Collector Settings

Access

Use this routine to define your collectors and their collections assignment criteria, including their yearly quotas.

 If you change any assignment criteria for a collector, the system removes the collector from all collection table records to which he/she is currently assigned. If this removal results in no collectors being assigned to a table record, the system assigns the default collections manager. The system then re-assigns the collector based on the new settings.  If only the default collector was previously assigned, the system removes the default collector and assigns the new collector.

You cannot delete a collector to whom customers are assigned.

Access to this routine is available via the Action button on the General tab of the Create a User file.  

CollectorEnter the code of the collector you want to create or edit. If you click on the Search button, a list of collectors appears from which you can choose.

Alphabetic Range

The following fields are active only if a check appears at the Alphabetical field in the Collections Processing Control Settings (that is, only if your company assigns customers to collections based on the first letter of the customer’s last name).  For customers whose last name begins with a letter in the range you enter here, the Mass Collector Reassignment routine assigns them to the selected collector.

FromEnter the first letter in the alphabetic range you want to assign to this collector.  The letter you enter must be less than or equal to the letter you enter at the Through field.  

ThroughEnter the last letter in the alphabetic range you want to assign to this collector.  The letter you enter must be greater than or equal to the letter you enter at the Through field.  

Past-Due Age Range

The following fields are active only if you have specified a minimum days quantity in the Collections Processing Control Settings (that is, only if your company assigns collections based on the past due age of your customer accounts). Use these fields to define the range of past-due days (for example, days 31-60) you want to assign to the selected collector.  For customers whose past-due age falls within this range, the Mass Collector Reassignment routine assigns them to the selected collector.

From Age

Through Age

Past-Due Amount Range

The following fields are active only if you have specified a Minimum Amount in the Collections Processing Control Settings (that is, only if your company assigns collections based on a minimum balance due for your customer accounts). Use these fields to define the range of balance-due amounts you want to assign to the selected collector.  For customers whose past-due amount falls within this range, the Mass Collector Reassignment routine assigns them to the selected collector.

From AmountEnter the smallest amount (in whole dollars) in the range of balance-due amounts you want to assign to this collector.  You can specify 0 or any multiple of the Minimum Amount as specified in the Collections Processing Control Settings, but the amount must be less than or equal to the Through Amount below.  

For example, if the Minimum Amount field is set to $500, you can set this field 0, 500, 1000, etc.  A setting of 0 indicates $0 – $499.99, a setting of 500 indicates $500 through $999.99 due, etc.

Through Amount  Enter the largest amount (in whole dollars) in the range of balance-due amounts you want to assign to this collector.  You can specify an amount ranging from the Minimum Amount as specified in the Collections Processing Control Settings up to 999,999, but the amount must be less than or equal to the From Amount above.  

DistrictEnter the code of the district you want to assign to this collector for Collections. If you click on the Arrow, a list of districts appears from which you can choose one or more.  If you click on the Action button, the Multiple District Selection Window appears from which you can choose one or more.  This field is active only a check appears at the District field in the Collections Processing Control Settings.

StoreEnter the code of the store you want to assign to this collector for Collections. If you click on the Arrow, a list of stores appears from which you can choose one or more.  If you click on the Action button, the Multiple Location Selection Window appears from which you can choose one or more.  This field is active only a check appears at the Store field in the Collections Processing Control Settings.

Allow Manual ReassignmentTo allow this collector to manually reassign customer accounts from one collector to another, check the box at this field.  Otherwise, leave the field blank.  

Allow Automatic ReassignmentTo make accounts belonging to this collector available for automatic reassignment, check the box at this field.  Otherwise, leave the field blank.

Yearly Quota

1-30 DaysEnter the quota (if any) you want to assign to this collector for accounts that are 1-30 days past due.  Your entry must be a whole dollar amount.

31-60 DaysEnter the quota (if any) you want to assign to this collector for accounts that are 31-60 days past due.  Your entry must be a whole dollar amount.

61-90 DaysEnter the quota (if any) you want to assign to this collector for accounts that are 61-90 days past due.  Your entry must be a whole dollar amount.

91-120 DaysEnter the quota (if any) you want to assign to this collector for accounts that are 91-120 days past due.  Your entry must be a whole dollar amount.

Over 120 DaysEnter the quota (if any) you want to assign to this collector for accounts that are more than 120 days past due.  Your entry must be a whole dollar amount.

 To view quota performance, use the View Collector Performance routine.