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Oracle Advanced Collection Training: Universal Work Queue

Oracle Advanced Collection Training: Universal Work Queue

Watch this tutorial on oracle advanced collections and understand what is a collector’s work queue, its use and the tasks preferred by a collection’s agent.

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About this Course

promoImage
description
lessonOverview

Today, every two out of three collectors find it challenging to track their customer's current and historical data in ERP. Investing additional time and effort in finding the right data, often delay the collection effort.

Despite knowing whom and when to contact, and what to say on the collections call, the collections process is slowed down because you don't have the relevant data at hand. In this scenario, how could you perform collections activity proactively?

Oracle Universal Work Queue aims at tracking the customer's current and historical data. Say no to the troublesome calendar-based record-keeping for collecting overdue payments. The tool simplifies, record-keeping by creating activities in the work queue dashboard.

As a collector, you could access the tool to get a centralized view and access to work. You could even view, request, receive, access, and organize work, without having to hop on multiple dashboards.

Highako.com offers a detailed tutorial on how to navigate through the universal work queue from scratch. Leverage this course to create a seamless activity list for each of your delinquent customers and take action immediately.

This tutorial will help you understand how to select upon a past-due customer type and carry out activities such as dunning notices, follow-up emails, fax, set-up a meeting. Using the tool you could even set the priority of the activity according to the requirement in the activity tab.

transcript

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resources Coming Soon
discuss Coming Soon
instructor
name title image description
KRISHNA PALEPU Oracle R12 Consultant, Forcitude Krishna is an Oracle Functional Consultant with 20+ years of experience in the areas of Oracle applications implementation, financial system analysis, design, development, testing, and maintenance.
recommendation
image tag title description link duration
Credit Application Oracle Credit Management Application Workflow Course to train you on SAP for credit checks, order blocks for low & high-risk categories in SAP FSCM and SD Module. https://academy.highako.com/oracle-credit-management-application-workflow-course 40 Mins
Credit Policy Oracle EBS Training on Credit Holds and Order Release Get trained in credit checks, order holds/credit blocks and due diligence on customer orders https://academy.highako.com/oracle-ebs-training-on-credit-holds-and-order-release-course 25 Mins
Credit Scoring Oracle R12 EBS Credit Assessment and Approval Learn how to create a credit scoring model based on your business and configure credit reviews. https://academy.highako.com/oracle-credit-assessment 10 Mins
tribe
widgetType Id components
topic oracle-technical-skillscredit-management input

Curriculum20 Mins

  • Overview of Using Collector’s Work Queue in Oracle ( ~10 Mins)
  • Preview
    Overview of Using Collector’s Work Queue in Oracle
  • Introduction of the Work Types in the Collectors Work Queue Dashboard
  • How to Configure Delinquent Customers ( ~5 Mins)
  • How to Configure Delinquent Customers
  • How to Configure Strategy Work Item ( ~5 Mins)
  • How to Configure Strategy work Item

About this Course

promoImage
description
lessonOverview

Today, every two out of three collectors find it challenging to track their customer's current and historical data in ERP. Investing additional time and effort in finding the right data, often delay the collection effort.

Despite knowing whom and when to contact, and what to say on the collections call, the collections process is slowed down because you don't have the relevant data at hand. In this scenario, how could you perform collections activity proactively?

Oracle Universal Work Queue aims at tracking the customer's current and historical data. Say no to the troublesome calendar-based record-keeping for collecting overdue payments. The tool simplifies, record-keeping by creating activities in the work queue dashboard.

As a collector, you could access the tool to get a centralized view and access to work. You could even view, request, receive, access, and organize work, without having to hop on multiple dashboards.

Highako.com offers a detailed tutorial on how to navigate through the universal work queue from scratch. Leverage this course to create a seamless activity list for each of your delinquent customers and take action immediately.

This tutorial will help you understand how to select upon a past-due customer type and carry out activities such as dunning notices, follow-up emails, fax, set-up a meeting. Using the tool you could even set the priority of the activity according to the requirement in the activity tab.

transcript

Coming Soon

resources Coming Soon
discuss Coming Soon
instructor
name title image description
KRISHNA PALEPU Oracle R12 Consultant, Forcitude Krishna is an Oracle Functional Consultant with 20+ years of experience in the areas of Oracle applications implementation, financial system analysis, design, development, testing, and maintenance.
recommendation
image tag title description link duration
Credit Application Oracle Credit Management Application Workflow Course to train you on SAP for credit checks, order blocks for low & high-risk categories in SAP FSCM and SD Module. https://academy.highako.com/oracle-credit-management-application-workflow-course 40 Mins
Credit Policy Oracle EBS Training on Credit Holds and Order Release Get trained in credit checks, order holds/credit blocks and due diligence on customer orders https://academy.highako.com/oracle-ebs-training-on-credit-holds-and-order-release-course 25 Mins
Credit Scoring Oracle R12 EBS Credit Assessment and Approval Learn how to create a credit scoring model based on your business and configure credit reviews. https://academy.highako.com/oracle-credit-assessment 10 Mins
tribe
widgetType Id components
topic oracle-technical-skillscredit-management input

Curriculum20 Mins

  • Overview of Using Collector’s Work Queue in Oracle ( ~10 Mins)
  • Preview
    Overview of Using Collector’s Work Queue in Oracle
  • Introduction of the Work Types in the Collectors Work Queue Dashboard
  • How to Configure Delinquent Customers ( ~5 Mins)
  • How to Configure Delinquent Customers
  • How to Configure Strategy Work Item ( ~5 Mins)
  • How to Configure Strategy work Item