Collection Task Management Database Information

Data for Collection Task Management is stored in multiple tables.

Lookup Tab Fields

Field

Field Name/Table

Customer Code

billing-customer-key in ar-collect-tasks

From

tickler-date in ar-collect-tasks

To

tickler-date in ar-collect-tasks

Status

status-cd in ar-collect-tasks

Reviewed

reviewed in ar-collect-tasks

All Tasks

task-code in ar-collect-tasks

Remind

task-code in ar-collect-tasks

Past Due

task-code in ar-collect-tasks

Dispute

task-code in ar-collect-tasks

NSF

task-code in ar-collect-tasks

Collection Agency

task-code in ar-collect-tasks

Credit Hold

task-code in ar-collect-tasks

Manual

task-code in ar-collect-tasks

Collection Tasks

This grid includes the following columns:

  • Reminder Date - tickler-date in ar-collect-tasks

  • Collection Team - collect-team-key in customer-ar

  • Collection Task - task-code in ar-collect-tasks

  • Order Number - order-num in ar-collect-tasks

  • Priority - priority in ar-collect-tasks

  • Task Status - status-cd in ar-credit-tasks

  • Reviewed - reviewed in ar-collect-tasks

  • Last User To Review - reviewed-by in ar-collect-tasks

  • Reviewed Date - reviewed-date in ar-collect-tasks

  • Reviewed Time - reviewed-time in ar-collect-tasks

  • Created By - created-by in ar-collect-tasks

  • Created Date - created-date in ar-collect-tasks

  • Created Time - created-time in ar-collect-tasks

  • Collection Agency - credit-status-key in customer-ar

  • Credit Status - credit-status-key in ar-collect-tasks

  • Closed Date - closed-date in ar-collect-tasks

  • Closed by - closed-by in ar-collect-tasks

  • Customer Code - billing-customer-key in ar-collect-tasks

  • Status Note - status-note in ar-collect-tasks