. It advises that certain set ups must be completed, such as configuring CRM resources and roles, credit management system options, and refreshing AR summary tables, in order for collections to work properly in r12. It provides links to support documents that provide more details on migrating collections from earlier releases to r12.

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    © All Rights Reserved
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    of 11

    r12 Upgrade Collections

    in Receivables
    Engage. Collaborate. Deliver.

    OAUG AR, Credit and Collections


    SIG
    April 8, 2013
    Denver, CO

    Do you recognize this?


    Collections in r12 Receivables


    8 April 2013

    What happened?

    Collections in r12 Receivables


    April 8, 2013

    How do we get from here to here?


    Collections in r12 Receivables


    April 8, 2013

    What do I get?

    ?

    Collections in r12 Receivables

    April 8, 2013

    No more of this

    Collections in r12 Receivables


    April 8, 2013

    But this!

    Collections in r12 Receivables


    April 8, 2013

    And this!

    Collections in r12 Receivables


    April 8, 2013

    You get

    A stripped down version of Collections including

    Collections Workbench

    Notes

    Scoring

    Universal Work Queue

    You dont get:



    Configurable Strategies / dunning plans

    Configurable scoring

    Configurable dunning



    (Well, they are there, but cannot be modified)

    Collections in r12 Receivables

    April 8, 2013

    But it doesnt work ?



    For this to work, you need to do some set ups

    CRM Resources, Roles and Groups



    Credit Mgt System Options

    Refresh AR Summary Tables

    Etc (this is not all of them)

    Take a look here to find out more:



    What Happened To Receivables Collections
    Workbench Menu In R12? [ID 468669.1]

    Migrating to Oracle Advanced Collections: An
    Overview for Oracle Receivables Users [ID 389443.1]

    Collections in r12 Receivables

    April 8, 2013

    10

    Thank You!
    Engage. Collaborate. Deliver.

    Robin Walker
    Managing Partner
    rwalker@caliber-services.com
    +1 (609) 680-6180

    CALIBER SERVICES, LLC


    110 Field Street, Suite #A-182,
    Newnan, GA 30263
    http://www.caliber-services.com

    11

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