Advanced - Collections - R12 - Internal Reference Only

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Collection Functions in R12 Receivables

Bundled with Oracle AR


Collector's Work Queue Search Tool Collections Workbench Assign Collectors Manually View Collections Info by Different Levels Process Ad-Hoc Payments Create Promises Enter Disputes and Adjustments View Invoices using Oracle Bill Presentment Architecture Run Receivables and Collections reports Preconfigured Delinquency Creation Engine (cannot change) Preconfigured Customer Scoring Engine (cannot change) Configurable Dunning Plans (Staged Reminders only)
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Collection Functions Only Available via Oracle Advanced Collections


Configurable Customer Scoring Model Configurable Strategies and Work Items


Including Human Tasks, not just Dunning Letters Multiple Database Views for use with Scoring and Strategies

Configurable Segments Create Collections Territories using Territory Manager Work Reassignment (not just Manual Assignment of Collector) Additional Advanced Collections tabs in Collection Workbench:

Strategy Lifecycle Custom 1 Custom 2 If you use Oracle Loans Loans If you use Oracle Lease Management Case Management If you use Oracle Contracts Contracts
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Other Collections Workbench Tabs (with Extra Licenses):


Define Collection Strategies


Specify criteria to score customers

Weighted Example: average score will # Delinquencies be calculated from between 6 and 20 => these components Score = 50

Define Collection Strategies


Apply to different customer categories and situations

Multiple work items, auto-triggered by workflow

Collectors Work Queue


Task list for each collection agent

Collection Workbench

Drill to individual customer profile Snapshot

Key Collections Metrics, configurable

Collection Workbench History


One stop for all historical information about customer

Payments Promises to Pay Disputes Interaction Correspondence Adjustment

Collection Workbench Accounts


Request and record ad-hoc payment to resolve delinquency

Request & process payments quickly to resolve delinquency

Collection Workbench Transactions


Record customer disputes and resolutions against invoices, perform adjustments, process payments, etc.

Collection Workbench Lifecycle


Track information about delinquencies and status changes

Change status to indicate Write-offs, Bankruptcies, etc.

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Collection Workbench Strategy


Execute collection strategies based on Score

Work items defined for this strategy

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Collection Workbench Tasks


Track all types of customer-oriented activities

Interactive Call Center to Record Conversations

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Collection Workbench Aging


On-line, real-time aging analysis

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