Collection-Turnover

An Action may be created and used that is linked to an Action Code  that has a Process Type of Collection Turnover.  This is used in cases where a collector needs to manually add a visit to the Collection Turnover file.  After selecting OK to save the action, the Collection Maintenance window is displayed.

Specify the Account Class that should be assigned to the account when it is turned over to collection.  If the Account Type should be changed when it is turned over to collection, specify the Account Type to which the account should be changed.  Specify the Agency to which it should be sent when it is turned over to collection.  These fields will all be updated to these new values when the Collection Turnover process is run and the account is turned over.  After selecting OK to save the action, you will be returned to the Queue.

After performing this action, the visit will display in yellow in the ledger to indicate that it is now in Collection Turnover.  If a future Next Action date is entered, it will no longer display in the Collection Queue, and it will not display on the Next Action date either.  Accounts that are in Collection Turnover do NOT display in the Queues; the assumption is that they have already been worked or are being dealt with via the Collection Turnover, and that they do not need to be worked or followed up on in the queue any longer.  (Note:  if the Next Action date is left as the current date, it will continue to display.  We suggest that the Action set up to default the date by 1 day so that it will disappear).