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WhataretheStepstoSetupAdvancedCollections?(DocID282798.1) ToBottom

InthisDocument Wasthisdocumenthelpful?

Purpose Yes
No
TroubleshootingSteps

1.Confirmadditionalproductinstallation:
DocumentDetails
2.SetupyourCollectionsUser:
3.DecidewhatlevelyouwanttheDunningandStrategiestowork.
Type:
4.SetuptheUOMfortheStrategyprocessingtouse: TROUBLESHOOTING
Status:
PUBLISHED
5.ExchangeRateSetup LastMajor
Update: Feb5,2015
6.CollectorSetupwithandwithoutTerritories. Last May20,2016
Update: English
7.CreateDelinquencies
Language:
8.DunningPlansorStrategies

9.ScheduleProcessesforWorkflowregardingStrategies
RelatedProducts
References
OracleAdvancedCollections

APPLIESTO: InformationCenters
EBusinessSuiteProduct
OracleAdvancedCollectionsVersion11.5.10.2andlater InformationCenterIndex
Informationinthisdocumentappliestoanyplatform. [444.2]

PURPOSE DocumentReferences
HowtoSetup
TheintentionofthisdocumentistoshowthebasicCollectionssetupstepsinonelocation.Thisdocumentisnottobeusedin Territories/Resources/Collectors
placeoftheOracleCollectionsImplementationGuide.PleasemakesuretosetupallotherassociatedproductssuchasOneto toworkwithCollectionsafter
OneFullfillmentforRelease11i,TeleSales,InteractionCenterandanyotherCRMsetupsintheImplementationGuide. 11i.IEX.HisInstalled?
[367373.1]

TROUBLESHOOTINGSTEPS

RecentlyViewed
Stepstocompleteabasicsetup:
R12:OIE:FindMaintenance
Pack,Patchset,andRollup
1.Confirmadditionalproductinstallation: PatchLevelsforInternet
Expenses[980053.1]
ConfirmthatyouhavetheappropriateproductsinstalledtoallowCollectionstoworkproperly.Thefollowingfileswillneedtobe WS:42:FAQPricinginSales
compiledonyourinstanceresultingin.plxfiles.Withoutthesefilescompiled,Collectionswillnotworkproperly. OrderManagement
[1551561.1]
CUSTOM.pll,GLOBE.pll,FNDSQF.pll,JE.pll,JA.pll,JL.pll, EBusinessSuiteRelease12:
JTF_GRID.pll,JTFDEBUG.pll,JTF_UTIL.pll,ASOCORE.pll IndiaGoodsandServiceTax
(GST)InfoCenter
ASTTMLIB.pll,ASTBOMAN.pll,IEUPUWQ.pll [2176820.2]
CSUTILS.pll,CSQKMENU.pll,(ASTCORE.pllinRelease11ionly)
IMAPSSLWorkflowMailer
SetupUsingSelfSigned
ThisinformationisoutlinedinNote:557452.1whereyouwillseetherequirementsforlicensingtheproductatvariouslevels. Certificate[409026.1]
HowtoAccessOracle
2.SetupyourCollectionsUser: ApprovalsManagement?
HRMSApprovals
A.Tocreateanaccount: Management(AME)
ResponsibilitiesandSetups
inAME.B[434567.1]
InSystemAdministratorResponsibility>Security>User>Define
ShowMore

EnteraUsernameandPassword

Assignthefollowingresponsibilities:

SystemAdministrator
ReceivablesManager
CollectionsAgent
CollectionsFormsAdministrator(ForRelease11i)
CollectionsHTMLAdmin(ForRelease11i)
CollectionsAdministrator(ForRelease12)
CollectionsManager(ForRelease12)
CRMResourceManager
HumanResourcesManager

B.InyourHRResponsibility:

Setupemployee
People>Enter&Maintain
Entername,birthday,gender,SSNandSave
Notetheemployeenumber

C.InSystemAdministratorResponsibility:

Security>User>Define
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QueryyourUsername
EntertheFullNameasitappearedintheHRsetupscreenabove
Save

D.UsingtheCRMResourceManagerResponsibility

Menu:MaintainResource
CreateaGroup
Name/StartDate(youcanuseanything)
AssignUsages
CollectionsApplication
Sales&TelesalesApplication
Roles
CollectionsAgent
TelesalesAgent
ImportResource
ResourceCat=Employee
EnterEmployee#thatwasnotedpreviously
Clicksearch/selectemployee
Clickcreateresource
DefaultValuewindow
selectstartdateoftheresource
Closethewindow
SelectResourcesclickSave
ClickDetails
FromtheResourceManagementForm,entertheUsername
ClickonRolesTab(Security&Access)
Addthefollowingroles:
CollectionsRoleType
CollectionsAgentRole
CollectionsManagerRole(optional)
CollectionsAdministrator(optional)
TelesalesRoleType
TelesalesAgentRole
TelesalesManagerRole(optional)
TelesalesAdministrator(optional)
ClickontheGroupTab
QueryGroupyoucreatedpreviously
AddasanemployeetotheGroup
Closetheform.

3.DecidewhatlevelyouwanttheDunningandStrategiestowork.

ForRelease11i:Customer,Account,BillTo,Delinquency
UsetheresponsibilityCollectionsHTMLAdministrator>Setup

ForRelease12:Customer,Account,BillTo,Delinquency
UsetheresponsibilityCollectionsAdministrator>SetupChecklist

PleasebesuretoreadtheOracleAdvancedCollectionsUserandImplementationGuidesfordetailsonthesetupofthe
applicationforyourinstance.

4.SetuptheUOMfortheStrategyprocessingtouse:

IfyouareusingDunningPlansonly,youmayskipthisstep.

Thereare2mandatorysetups:

1FortheUOMtoappearunderWorkItemTemplate,theUOMmustbecreatedunderclassTimeclass(notTIME)

2PleaseensuretheUOMhasaconversionattachedtoit.TheUOMwillonlyappeariftherehasaconversionattachedtoit.

3Afterthisinformationhasbeensave,pleasebouncetheapacheserver,clearthe_oa__html_pagesdirectoryandthebrowser
cache

A.TocreateaUOMandUOMclass:

DefiningUnitofMeasureClasses
ResponsibilityInventory
Menu:Setup>UnitsofMeasure>Classes.
Steps
1.IntheUnitsofMeasureClasseswindow,selectFile>New.
2.Enterauniquenamefortheunitofmeasureclass.
3.EnteradescriptionfortheUOMclass.
4.DefinethebaseunitofmeasureofHourforthisclass.
NOTE:PerAdvancedCollectionsDevelopment,theproductwillonlyworkingproperlywithabaseunitof
hour.
5.Enterauniqueabbreviationfortheunitofmeasurewithamaximumlengthofthreecharacters.
6.Selectthe"inactiveon"datefromthedatepicker.
7.Saveyourwork.

B.ClickonConversionanddefinetheconversionfortheUOMyoujustcreated.

C.Theprofileoption:TimeunitofMeasureClass(JTF_TIME_UOM_CLASS)needstobesetforCollectionsHTML
administration(R11i)orCollectionsAdministrator(R12)todeterminetheUOMclassneededtobeused.

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1PleasesettheprofileTimeunitofMeasureClass(JTF_TIME_UOM_CLASS)
2Save
3Clearthebrowsercache
4Bouncetheapacheserverandclearthe_pagesdirectory:
logontoUNIX
dircomn/admin/scripts
stopapache
adapcctl.shstop
navigatebackto_oa__htmlpagesdirectory
comn/html/_pages
runcommandtodeleteallpages
rmrf*
navigatebacktoscriptsdirectory
startapache
adapcctl.shstart

5.ExchangeRateSetup

IfyouareonRelease12,youmayusetheprofileoptionIEX:DefaultExchangeRateTypetodefineyourExchangeRateType.
YounolongerneedtosetupCreditManagementtoassignthisinformation.

IfyouarestillinRelease11i,thensetupCreditManagementwithCreditManagementSuperUserresponsibility

OracleCollectionsisdesignedtoreaddatafromtheAR_TRX_BAL_SUMMARYtableforuseinthecustomer
balancesoftheUWQandthelastpaymentinformationintheCollectionsHeader.Forthisreason,youMUSTinstall
CreditManagementandthelatestpatchsettohavethesefunctionsworkinginCollections.CreditManagement
concurrentprocessespopulateandupdatethedataintheAR_TRX_BAL_SUMMARYtable.

CollectionsalsousestheExchangeRatefromCreditManagement,soyoumustsetup:

UsingCreditManagementSuperUserresponsibility
PolicyManagement>SystemOptions
MakesurethatthesesettingsaresetincludingExchangeRate
Youcantelliftheyaresetbecausewhenyoufirstlookatthescreen,ifyoucanselectanagingbucket,thenit's
notset.Whenthesystemoptionsareset,youshouldnotbeabletoselectanagingbucket.

ForspecificinformationonsettingupCreditManagement,pleasereviewtheCreditManagementUserGuide.

ForinformationonthenewUWQSummaryTableinRelease11i.IEX.HRUP4andR12,seeNote405933.1.

6.CollectorSetupwithandwithoutTerritories.

AdvancedCollectionsusestheARCollectorandtheCRMResourcetoassignworktoCollectors.YoucreateanARCollectorand
assignittoanAccountorBillTo,andduringthecreationoftheARCollectoryouassignanemployeewhichislinkedtoaCRM
Resource.AdvancedCollectionsusestheResourcesfortheworkassignments,andbyvirtueoftheemployeeassignedtothe
resource,theARCollectorislinked.TheCustomerStandardformcontainsfieldstoupdatetheCollectorattheAccountandBill
Tolevels.However,thereisnoformthatwillallowamanualupdateoftheARCollectorattheCustomer/Partylevel.Theonly
waytoassignaCollectortoaCustomer/PartyisthroughthecreationanduseoftheTerritoryinOracleTerritoryManagement.

Forthisreason,weaskcustomerstocarefullyconsiderwhatleveltheywillhandleAdvancedCollectionsbecausetheCollector
mustbeassignedtothatsamelevel.

ForspecificinformationinRelease11ionthisprocess,pleasereviewNote:367373.1

ForspecificinformationinRelease12onthisprocess,pleasereviewNote:1397139.1

7.CreateDelinquencies

ThebasisforallworkinAdvancedCollectionsisaDelinquency.WorkcannotbecompletedinAdvancedCollectionsunlessyou
havecreatedDelinquenciesforyourcustomers.Youmaysimplydothisbyrunningthefollowingconcurrentprocess:

CollectionsFormsAdministrator>SubmitRequest
Runthefollowingjobs:
IEX:ScoringHarness
Onelineperparameterinthisorder2,1,6or7
Engine2tocreatethedelinquency
Engine1toscoretheParty
Runengines6or7dependingonsetupofstrategies.
6isforAccount
7isforBillTo

TheagingofdelinquenciesoccursintheDelinquencyManagementprocess,whichisspawnedfromtheIEX:ScoringHarness
EngineHarness.Toconfirmthatyouhavecreateddelinquencies,youcandoaqueryontheiex_delinquencies_alltable.

Selectcount(*)fromiex_delinquencies_all

Ifyouchoosetocreatecustomscoringengines,andyouhavemultipleconcurrentprocessesspawning,youmayneedtorunthe
scoringenginesseparately.

8.DunningPlansorStrategies

DunningPlansareincludedwithoutpurchaseofthelicenseandreplacetheDunningLettersinOracleReceivablesRelease11i.

StrategiesareavailableforusewithapaidAdvancedCollectionslicenseandareconsideredpartoftheAdvancedfeatures.

Strategiesaretheworkitemsthatyourcollectorswillusetodeterminethecourseofactiontoclosingthedelinquencyand
receivingthemoneyfromthecustomer.Thestepsaretoolengthytoexplainhere,pleasereviewtheUserGuideandWhite

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Papersformoreinformation.
Note:269112.1UsingCollectionsScoringandStrategiesforSuperiorCollecting

FormoredetailsabouttheAdvancedandBasicfeaturesofAdvancedCollections,pleasereviewAppendixGintheOracle
AdvancedCollectionsImplementationGuidewhichisavailableonMyOracleSupport.com

9.ScheduleProcessesforWorkflowregardingStrategies

InorderforWorkItemstobeadvancedinCollectionsyou'llneedtoschedulethefollowingprocessestorunonaregularbasis
automatically:

CollectionsFormsAdministratorresponsibilityMenu>SubmitRequest>SingleRequest

WorkflowBackgroundProcess

Item:StrategyFulfillmentMailer

ThiswillmoveworkitemswaitingtogotoFulfillment.

Item:CollectionStrategyWorkFlow

Thiswillkeeptheworkitemsmovingoncetheyarecreated.

Toconfirmthatyouhavecreatedstrategiesandworkitemsyoucanquerythetablesasfollows:

Selectcount(*)fromiex_strategies

Selectcount(*)fromiex_strategy_work_items

FormoreinformationonScoringEnginesandStrategyWork,pleasereviewtheWhitePaperthathasbeenwrittenby
developmentnotedinStep8andisavailableonMyOracleSupport.

Forfurtherinformationaboutthisproduct,pleasereviewtheOracleCollectionsImplementationGuideandUserGuideswhich
canbefoundonMetaLink,clickonOnlineDocumentation.Clickonthespeciallinktothe11.5.10orR12DocumentationCD.

REFERENCES

BUG:2576919FND_REQUEST.SUBMIT_REQUESTDOESN'TSUPPORTSYNCHRONOUSPROCESSING
NOTE:367373.1HowtoSetupTerritories/Resources/CollectorstoworkwithCollectionsafter11i.IEX.HisInstalled?
Didn'tfindwhatyouarelookingfor? AskinCommunity...

Related
Products
OracleEBusinessSuite>FinancialManagement>CredittoCash>OracleAdvancedCollections>ProductInstallation>InstallationIssues

Keywords
AR_TRX_BAL_SUMMARY AS_ACCESSES_ALL CHANGE COLLECTIONS COLLECTORS CUSTOMER DELINQUENCIES RESPONSIBILITY SETUP STRATEGY TROUBLESHOOT UNIVERSAL
WORKQUEUE UWQ
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