Collections setup

Collections Setup defines how Infor Public Sector handles accounts that have been sent to collections, as well as accounts that have liens. Like Delinquency Setup, Collections Setup consists of a number of milestones that define different actions to be taken for accounts in collections, such as adding one-off charges or creating service requests to turn off account services. The milestones also include rules that define how and when accounts can move to other milestones.

These milestones are grouped into collections schemes, each of which represents a particular path through the collections process. For example, you might have a standard collections scheme for accounts with good credit ratings and a more aggressive scheme for accounts with poor credit. The collections schemes, in turn, belong to a collections group. Unlike delinquency groups, Infor Public Sector you can only create a single collections group.

When you create a collections group, Infor Public Sector also automatically adds a Liens scheme to handle lien processing. Like delinquency schemes and collections schemes, the Liens scheme includes a series of milestones that define different actions to be taken for liened accounts.

Unlike delinquency entry, sending accounts to collections and adding liens are manual processes. Infor Public Sector marks accounts as eligible for collections or liens during delinquency processing, when they reach delinquency milestones that have been defined as collections or lien eligible. You can then use the Collections Eligible Accounts and Lien Eligible Accounts items in My Infor to review these accounts and send them to collections or add liens as appropriate. After accounts are in collections you can schedule a collections Run task in the Batch Manager to evaluate these accounts and advance them to different milestones if they meet the conditions.

Because collections are typically handled by an external agency, you can also export a list of accounts in collections. The export process creates an XML data file that can be delivered to the collections agency.

A collection export setup defines the parameters that Infor Public Sector will use for a collection export run. Collection export is the process of exporting a list of accounts in collections to an XML data file for delivery to a collection agency. Most importantly, the setup specifies the template that will be used to create the export file and the path to the directory where the export file will be stored. You can also specify the collection agency the export file will be sent to.