Use the A/R Collection Log Call window 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 you sent a collection letter. 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 window.
Select the customer for whom you want to log a collection call, then, from the File menu, select Log Call to display the A/R Collection Queue Log window. 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 window. |
|
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.
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:
Yes - Yes, you mailed a collection letter.
No - 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 Yes 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
If you entered No 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 Comment field, enter any relevant comments about the call or about any followup action that occurred. The system saves this information in the activity log for this customer.
Click OK to save your changes.
The system displays the Call Tracking Entry window. Add information to this tracker, as needed, and add yourself to the Forward list. For more information, see Appending Comments to Trackers.
See Also: