The management of collections allows to quickly manage all collections postings of customers and suppliers, as well as create collections activities and assign them to the allowed users. Besides that, this functionality also allows to manage these activities automatically.

Set up collections

It is possible to manage the collections of customers and suppliers using the Contacts and Opportunities area, by effectively controlling the collections activities to be performed, as well as by contributing for a higher efficacy in the handling and a greater interaction with Cash Management.

To configure collection activities, follow these steps:

Access Marketing & Sales | Contacts and Opportunities | Resources | Tables | Activity Types;
Create or edit an activity;
Select the type of action Collection;
Specify the activity to be integrated with Outlook;
Click Save.

Set up the collection activities

In the ERP, the collection activities imply the creation of this type of activity in the module Contacts and Opportunities and the assignment of this activity to a specific user.

To create and assign collection activities, follow these steps:

Step 1: Set up the collection activities option

Access Marketing & Sales | Contacts and Opportunities | Resources | Tables | Types of Activity;
Create an activity whose action is Collection;
Activate the option Collection Activity;
Click Save;
Access Marketing & Sales | Contacts and Opportunities | Activities;
Select the activity previously created;
In the tab Entities/Actions, specify the collection target entities. It is necessary to specify at least one entity as the main entity;
In the Collections tab, import the open items associated to the entities, using the button on the lower part of the window;
Finally, click Save.

After accessing the option Activities, if there is an integration with Outlook, a warning window specifying that there is an app trying to access Outlook may be presented. This behavior is normal, and it is necessary to continue with the authorization in order to create the corresponding task.

Step 2: Assign collection activities

Access Marketing & Sales | Contacts and Opportunities | Activities;
In the field Activity, select the user for which the collection activity will be created.
Note: The users available are the users available in the ERP, whose creation and maintenance are performed in the Administrator;
Define the collection activity;
Click Save.

If the activity is integrated with Outlook, a task will be created in the account of the selected user.

Generate collection activities

To generate collection activities automatically, follow these steps:

Access Administrator | [Company] | Payments and Receivables | Due Date Reminders;
Activate the option Record the due date reminders in activities;
Select the activity type;
Click Confirm;
In the ERP, access [Marketing & Sales / Purchases / Finance] | Payments and Receivables | Resources | Tables | Account Types;
In the states, select the option Coll.;
Click Save;
Access [Marketing & Sales / Purchases / Finance] | Payments and Receivables | Balances / Due Date Reminders;
Click Update;
Click Print;
Finally, select the option Due Date Reminders and finish printing.

A maximum of three collection activities are created related to the number of due date reminders that can be printed.

When printing, an activity is automatically generated for the selected entities, that can be viewed in Marketing & Sales | Contacts and Opportunities | Activities | Scheduled Activities.

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