oracle r12 staged dunning setup
DESCRIPTION
This is an overview of how to setup Staged Dunning in Oracle R12 Advanced CollectionsTRANSCRIPT
The R12 Dunning Setup
Dunning Letters
Dunning Letter RTF files are loaded as Templates under the XML Publisher Administrator Responsibility
Dunning Queries
A custom query has been written that returns details of the transactions to be dunned
This is setup under Manage Queries in the Collections Administrator responsibility
Dunning Template Queries
Dunning Templates are linked to the Dunning Query under Manage Templates Query in the Collections Administrator responsibility
Scoring Engine
A ‘score’ needs to be assigned to a customer bill to site to determine what dunning applies to that customer bill to site.
The score in this case needs to indicate if the customer is Collectieven, Direct or Hypotheken and if the letters should be printed or emailed.
A numeric code is assigned to the Customer Profile Classes. 2 is for Collectieven, 3 is for Direct (profile class Ennia) and for is for Hypotheken
A numeric code is assigned to the customer bill to site to indicate if the Customer bill to site in question should receive emailed or printed dunning letters. The code 0 indicates emailed and the code 10 indicates printed.
The summation of these two numeric values gives the score by which the dunning letter and delivery mechanism is derived.
2 = Collectieven Emailed12 = Collectieven Printed3 = Direct Emailed13 = Direct Printed4 = Hypotheken Emailed14 = Hypotheken Printed
A custom piece of code is defined which derives this score values from the above setup. This is done under Create Scoring Components in the Collections Administrator responsibility
A Score Engine is defined which uses the above defined Score Component and assigns the appropriate value to the Customer Bill To Site. This is done under Create Scoring Engine in the Collections Administrator responsibility
2
3
4
Dunning Plans
Dunning pans are created to control the production of the dunning letters. These plans pull together the various components previously defined.
Two dunning plans have been created, for emailed and for printed letters.
These are defined under Create Dunning Plans in the Collections Administrator Responsibility
Ennia Emailed Bill to dunning
On the Ennia Printed Bill to Dunning the score value and the method are switched to the appropriate values.