Report of all AR tasks that are open and not completed.
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
The AR Collections process is an important part of every business. Use ID182 to report if there is an AR task that has been left open and not completed so that you can stay on top of the collections process.
Run Schedule: Weekday mornings
Type of Output: Email
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Sample
Sample
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Variables
Variables
Variable W: # of Days Past Due to select - The number of days past due for the task to trigger the alert. The default value is 1.
Variable X: Branch Numbers - List the branch numbers for the alert to trigger on, separate multiples with commas. Leave blank to trigger on all branches.
Variable Y: Optional Send-To - If you want to also send the email to the person assigned to the task, enter 'Assigned'. To send to their manager, enter 'Manager.' If you would like the task to send to both, separate the two options with a comma.
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Alert Functionality
Alert Functionality
1. The alert checks for any AR tasks that do not have the 'Complete' box checked and are variable W days past the scheduled date.
2. The alert checks the branch on the customer record if Variable X is in use to limit the branches the alert will trigger on.
3. When the To Creator option is checked on the alert subscription, the email will go to the creator of the task (1) in e-automate. To send to the user assigned to the task (2), add 'Assigned' to variable Y.
4. To send to the assigned user's manager, add 'Manager' to variable Y.
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Best Practices & Tips
Best Practices & Tips
1. See our documentation here on best practices for using AR tasks.
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Related Alerts
Related Alerts
ID21 - AR Customer past due and has not been contacted
ID604 - Auto Create a New AR Task for a Past Due Account
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