Creating a New Day End Process for a New Group

If you have created more than one Debt Collect group, you must create a new menu option (or Day End process) for that group. This way, Horizon can run the Day End process for each group’s reports and send them in email messages. You do this by copying the default Debt Collect Day End New and Update processes and changing them.

Before You Begin

As you create a new Day End process, you must enter the Group ID number for the new group. Take note of the Group ID number for each new group that you have created. Debt Collect automatically assigns the Group ID number when you create and save the group. To see this Group ID number, open the main Debt Collect for Horizon window and look at the Group ID field under “Groups” at the top of the window. (For more information, see Changing a Group.)

Also, you must enter the Option number for the Day End process. (This is the number for the order in which you want Horizon to run this Day End process.) You must be aware of these things when choosing the Option number:

Be sure that you run the Debt Collect Day End processes last—after all of your other Day End processes. This is because Horizon needs to completely update your database with blocks, fines, and so forth before you run the Debt Collect Day End processes.
Be sure that you do not enter a duplicate option number. To do this, open the menu view in the Table Editor and check the numbers for the other MDayEnd menu options. (For related instructions, see Activating the Day End Processes for Debt Collect.)
Be sure the option numbers for the new Day End processes are larger than the option numbers for the default Day End processes.
With each set of Day End processes, be sure the Submit (New) Day End process option number is larger than the option number for the Update Day End process.
Enter the option number for each Debt Collect Day End process in increments of one number. This way, Horizon can run all of the Debt Collect Day End processes at once, and other Day End processes will not affect the database between the running of each Debt Collect Day End process.

To create a new Day End process for a new group

1 Open the menu_option view in the Table Editor.

Horizon displays the List Menu Options window.

2 Highlight the DeDebtN menu option to copy the Day End Debt Collection New process.
3 Choose File, Copy Record.

Horizon displays the Edit Menu Option window:

4 Change these fields:

Field

Description

Menu Option

Enter a new menu option code.

For example, enter DeDetN2 or DeDCN2.)

Description

Enter a new description.

For example, enter Day End Debt Collection - New (Group 2).

Arguments

Change the number after the Group switch ( /g ) to the Group ID number for the new group.

For example, the new argument may look something like this: /w /g2 n e.

Note: Debt Collect automatically assigns the Group ID number when you create and save the group. To see this Group ID number, open the main Debt Collect for Horizon window and look at the Group ID field under “Groups” at the top of the window. (For more information, see Changing a Group.)

Option No.

1 Decide which option number you want for this Day End process.

To be sure that you do not enter a duplicate option number, you can check the numbers in the List Menus window that already exist for the MDayEnd menu. (To see this window, choose Window, List: Menus.)

Note: Be sure the option number for the new Day End process are larger than the option number for the default Day End processes. With each set of Day End processes, be sure the Submit (New) Day End process option number is larger than the option number for the Update Day End process. Also, enter the option number for each Debt Collect Day End process in increments of one number. This way, Horizon can run all of the Debt Collect Day End processes at once, and other Day End processes will not affect the database between the running of each Debt Collect Day End process.

2 In the Option No. field on the Edit Menus window, enter the number for the order in which you want this Day End option to occur in the list of Day End options.
5 If you want to change when Debt Collect creates and sends a report for this Day End process, or turn off Debt Collect’s ability to send reports automatically via email for this group, continue with the task Completing the Setup for a Group, then return to this task.

You must be sure that you create a new Day End process for both the Day End Debt Collect New and the Day End Debt Collect Update processes.

6 Save your changes.
7 Highlight the DeDebtU menu option to copy the Day End Debt Collection Update process.
8 Repeat steps 3 through 6 to complete the setup for the DeDebtU menu option.

Note: If you have created other Debt Collect groups, then be sure to repeat steps 2 through 6 for each of those groups.

 


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