Completing the Setup for a Group

To complete the setup for a group, you should make sure the Day End process for each group is set up to generate a report daily, weekly, or monthly, and to send the report in an email message, depending on what you and your collection agency have decided upon. (For more information, see Coordinating with the Collection Agency.)

If you do not want Debt Collect to automatically send reports in email messages, you can also turn off this feature while you are completing your setup. You can do this now or later. (For more information or to do this later, see Turning Off the Automatic Sending of Reports via Email.)

Once you decide what you want, you must complete the setup steps for each Debt Collect report: the Submit (or New) report and the Update report.

To complete the setup for a 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 change the Day End Debt Collection New process.

Horizon displays the Edit Menu Option window:

3 Do one or both of these tasks, as necessary:

To do this

Do this

Verify or change when Day End generates a report and sends it in an email message

Do one of these options:

To create and send a report daily, set the first switch in the Arguments field to /d.
To create and send a report weekly, set the first switch in the Arguments field to /w.
To create and send a report monthly, set the first switch in the Arguments field to /m.

Note: If you choose to have Debt Collect generate reports weekly or monthly for a Submit (New) report, you will not see the borrower information added to the report until Horizon performs the weekly or monthly run of Day End.

Turn off automatically sending a report via email

In the Arguments field, delete the e at the end of the field.

4 Save your changes.
5 Double-click the DeDebtU menu option to change the Day End Debt Collection Update process.
6 Repeat steps 3 and 4 to complete the setup for the DeDebtU menu option.

Note: If you have created new Day End processes for other Debt Collect groups, then be sure to repeat steps 2 through 4 for each of those Day End processes.

 


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