Collection Team Maintenance

Menu Path: Credit and Collections $Images\bluerarw.gif$ Module Setup $Images\bluerarw.gif$ Collection $Images\bluerarw.gif$ Collection Team Maintenance

Purpose

Define valid collection teams.
Assign collection users to collection teams.
Re-assign billing customers to other collection teams.

Overview

Use Collection Team Maintenance to define valid collection teams and users that are assigned to those teams.

Collection team members only have access to billing customers that are in their team(s) when running the following programs:

Every billing customer must be assigned to a collection team.

For database information for this window, see Collection Team Maintenance Database Information.

Creating Collection Teams

To add a new collection team:

Click the New button in the ribbon.
Enter a name for the collection team in the Collection Team field.
Enter a description of the collection team in the Description field.
Double-click the user ID in the Eligible Members grid for all users you want to include in the collection team. If you want to remove a user ID from the collection team, double-click the user ID in the Team Members grid.

Note A user only appears in the Eligible Members grid if the Allowed to Process Collections check box is selected for the user ID in User Extended Options.

Click the OK button in the ribbon. The collection team is created.

Updating Collection Teams

To update a collection team:

Enter the collection team name in the Collection Team field.
Click the Update button in the ribbon.
Update the collection team description, collection team members, or collection team assigned to billing customers.
Click the OK button in the ribbon. The collection team is updated.

Deleting Collection Teams

To delete a collection team:

Enter the collection team name in the Collection Team field.
Click the Delete button in the ribbon.
Click the OK button in the ribbon. The collection team is deleted.

Note You cannot delete a collection team if it was already assigned to a billing customer.

Displaying Billing Customers Assigned to a Team

To display all billing customers that are included in a collection team, select a team, and then click the Show Data button in the ribbon.

Changing Billing Customer’s Team Assignments

To change the collection team assigned to a specific billing customer, click the Show Data button in the ribbon, then click the Update button, double-click the related cell in the Team column, and double-click the new collection team.

If you want to move all of the billing customers in a collection team to another team, click the Global Update button in the ribbon, and select the new team to which the billing customers should be assigned.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Collection Team Maintenance window.
New	Click this button to create a new collection team.
Update	Click this button to update the selected collection team.
Delete	Click this button to delete the selected collection team.
Show Data	Click this button to display all billing customers for the selected collection team.
OK	Click this button to accept an action. This button is only available after you click the New, Update, or Delete button in the ribbon.
Cancel	Click this button to cancel an action. This button is only available after you click the New, Update, or Delete button in the ribbon.
First	Click this button to display the first collection team.
Prev	Click this button to display the previous collection team.
Next	Click this button to display the next collection team.
Last	Click this button to display the last collection team.
Global Update	Click this button to display Team Selection, which allows you to select a new collection team for all billing customers currently assigned to the selected collection team.

Fields and Buttons

Field or Button	Description
Collection Team	Enter the name of the collection team, or click the Lookup button to select an existing collection team.
Description	Enter a description of the collection team.

Main Tab Fields and Buttons

Field or Button	Description
Eligible Members	This grid displays the user ID's of all users who you can add to the selected collection team. Note A user ID only appears in this grid if the Allowed to Process Collections and the Currently Processing Collections check boxes are selected for the user ID in User Extended Options
Add	Click this button to add the user ID selected in the Eligible Members grid to the Team Members grid.
Add All	Click this button to add all user ID's in the Eligible Members grid to the Team Members grid.
Remove	Click this button to remove the selected user ID from the Team Members grid.
Remove All	Click this button to remove all user ID's from the Team Members grid.
Team Members	This grid displays the user ID's of all users in the selected collection team. Alternate users may appear in this list when the primary user is not currently available to process collections.
Manager	Enter the manager of the collection team.
Billing Customers	This grid displays billing customers assigned to the selected collection team. This grid includes the following columns: Billing Customer Name - This column displays each billing customer's name. Billing Cust Code - This column displays the customer code for each billing customer. City - This column displays the city for each billing customer. State - This column displays the state for each billing customer. Postal Code - This column displays the postal code for each billing customer. Team - This column displays the collection team assigned to each billing customer. In Update mode, you can double-click this field to assign a billing customer to another team. Customer Division - This column displays the collection division for each billing customer. Group - This column displays the collection group for each billing customer. Double-click a customer to display Customer Maintenance, which allows you to view and update information for the customer. Note If you are not authorized to use Customer Maintenance, the Customer Inquiry window appears instead, and allows you to view information for the customer.