What's new in Customer Journeys?

Connect and learn more!
Issue in Collections Aging by Collector 7 Bucket Report — Cloud Customer Connect
You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

Issue in Collections Aging by Collector 7 Bucket Report

Received Response
52
Views
2
Comments

Summary:

Need Receipts to be pullled from Account level and Customer Profile class need to be pulled from Site level in the Aging by Collector 7 Bucket Report. Please suggest the steps.

Content (please ensure you mask any confidential information):

Problem Statement: Issue with Collections Aging by Collector 7 Bucket Report

Few receipts were missing in Aging by Collector 7 Bucket Report

 

Analyzed and found that for the missing receipts , while applying the receipts , customer site was not populated and only account details were populated

As per the configuration done in the system (Setup and Maintenance > Tasks > Search > Manage Collections Preferences> Under Preferences section > for the Reference Data Set> the Business Level is set to 'Site' ), the aging report is fetching the receipts using the "Site" information.

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!