Posted by anilrpatil on October 24, 2009
The Objective of this document is to explain how we migrated Call Notes from AR to Advanced Collections
Our client is implementing Advanced Collections. The Client is currently using AR Collections Workbench to manage its Collections Activities. As such the Call notes are currently maintained in AR in the Customer Calls form as a Response Note or a Call Topic Note . These notes are either at the account level or a transaction level. When the Collectors switch to the Collections form in Advanced Collections, the AR Call notes cannot be viewed in the Notes Tab. Hence there is a need to migrate the AR Call notes from AR to Advanced Collections
Click here to read our solution
[Keywords: JTF_NOTES_PUB, API, CRM Notes]
Posted in Advanced Collections, Receivables | Tagged: Advanced Collections, anilrpatil, API, JTF, JTF_NOTES_PUB, Oracle Applications, Oracle Financials | Leave a Comment »
Posted by anilrpatil on October 23, 2009
The Objective of this document is to explain how we implemented Different Strategies for Different Operating Units in Advanced Collections using Strategy Filters
Our client is implementing Advanced Collections on a Multi-Org environment. The Client has operations in many countries and each country is defined as an operating unit. The work culture is different in most of the countries and hence the Collections Strategies are also different. A common global strategy cannot be applied to the Accounts of different countries and hence the need to have different strategies assigned to the Accounts pertaining to different operating units
[Keywords: Advanced Collections Strategies, Advanced Collections Filters]
Posted in Advanced Collections | Tagged: Advanced Collections, Advanced Collections Filters, Advanced Collections Strategy, anilrpatil, Oracle Applications, Oracle Financials | Leave a Comment »
Posted by anilrpatil on October 14, 2009
One of our Clients has implemented Advanced Collections and is running their strategies at ‘Account Level’. To manage the collections activities proactively, they felt the need of notifying the Collectors in advance of some high dollar amount invoices that would get due in the next ‘x’ number of days. The Collectors can then give a pre-delinquency phone call to the customer to check if all is fine and if they can expect the payment on or before the due date. This would help them in better Collections. If there are any issues like Invoice not received, Error in Billing or any other issue, they can get it resolved well in advance. The need was for a fully automated solution that would create a task to notify the collectors and the collectors can access and work on their task from their Collections Work Queue.
This document describes how we created tasks for ‘Pre-Delinquency Calls’ and assigned the tasks to the Collectors. Click here to read about our solution
[ Keywords: Advanced Collections, API, Delinquency, Deleinquent, JTF, JTF_TASKS_PUB, Tasks ]
Posted in Advanced Collections | Tagged: Advanced Collections, Delinquent, Delinquency, Tasks, API, JTF, JTF_TASKS_PUB, anilrpatil, Oracle Financials, Oracle Applications | 1 Comment »
