Processing Collection Letters


Concept


Steps:

  1. Begin by accessing the Collections Dunning Letter page.

     

    Click the Student Financials link.

    Step 1
  2. Click the Collections link.

    Step 2
  3. Click the Generate Dunning Letters link.

    Step 3
  4. 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
  5. 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

     a valid value
     e.g.
     "DUNNLTR01"
    .

    Step 5
  6. Click the Add button.

    Step 6
  7. Use the Collections Dunning Letter 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
  8. Confirm that you are running the process for the correct Business Unit.

    Step 8
  9. Use the ID Switch field to determine whether to generate Dunning letters by person or organization ID.

     

    In this example, generate letters by person ID.

    Step 9
  10. At this point, you would continue to run the Collections Dunning Letter 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 10

You have successfully processed collection letters.

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