Collection Note Actions
The Collection Note Actions document is a single Maintenance document which is used to define a list of actions related to the Collections process. The document has only a default view. Actions added to this document will be referenced by the Collection Note document, Collection Note Inquiry, and the Collection Note Assistant.
General
The creation of this document requires the following fields to be defined.
| Field | Description | |
|---|---|---|
|
Code | Displays the code assigned to the document. The value is system defined and is 1. |
|
Name | Displays the name assigned to the document. The value is system defined and is Collection Note Actions. |
| Initial Action | Enter the action to be used on Collection Note documents that are generated from a Collection Note Request. If this Initial Action is not defined there will not be an action inserted on the collection note generated from the collection note request | |
Actions
Enter additional Actions needed to support the Collections process by adding rows to the grid below.
| Field | Description | |
|---|---|---|
|
Sequence | Displays the system generated sequence number representing the order of the creation of action codes. |
|
Code | Enter a unique alphanumeric key to identify the action. Once a code has been entered and the document has been submitted to final, it typically cannot be changed. |
|
Name | Enter a name to describe the action. The name does not have to be unique. |
|
Comment | Enter an optional comment about this action. This could be used to identify potential uses of this action. |
|
Follow-Up Days | Enter the standard the number of days in which to follow up for this action. This value will update the Collection Note Follow-Up Date with a calculated date based on the Action Date plus Follow-Up Days. |
|
Status | Select the status of the action. |