Begin by accessing the Process Collections page.
Click the Student Financials link.Step 1
Click the Collections link.Step 2
Click the Process Collections link.Step 3
You can run this process by searching for an existing Run Control ID or you can add a new value. Creating a Run Control ID that is relevant to the process may help you remember it for future use.
Click the Add a New Value tab.Step 4
A Run Control ID is an identifier that, when paired with your User ID, uniquely identifies the process you are running. The Run Control ID defines parameters that are used when a process is run. This ensures that when a process runs in the background, the system does not prompt you for additional values.
Enter the desired information into the Run Control ID field. Enter
Click the Add button.Step 6
Use the Process Collections page to enter the request parameters. These parameters will be used to define the processing rules and data to be included when the process is run.Step 7
Enter the Reason In code that the system attaches to each item that the Assign Collector process moves into the collection system.
In this case, the reason is that the accounts have become past due.
Click in the Reason In field.Step 8
Enter the desired information into the Reason In field. Enter
Enter the Reason Out code that the system attaches to each item that the Assign Collector process moves out of the collection system.
In this case, the reason out is that the accounts have promised to pay.
Click in the Reason Out field.Step 10
Enter the desired information into the Reason Out field. Enter
The Assign Collector process normally generates a report of the collection items it assigns to collectors.
If you want to generate the report of what assignments the system will make without actually making them, select the Report Only check box.
Click the Report Only option.Step 12
At this point, you would continue to run the Assign Collections process just as you would any other PeopleSoft Enterprise Process Scheduler process.
Refer to the Running Reports module for examples of running a process.Step 13
You have successfully assigned collection items to collectors.
Table of Contents Start Topic