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Collections in R 12

This document discusses changes to collections functionality in Oracle Receivables release 12 (r12). It notes that r12 includes a stripped down version of collections features including the Collections Workbench, notes, scoring, and universal work queue, but that configurable strategies, scoring, and dunning features cannot be modified. It advises that certain set ups must be completed, such as configuring CRM resources and roles, credit management system options, and refreshing AR summary tables, in order for collections to work properly in r12. It provides links to support documents that provide more details on migrating collections from earlier releases to r12.

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145 views11 pages

Collections in R 12

This document discusses changes to collections functionality in Oracle Receivables release 12 (r12). It notes that r12 includes a stripped down version of collections features including the Collections Workbench, notes, scoring, and universal work queue, but that configurable strategies, scoring, and dunning features cannot be modified. It advises that certain set ups must be completed, such as configuring CRM resources and roles, credit management system options, and refreshing AR summary tables, in order for collections to work properly in r12. It provides links to support documents that provide more details on migrating collections from earlier releases to r12.

Uploaded by

CG
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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r12 Upgrade Collections

in Receivables
Engage. Collaborate. Deliver.

OAUG AR, Credit and Collections


SIG
April 8, 2013
Denver, CO

Do you recognize this?


Collections in r12 Receivables


8 April 2013

What happened?

Collections in r12 Receivables


April 8, 2013

How do we get from here to here?


Collections in r12 Receivables


April 8, 2013

What do I get?

?

Collections in r12 Receivables

April 8, 2013

No more of this

Collections in r12 Receivables


April 8, 2013

But this!

Collections in r12 Receivables


April 8, 2013

And this!

Collections in r12 Receivables


April 8, 2013

You get

A stripped down version of Collections including

Collections Workbench

Notes

Scoring

Universal Work Queue

You dont get:



Configurable Strategies / dunning plans

Configurable scoring

Configurable dunning



(Well, they are there, but cannot be modified)

Collections in r12 Receivables

April 8, 2013

But it doesnt work ?



For this to work, you need to do some set ups

CRM Resources, Roles and Groups



Credit Mgt System Options

Refresh AR Summary Tables

Etc (this is not all of them)

Take a look here to find out more:



What Happened To Receivables Collections
Workbench Menu In R12? [ID 468669.1]

Migrating to Oracle Advanced Collections: An
Overview for Oracle Receivables Users [ID 389443.1]

Collections in r12 Receivables

April 8, 2013

10

Thank You!
Engage. Collaborate. Deliver.

Robin Walker
Managing Partner
[email protected]
+1 (609) 680-6180

CALIBER SERVICES, LLC


110 Field Street, Suite #A-182,
Newnan, GA 30263
http://www.caliber-services.com

11

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