Automated Collection Status Process Job Fields
Complete the following fields to generate the Automated Collection Status Process job.
Include Cases
The Include Cases section lets you submit criteria to be met for cases to be included in the job.
Field Name Field Description
Select from criteria Select this option to use the parameters on the page to select the cases to which collection statuses should be added.
Use existing list Select this option to process an existing list.
Include List Type the list name you want to process. This field is only available when the Use existing list option is selected.
Locations Click Image to select the locations that contain the data for the activity.
Delinquent Start Date Enter the date when delinquent statuses should first occur to be included in the job.
End Date Enter the date when delinquent statuses should last occur to be included in the job.
Collection Status Start Date Enter the date when collection statuses should first occur to be included in the job.
End Date Enter the date when collection statuses should last occur to be included in the job.
Event Date Type From the drop-down list, select the event date type to be used when retrieving cases.
Event Start Date Enter the date when event types should first occur to be included in the job.
End Date Enter the date when event types should last occur to be included in the job.
Case Categories Type the case category codes to include in the activity. Separate each code with a comma or semicolon. Type All to include all available codes. Click Image or press F4 to search for and select multiple codes.
Case Types Type the case type codes to include in the activity. Separate each code with a comma or semicolon. Type All to include all available codes. Click Image or press F4 to search for and select multiple codes.
Include Offense Types Type the offense type codes to include in the activity. Separate each code with a comma or semicolon. Type All to include all available codes. Click Image or press F4 to search for and select multiple codes.
Exclude Offense Types Type the offense type codes to exclude from the activity. Separate each code with a comma or semicolon. Type All to include all available codes. Click Image or press F4 to search for and select multiple codes.
Include Offense Degrees Type the offense degree codes to include in the activity. Separate each code with a comma or semicolon. Type All to include all available codes. Click Image or press F4 to search for and select multiple codes.
Exclude Offense Degrees Type the offense degree codes to exclude from the activity. Separate each code with a comma or semicolon. Type All to include all available codes. Click Image or press F4 to search for and select multiple codes.
Applies to cases with a balance due on charges with the Offense Degree selected Select this check box to apply the actions to cases with a balance due on the charges of the offense degree selected.
Include Event Types Type the event type codes to include in the activity. Separate each code with a comma or semicolon. Type All to include all available codes. Click Image or press F4 to search for and select multiple codes.
Exclude Event Types Type the event type codes to exclude from the activity. Separate each code with a comma or semicolon. Type All to include all available codes. Click Image or press F4 to search for and select multiple codes.
Include Disposition Types Type the disposition type codes to include in the activity. Separate each code with a comma or semicolon. Type All to include all available codes. Click Image or press F4 to search for and select multiple codes.
Exclude Disposition Types Type the disposition type codes to exclude from the activity. Separate each code with a comma or semicolon. Type All to include all available codes. Click Image or press F4 to search for and select multiple codes.
Applies to cases with a balance due on charges with the Disposition Types selected Select this check box to apply the actions to cases with a balance due on the charges of the disposition selected.
Include Current Collection Status Type the collection status codes to include in the activity. Separate each code with a comma or semicolon. Type All to include all available codes. Click Image or press F4 to search for and select multiple codes.
Exclude Current Collection Status Type the collection status codes to exclude from the activity. Separate each code with a comma or semicolon. Type All to include all available codes. Click Image or press F4 to search for and select multiple codes.
Payment Past Due Type the number of days a payment should be past due to be included in this job.
Balance must be greater than $ Type the amount a balance should be greater than to be included in this job.
Balance must be less than $ Type the amount a balance should be less than to be included in this job.
Payment Due Start Date Enter the date when payment due dates should first occur to be included in the job.
End Date Enter the date when payment due dates should last occur to be included in the job.
Payment Plans Only Select this check box to include cases with payment plans.
Accept Minimum Payment of $ Select this check box if a minimum payment amount is considered a payment.
Then, type a minimum payment amount.
Exclude All Payment Plans Select this check box to exclude cases with payment plans.
Exclude multiple case payment plans if all cases don't meet criteria Select this check box to exclude cases with payment plans that don't meet all criteria. Payment plans that do not meet criteria are in the exceptions section of the job error log.
Actions
The Actions section lets you submit the actions that should be applied to the cases retrieved through this job.
Field Name Field Description
New Collection Status From the drop-down list, select the collection status to be applied to the cases retrieved in this job.
Incorporate into Existing Payment Plan Select this check box to incorporate the fee schedule into the existing payment plan.
Add Event From the drop-down list, select the event to be applied to the cases retrieved in this job.
Apply Fee Schedule From the drop-down list, select the fee schedule to be applied to the cases retrieved in this job.
Stop Payment Plan Select this check box to stop the payment plans on the cases retrieved in this job.
Reason From the drop-down list, select the stop payment plan reason.
Apply Fee To From the drop-down list, select the charge to which the fee schedule should be applied.
List Name Type a list name for this job to be saved as.
Save as USPS Format CSV Select this check box to save the list of cases in CSV format for the United States Postal Service.
Related Links
Job Task List (Parent Topic)