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.)
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: |
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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