Purpose
This collection of reference guides is intended for Collection Agents, and Customer Managers to review customer account activities, enter collection notes on invoices and send dunning letters.
Action
Terminology
- Dunning Letter: A dunning letter is a collection notice sent to a customer explaining that a payment they owe is overdue.
Prerequisites
- N/A
Review Customer Account Details
- Select Company Single Sign-On to access your Oracle account.
- Navigate and select the Receivables module.
- Select Billing.
- Select Taskbar.
- Select Review Customer Account Details.
- Select Customer, Bill to Site, Account Number, or Business Unit and Select Search.
- Under Overview tab, you can review the total open receivables, total transaction amount due, pending application, past due, and transactions in dispute.
You have now completed the process of reviewing customer account activities.
Enter Collection Notes on Invoices
- Select Company Single Sign-On to access your Oracle account.
- Navigate and select the Receivables module.
- Select Billing.
- Select Taskbar.
- Select Create Transactions.
- Select Business Unit, Transaction Source, Transaction Type and Transaction Number.
- Select Notes.
- Select “+” icon.
- Select Type.
- Add Collection Notes and select OK.
- Select OK.
- Select Item, Description, Quantity and Unit Price.
- Select the Dropdown Arrow besides Save and select Save and Close.
You have now completed the process of entering collection notes on invoices.
Send Dunning Letters
- Select Company Single Sign-On to access your Oracle account.
- Navigate and select the Tools.
- Select Scheduled Processes.
- Select Schedule New Process.
- Select Business Unit and Dunning Configuration Name.
- Select Submit.
- Note down the process ID and select OK.
You have now completed the process of sending dunning letters.