RF Collector Contact History

Description

Purpose

As part of the Account Receivable collections process, contact is made with a sponsor or customer associated with an outstanding AR invoice. The Oracle Accounts Receivables (AR) module captures this detailed contact information through call entries recorded on the outstanding AR invoice. The Research Foundation (RF) customized the RF Collector Contact History report to provide this detailed information recorded on outstanding AR invoices based on collector to assist in timely follow-up of outstanding receivables and to determine appropriate action necessary.

This report can be run by and sorted by the customer field.

A summary of parameters selected is provided at the beginning of the report. This report is used to provide a history of collection actions made by a collector, such as calls and letters, on outstanding AR invoices that are past due.

Available Report Formats

The RF Collector Contact History displays actions that have been entered on the invoice through the Accounts Receivable Call Topics form. The report will provide the follow-up date, collector, AR invoice number, award, and other fields to assist in follow-up. The report can be run by the collector and/or the follow-up date.

Frequency

This report should be run monthly and as needed to assist staff responsible for collection activity.

Responsibilities with Access

ORG AR Inquiry
ORG AR Billing Specialist

Setting Report Parameters

The following table describes the required and optional parameters to use to run the report:


Parameters	Description (click in the field to see the List of Values)
Required Parameters
Print Collector		Displays collector name. Selection values are yes (Y) or no (N). The default value is yes (Y).
Print Completed Actions		The option to include or exclude customer contact records that have been flagged as complete. The default value is yes (Y).
Print Location		The option to print the three-digit location code assigned to the award that generated the associated invoice. The default value is no (N).
Print Call ID		The option to print the Call ID number. The default is yes (Y).
Optional Parameters
Follow-up Date Low		The earliest follow-up date entered for the invoice display
Follow-up Date High		The latest follow-up date entered for the invoice display
Collector Name Low		The first collector attached to AR invoices through the Call form in AR to be included in this report
Collector Name High		The last collector attached to AR invoices through the Call form in AR to be included in this report
Earliest Call Date		The date of the earliest call made for the collector or customer to be included in this report
Latest Call Date		The date of the latest call made for the collector or customer to be included in this report
Customer Name Low		The first customer name that is associated with award for which the AR invoice was generated to be included in this report
Customer Name High		The last customer name that is associated with award for which the AR invoice was generated to be included in this report
Award		Award number associated with the AR invoice.
Invoice Number Low		The starting AR Invoice number to be included in this report. Note: This is the invoice number that Accounts Receivables assigns once an invoice is approved and released or the invoice number that is assigned to an advance invoice created in AR.
Invoice Number High		The ending AR Invoice number to be included in this report. Note: This is the invoice number that Accounts Receivables assigns once an invoice is approved and released or the invoice number that is assigned to an advance invoice created in AR.
Location		The three-digit location operating location code assigned to the award that generated the associated invoice.

Understanding the Output

The following table describes the report output:

Column Heading	Description of Column
Invoice	The Accounts Receivable (AR) invoice number. The invoice number that the Accounts Receivable module assigns once an invoice is approved and release or the invoice number that is assigned to an advance invoice created in AR. This number only prints if information is entered through the Call Topics window.
Award	A unique sequential number assigned to an award. An award is the record established from the award notice or contract received from a customer. An award record contains a funding source (customer), award amounts (funds), start and end dates, terms and conditions, and other information. Awards are used to fund one or more projects. This number only prints if information is entered through the Call Topics window.
Due Date	Based on the billing terms of the award and invoice release date. This only prints if information is entered through the Call Topics window.
Call Date	The date the last call action was taken.
Follow Up Date	The date on which follow-up action should be taken, if entered through the Call topics window
Call ID	The number assigned to the call record in AR.
Collector	If Y is selected, then the collector entered in the Customer Calls window is displayed.
Flag	If the Complete check box is checked, this field displays the Customer Contact Records that are completed.
Notes	This field displays any additional notes that the user entered through the Call Topics window.

Helpful Tips

For complete details on running Oracle reports, refer to the Run a Report help topic.
The report is available in PDF and ASCII (TEXT) format. PDF is a formatted, printable version. ASCII can be easily pulled into a spreadsheet or word processor.
Once you select a format and run the report, you cannot change the output format. You will need to run the report again and select the desired output format on the Submit Request window.

Effective Date: 3/19/2007 9:34:24 AM