Logging Collection Calls

Use the A/R Collection Log Call screen to log a collection call, schedule a future calling date, and record other collection activity made to a customer, for example, you can log that a collection letter was sent. You can also enter comments related to your collection activity.

To log a collection call:

From the A/R menu, select A/R Collection Queue to display the A/R Collection Queue screen.
Display customers with past due balances.
Place the cursor on the customer for whom you want to log a collection call, then use the Log Call hot key to display the A/R Collection Log Call screen. The system populates the following view-only fields:

Field

Description

Customer

Displays the name of the customer on which the cursor was positioned on the A/R Collection Queue screen.

Last Call Date

Displays the date of the last collection call, or other collection activity, for the customer.

If you have not scheduled a followup call for this customer, this field reflects the current date.

In the Next Call Date field, enter a date to determine when you want to make a collection call. This date must be greater than or equal to the current date.

Note: If the date in the Next Call Date field is greater than the current date, the system creates an ABC log using the COSCHCL (collection schedule future call) auto group code. For more information on auto groups, see Creating Activity Codes.

In the Mailed Letter field, enter one of the following to indicate whether or not you mailed a collection letter:
Y– Yes, you mailed a collection letter.
N – No, you did not mail a collection letter.

When you enter information in this field, the system creates an ABC log using the COLETTER (collection letter) auto group code. For more information on auto groups, see Creating Activity Codes.

In the Type field, do one of the following to indicate the type of collection letter that you mailed:
If you entered Y in the Mailed Letter field, press F10 and select the type of letter that you mailed.

If more than one collection letter has been mailed, indicate the type of the most recent letter that you sent. Letter types are defined in the A/R Collection Letter Types control maintenance record.

If you entered N in the Mailed Letter field, leave this field blank.

Note: The system does not generate, print, send, or store collection letters. The system only lets you record that a letter has been sent and its type.

In the Comments field, enter any relevant comments about the call or about any followup action that occurred. The system saves this information in the activity log entry created for this customer when you exit this screen.
Press Esc to save the information and exit the screen.

The system displays the Call Tracking Entry screen. Add additional information to this tracker, as needed, and add yourself to the Forward list. For more information, see Appending Comments to Trackers.