Receivables lets you define collectors and assign them to a profile class or to a customer’s credit profile class. When you assign a collector to a profile class, that collector becomes the collector for all customers assigned that profile class. You can modify collector assignments for your customers in the Customers window and for your profile classes in the Customer Profile Classes window.

You can also print collector names and telephone numbers on dunning letters you send to your customers for past due items. Receivables displays active collectors and their descriptions as list of values choices in the Customers, Customer Profile Classes, and Customer Calls windows. Receivables does not display inactive collectors in the list ofvalues for these windows.

You can make an existing collector inactive by unchecking the Active check box and then saving your work. If the collector you want to make inactive is associated with an active customer, Receivables displays a warning message.

To define a collector:
1. Navigate to the Collectors window.
2. Enter a Name and Description for this collector. For example, enter the collector’s first name in the Name field and full name in the Description field.
3. Enter a Correspondence Name and Telephone Number for this collector (optional). This information appears on your dunning letters if you enter it when formatting your dunning letters.
4. If you use the Credit Memo Request Approval workflow, enter the collector’s employee name or select it from the list of values.
Receivables uses this information to ensure that the collector is also an employee and therefore can receive workflow notifications.
5. Save your work.