AR Collections Specialist*
Customers-Credit Balances and Refunds
The AR Manager is responsible for ensuring that this document is necessary, reflects actual practice, and supports University policy.
N ® Collections ® Customer Calls
1. Locate the desired Customer.
2. Locate the desired Location.
3. Enter the Contact information.
4. Save the form.
If you want to record a basic customer call, goto task #5. Otherwise, goto task #8.
5. Select the Responses alternate region.
The Customer Calls Response alternate region will appear.
6. Enter the desired information.
7. Save the form.
End of activity.
8. Use the Actions and Topics buttons to record detailed information about the customer call.
If the call relates to a Transaction or a Receipt, goto task #9.
If the call relates to a specific action taken such as, creating a Credit Memo, goto task #12.
9. Select the Topics button.
The Call Topics form will appear.
The Call Topics form contains a number of alternate regions to enter or view contact information.
The Transaction alternate region will display Due Date, Days Late, Balance Due, Line #, and Line Amount.
The Promise/Forecast alternate region will allow you to enter a Promise Date and Amount or the Forecast Date and %.
The Receipt alternate region will display any Receipt action against that Transaction.
The Call alternate region will display the Due Date, Collector, and Date field.
Use the workbench to view account information.
10. Save the form.
11. Close the form.
This may be the end of the activity. To record additional specific actions taken, proceed to the next step.
12. Select the Call Actions button.
The Call Actions form will appear.
13. Save the form.
14. Close the form.
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