Professional Documents
Culture Documents
Collection Queue - V1.0
Collection Queue - V1.0
Collection Queue - V1.0
SAP Optimization
December 2009
This Quick Reference Guide is designed to get you started in using the indicated transactions and is not meant to take place of a full instructional user manual or classroom training. Record of Change Date
MM/DD/YY
Version
Draft V1.0
Name
Richard Crabbe Richard Crabbe
Sign off
12/17/09 1/19/10
Elsa Gurband
Table of Contents
INTRODUCTION................................................................................................. 3 TRIGGER ................................................................................................................. 3 T-CODE .................................................................................................................. 3 COLLECTION QUEUE .......................................................................................... 4 GENERATING A WORKLIST UDM_SPECIALIST ............................................................. 4 CREATE A PROMISE TO PAY ......................................................................................... 8 CREATE A RESUBMISSION .......................................................................................... 11 CREATING A NOTE ................................................................................................... 15
2 of 16
Introduction Trigger
The Collection Queue is designed as a work planning tool for those working in the collection department. It allows the collection specialists to prioritize work, track commitments and record notes regarding interactions with customers.
T-Code
UDM_SPECIALIST
3 of 16
Step 2:
Click Worklist
Step 3:
4 of 16
Step 4:
Step 5:
5 of 16
Step 7: Step 8:
Note: this work list is prioritized according to UFA business rules Step 9: Double Click on the first account
6 of 16
Contact the customer to discuss payment arrangements Record the contact name
7 of 16
Step 2:
8 of 16
Step 3: Click
Complete the following fields to view a list of options Promised - Amount promised Promised For - Date promised for Promised By - Name of the individual making the payment arrangements Email - Enter contact Email address
Telephone No. - Enter contact Telephone Number Fax Number - Enter contact Fax Number Notes - Write notes regarding payment arrangements
Step 4:
Click Save
Step 5:
Click
9 of 16
Step 6:
Click Result
Step 7:
Step 8: Step 9:
10 of 16
Create a Resubmission
Creating a resubmission will bring the customer up on a future list in order to accommodate an appointment or to call back when the customer is available. Starting with the Work list main screen:
Note: this work list is prioritized according to UFA business rules Step 1: Double Click on the first account
11 of 16
Step 2:
If the customer is not available, but returning at a later date and time create a resubmission Step 3: Record the contact name
Step 4:
Step 5:
or Change Resubmission
12 of 16
Step 6: Click
Complete the following fields to view a list of options Resubmission Date - Click to select a date for resubmission Resubmission Time - Click to select a time for resubmission Reason - Click to select a reason for resubmission
No Contact until Resubmission - Checking this will remove customer from all subsequent lists until resubmission date Resubmissions are prioritized to the top of the work list on the resubmission date Notes - Add any additional notes Step 7: Click Save
Step 8:
Click
13 of 16
Step 9:
Click Result
Step 10:
Select Deferred
The account is removed from your work list and will come up again on the resubmission date Resubmissions are prioritized to the top of the work list on the resubmission date
14 of 16
Creating a Note
This process allows you to create a note associated with an account to describe an action taken Starting with the Work list main screen:
Note: this work list is prioritized according to UFA business rules Step 13: Double Click on the first account
15 of 16
Step 14:
Click Result
Step 15:
16 of 16