The Workflow tab contains all AR Credit & Collections functionality and customer data. This tab is displayed upon initial access to the module and contains two work areas: Alerts/Tasks and Customer Information.
Upon initial access to the Workflow tab, the Filter by Customer option will be off and the alerts and tasks settings will be based on the specific collector that is logged in. If a user is not defined as a collector but has access to the module, then all Collectors will be selected in the Alerts/Tasks pane and they will see all alerts and tasks. Otherwise, if the user is setup as a collector, then will only see alerts and tasks directly associated to them, i.e. they will be automatically selected as the collector in the drop-down Collector menu. See Using AR Credit & Collections for usage and AR Credit & Collections User Setup for details.
Figure 12: AR Credit & Collections Workflow
The table below describes all top-level functions available in the Workflow tab.
|
Workflow Function |
Description |
|
Filter by Customer |
User can choose to view data
and alerts for an individual customer by selecting the customer from the
drop down menu ( The customer selection can be
cleared by pressing Clear Customer Filter ( Note: Selecting an individual customer from within the Alerts pane will display data for the specific customer, as well. |
|
Log Activity |
Opens the Log Activity dialog
prompting the user to log activity against one or more orders, invoices,
and/or alerts. Once activity is logged for a customer against a
particular alert, the new activity indicator ( |
|
Add Task |
Opens the Add Task dialog where task can be created on a particular customer and based on one or more orders, invoices, and/or alerts and assigned to a particular collector. See AR Credit & Collections Tasks for more information.
|
|
Add Note |
Opens the Add Note dialog allowing a user to define a note for a particular customer or on one or more orders/invoices. See AR Credit & Collections Notes for details. |
) or by
through the Customer Find (
). 
). This is the default view of the
workflow data and allows a user to see all alerts and tasks assigned to
one or more other users (collectors). 
) will no longer appear. See
A user can customize the screen and grid layout as described below and each time the user accesses AR Credit & Collections these settings will be in effect. The following settings are saved to the Microsoft Windows registry for each MoversSuite user.
|
Setting Saved on Exit |
Description |
|
Splitters |
There are four areas separated
by screen splitters (
Figure 13: Click and drag splitter option Splitter settings will be saved and made available to the user next time AR Credit & Collections is accessed. See the Screen Splitters section for more information. |
|
Data Grids |
Changes made to each data grid in AR Credit & Collections will be saved for each user for the next time the module is accessed. This includes changes made to the columns displayed (), column order, column sort, and column grouping. |
). Splitters control the area
being displayed: Click the splitter once to close or open a pane or click
and hold the mouse down to drag the splitter to its desired size; when
using the splitter to modify the pane size, the splitter will appear as a
gray bar.
Note: AR Credit & Collections is an expandable window allowing users to utilize their entire screen.
AR Credit & Collections Log Activity
AR Credit & Collections Alerts/Tasks
AR Credit & Collections Customer
Information