Advanced Collections Basic Collections Setup

Advanced Collections Basic Collections Setup (Doc ID 282798.
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Modified: May 28, 2013 Priority:3 Type: TROUBLESHOOTING Status: PUBLISHED
In this Document Purpose Troubleshooting Steps 1. Confirm additional product installation: 2. Setup your Collections User: 3. Decide what level you want the Dunning and Strategies to work. 4. Setup the UOM for the Strategy processing to use: 5. Exchange Rate Setup 6. Collector Setup with and without Territories. 7. Create Delinquencies 8. Dunning Plans or Strategies 9. Schedule Processes for Workflow regarding Strategies References
APPLIES TO:
Oracle Advanced Collections - Version 11.5.8 to 12.1 [Release 11.5.8 to 12.1] Information in this document applies to any platform.
PURPOSE
The intention of this document is to show the basic Collections setup steps in one location. This document is not to be used in place of the Oracle Collections Implementation Guide. Please make sure to setup all other associated products such as One to One Fullfillment for Release 11i, TeleSales, Interaction Center and any other CRM setups in the Implementation Guide.
TROUBLESHOOTING STEPS
Steps to complete a basic setup:
1. Confirm additional product installation:

Confirm that you have the appropriate products installed to allow Collections to work properly. The following files will need to be compiled on your instance resulting in .plx files. Without these files compiled, Collections will not work properly. CUSTOM.pll, GLOBE.pll, FNDSQF.pll, JE.pll, JA.pll, JL.pll, JTF_GRID.pll, JTFDEBUG.pll, JTF_UTIL.pll ,ASOCORE.pll ASTTMLIB.pll, ASTBOMAN.pll, IEUPUWQ.pll CSUTILS.pll, CSQKMENU.pll, (ASTCORE.pll in Release 11i only) This information is outlined in Note: 557452.1 where you will see the requirements for licensing the product at various levels.
2. Setup your Collections User:

A. To create an account: In System Administrator Responsibility> Security>User>Define Enter a Username and Password Assign the following responsibilities:

System Administrator Application Developer Receivables Manager Collections Agent Collections Forms Administrator (Release 11i) Collections HTML Admin (Release 11i) Collections Administrator (Release 12) Collections Manager (Release 12) CRM Resource Manager Telesales Agent Human Resources Manager CRM Administrator
B. In your HR Responsibility :
Setup employee
People>Enter & Maintain Enter name, birthday, gender, SSN and Save Note the employee number
C. In System Administrator Responsibility:

Security>User>Define Query your Username Enter the Full Name as it appeared in the HR setup screen above Save
D. Using the CRM Resource Manager Responsibility

Menu: Maintain Resource Create a Group o -Name/Start Date (you can use anything) o -Assign Usages Collections Application Sales & Telesales Application o -Roles o Collections Agent o Telesales Agent Import Resource o Resource Cat = Employee o Enter Employee # that was noted previously o Click search/select employee o Click create resource Default Value window o select start date of the resource Close the window Select Resources click Save Click Details From the Resource Management Form, enter the Username Click on Roles Tab (Security & Access) o Add the following roles: o Collections Role Type o Collections Agent Role o Telesales Role Type o Telesales Agent Role Click on the Group Tab Query Group you created previously Add as an employee to the Group
Close the form.
3. Decide what level you want the Dunning and Strategies to work.
For Release 11i: Customer, Account, Bill-To, Delinquency Use the responsibility - Collections HTML Administrator>Setup For Release 12: Customer, Account, Bill-To, Delinquency Use the responsibility - Collections Administrator>Setup Checklist Please be sure to read the Oracle Advanced Collections User and Implementation Guides for details on the setup of the application for your instance.
4. Setup the UOM for the Strategy processing to use:

If you are using Dunning Plans only, you may skip this step. There are 2 mandatory setups: 1- For the UOM to appear under Work Item Template, the UOM must be created under class Time class (not TIME) 2- Please ensure the UOM has a conversion attached to it. The UOM will only appear if there has a conversion attached to it. 3- After this information has been save, please bounce the apache server, clear the _oa__html_pages directory and the browser cache A. To create a UOM and UOM class: Defining Unit of Measure Classes Responsibility Inventory Menu: Setup > Units of Measure > Classes. Steps 1. In the Units of Measure Classes window, select File > New. 2. Enter a unique name for the unit of measure class. 3. Enter a description for the UOM class. 4. Define the base unit of measure for this class. 5. Enter a unique abbreviation for the unit of measure with a maximum length of three characters. 6. Select the "inactive on" date from the date picker. 7. Save your work. Development's recommendation for proper UOM for Advanced Collections is to not use a UOM that is smaller then 1 hour. Using minutes and/or seconds will cause issues
with the application and should be avoided. B. Click on Conversion and define the conversion for the UOM you just created. C. The profile option : Time unit of Measure Class (JTF_TIME_UOM_CLASS) needs to be set for Collections HTML administration(R11i) or Collections Administrator(R12) to determine the UOM class needed to be used. 1234Please set the profile Time unit of Measure Class (JTF_TIME_UOM_CLASS) Save Clear the browser cache Bounce the apache server and clear the _pages directory: - log onto UNIX - dir comn/admin/scripts - stop apache adapcctl.sh stop - navigate back to _oa__html pages directory comn/html/_pages - run command to delete all pages rm -rf * - navigate back to scripts directory - start apache adapcctl.sh start
5. Exchange Rate Setup

If you are on Release 12, you may use the profile option - IEX: Default Exchange Rate Type to define your Exchange Rate Type. You no longer need to setup Credit Management to assign this information. If you are still in Release 11i, then setup Credit Management with Credit Management Super User responsibility Oracle Collections is designed to read data from the AR_TRX_BAL_SUMMARY table for use in the customer balances of the UWQ and the last payment information in the Collections Header. For this reason, you MUST install Credit Management and the latest patchset to have these functions working in Collections. Credit Management concurrent processes populate and update the data in the AR_TRX_BAL_SUMMARY table. Collections also uses the Exchange Rate from Credit Management, so you must setup: -Using Credit Management SuperUser responsibility
-Policy Management>System Options -Make sure that these settings are set including Exchange Rate -You can tell if they are set because when you first look at the screen, if you can select an aging bucket, then it's not set. When the system options are set, you should not be able to select an aging bucket. For specific information on setting up Credit Management, please review the Credit Management User Guide. For information on the new UWQ Summary Table in Release 11i.IEX.H RUP 4 and R12, see Note 405933.1.
6. Collector Setup with and without Territories.

Advanced Collections uses the AR Collector and the CRM Resource to assign work to Collectors. You create an AR Collector and assign it to an Account or Bill To, and during the creation of the AR Collector you assign an employee which is linked to a CRM Resource. Advanced Collections uses the Resources for the work assignments, and by virtue of the employee assigned to the resource, the AR Collector is linked. The Customer Standard form contains fields to update the Collector at the Account and Bill To levels. However, there is no form that will allow a manual update of the AR Collector at the Customer/Party level. The only way to assign a Collector to a Customer/Party is through the creation and use of the Territory in Oracle Territory Management. For this reason, we ask customers to carefully consider what level they will handle Advanced Collections because the Collector must be assigned to that same level. For specific information in Release 11i on this process, please review Note: 367373.1 For specific information in Release 12 on this process, please review Note: 1397139.1
7. Create Delinquencies
The basis for all work in Advanced Collections is a Delinquency. Work cannot be completed in Advanced Collections unless you have created Delinquencies for your customers. You may simply do this by running the following concurrent process:

Collections Forms Administrator>Submit Request Run the following jobs: o IEX: Scoring Harness One line per parameter in this order 2,1,6 or 7 Engine 2 to create the delinquency Engine 1 to score the Party Run engines 6 or 7 depending on setup of strategies.
6 is for Account 7 is for Bill To
The aging of delinquencies occurs in the Delinquency Management process, which is spawned from the IEX: Scoring Harness Engine Harness. To confirm that you have created delinquencies, you can do a query on the iex_delinquencies_all table. Select count(*) from iex_delinquencies_all; If you choose to create custom scoring engines, and you have multiple concurrent processes spawning, you may need to run the scoring engines separately.
8. Dunning Plans or Strategies

Dunning Plans are included without purchase of the license and replace the Dunning Letters in Oracle Receivables Release 11i. Strategies are available for use with a paid Advanced Collections license and are considered part of the Advanced features. Strategies are the work items that your collectors will use to determine the course of action to closing the delinquency and receiving the money from the customer. The steps are too lengthy to explain here, please review the User Guide and White Papers for more information. Note: 269112.1 Using Collections Scoring and Strategies for Superior Collecting For more details about the Advanced and Basic features of Advanced Collections, please review Appendix G in the Oracle Advanced Collections Implementation Guide which is available on MyOracleSupport.com
9. Schedule Processes for Workflow regarding Strategies

In order for Work Items to be advanced in Collections you'll need to schedule the following processes to run on a regular basis automatically: Collections Forms Administrator responsibility - Menu>Submit Request>Single Request Workflow Background Process Item: Strategy Fulfillment Mailer This will move work items waiting to go to Fulfillment. Item: Collection Strategy Work Flow
This will keep the work items moving once they are created. To confirm that you have created strategies and work items you can query the tables as follows: Select count(*) from iex_strategies Select count(*) from iex_strategy_work_items For more information on Scoring Engines and Strategy Work, please review the White Paper that has been written by development noted in Step 8 and is available on MyOracleSupport. For further information about this product, please review the Oracle Collections Implementation Guide and User Guides which can be found on MetaLink, click on Online Documentation. Click on the special link to the 11.5.10 or R12 Documentation CD.
REFERENCES
BUG:2576919 - FND_REQUEST.SUBMIT_REQUEST DOESN'T SUPPORT SYNCHRONOUS PROCESSING NOTE:367373.1 - How to Setup Territories/Resources/Collectors to work with Collections after 11i.IEX.H is Installed.
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What are the basic steps to set up Collections?

What are some ways to confirm set up was successful?

Advanced Collections Basic Collections Setup (Doc ID 282798.

1. Confirm additional product installation:

2. Setup your Collections User:

C. In System Administrator Responsibility:

D. Using the CRM Resource Manager Responsibility

Close the form.

4. Setup the UOM for the Strategy processing to use:

5. Exchange Rate Setup

6. Collector Setup with and without Territories.

6 is for Account 7 is for Bill To

8. Dunning Plans or Strategies

9. Schedule Processes for Workflow regarding Strategies

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