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Oracle Advanced Collections

OVERVIEW AND IMPLEMENTATION


Tips and Tricks Session
Session ID: TIP1153

Mandar P. Kulkarni
Oracle EBS R12 Advanced Collections
Benefits
• Get More-Accurate View of Customer Information
• Increase Collections Effectiveness
• Streamline the Collections Process by Managing Claims and Disputes
more Efficiently

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Setup Checklist – Collections Administrator

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Questionnaire 1 of 3

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Questionnaire 2 of 3

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Questionnaire 3 of 3

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Mandatory Tasks

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Mandatory Tasks cont.

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Mandatory Tasks cont.

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Mandatory Tasks cont.

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Day in Life
• Universal Work Queue UWQ ‘Nerve center’ of Advanced Collections
• All Advanced Collections processes and activities are in support of UWQ
• UWQ Columns can be arranged by drag-and-drop
• How does the UWQ get refreshed?
• Delinquency Queue:
• Record scored via Scoring Engine Harness (Concurrent Request)
• Record added via UWQ populate (Concurrent Request)
• Record removed when Delinquency settled and UWQ populate run
• Broken Promises:
• Record added when Promise Reconciliation run (Concurrent Request)
• Record removed when Delinquency settled and UWQ populate run
• Tasks:
• Record added when Task entered, date arrives, UWQ toolbar refresh
• Record removed when Task closed and UWQ toolbar refresh

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Oracle Advanced Collections
Collections Workbench Draft December 12, 2016

IEX: Send IEX: Create


Dunning IEX: Promise IEX: Scoring Dunnings for Dunning And
Start End
Process Reconciliation Engine Harness delinquent Broken Promise
Collections

customers Call Backs

Collector’s Work
Queue Collections
Start
(Universal Work Wokbench
Queue)

Profile History Accounts Transactions Lifecycle Strategy Aging Notes Tasks


Tabs

End

Sub
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cess
Dispute Process
Dispute can be raised by:
 Advanced Collections
 Only AR Collector will
be able to enter dispute
 Triggers Credit Memo
Request workflow
 iReceivables
 AR Collector enter
dispute
 Triggers Credit Memo
Request workflow
 AR Transaction form
 Does not trigger
workflow
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Demo
Demo of AR Collections and Credit Memo Approval Process
Dispute – Issues and Setup
Error ‘A Receivable Role has not been defined or is invalid Receivable
Role Name: Please define a Receivable Role.’ Unable To Locate Valid
Receivable Role For Credit Memo Request (Doc ID 304322.1)
• Create Responsibility ‘Receivables Role’ Responsibility Key = ‘ROLE’
• Open AR Credit Memo Approval Workflow and select File > Load
Roles From Database. Select Receivable Role from the list and click on
Add and then click on OK.
• Update attribute Receivable Role (internal name: RECEIVABLE_ROLE) with
value = ‘Receivables Role’ from above
• Update attribute Batch Source Name with a valid credit memo batch name

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Dispute – Issues and Setup cont.
• Define Resource - CRM Responsibility > Maintain Resources >
Resources and assign Role = Collections Agent
• Define Collectors - AR Responsibility > Setup > Collections > Collectors
• Define Transaction Approval Limits - AR Responsibility > Setup >
Transactions > Approval Limits

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Dispute – Issues and Setup cont.
• Update CM Memo Type for each Invoice Transaction Type - AR
Responsibility > Setup > Transactions > Transaction Types

• Define Credit Memo Batch Source - AR Responsibility > Setup >


Transaction > Sources

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Dispute – Issues and Setup cont.
Define Transaction Approval Limits AR Responsibility > Setup >
Transactions > Approval Limits

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Thank you!

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Reference
• Migrating to Oracle Advanced Collections: An Overview for Oracle
Receivables Users – An Oracle White Paper Winter 2007
• Oracle Advanced Collections R12 Implementation Guide
• Oracle Advanced Collections R12 User Guide

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