Collection Note

The Collection Note screenis a maintenance document and process that is used to track actions taken against outstanding bills in an effort to collect monies due. This document can be created here manually or can be generated by the Collection Note Request function. Only one Collection Note can exist for a single Receivable Summary entry. Additional actions can be added directly on the document here in the Actions grid or from the Collection Note Inquiry. Actions update the Comment History and can be reviewed from the Comment History tab. Note that edits cannot be made to comments and / or Actions once they have been submitted.

The Collection Note screen presentation is a split pane window with a document viewer on the left portion of the screen. The right portion of the screen presents the content pane of the Collection Note. The Collection Note document has two content views – Default and Simple.

Document Viewer

This document viewer will display the .PDF version of the Bill for which the Collection Note has been (or is being) created.

The Document Viewer has the capability to undock the window by clicking the docking icon in the upper right corner of the viewer. Once clicked, the viewer displays in its own window and can be moved, minimized, maximized, and restored. The Collection Note content screen increases in size taking up the entire space. When the pop-up window is closed it will go back to its original place and the Collection Note will be restored to the right-hand side of the screen. Clicking the docking icon again closes the window and restores the Collection Note in the split pane format.

The Attachment icon in the Navigation Pane will have any attachment to the Bill. The standard Attachment panel functionality that exists in relation to printing, exporting, etc. is available. For more information about the Attachments functionality, see Attachments.

content pane

The Collection Note content pane will have two views - Simple View and Default View. The Simple view will be shown by default and the Default view is available for selection. In both cases, on the right side of the screen there is a view of the document properties which is split between two tabs – Info and Comment History.

• The Info tab contains the General group, Contact Details, Collection Details, and the associated collection Actions.
• The Comment History tab will display the current and historical comments that exist on the document.

Info Tab

Select Simple View or Default View to view and access the needed Info tab functionality.

Comment History tab

The Comment History tab shows the same information in both the Default and Simple views. When the Comment History tab is selected, the screen continues to display the Bill in the Document Viewer. The right-hand portion of the screen displays a historical list of comments. These comments are read-only and are displayed in order by Action Date. Each comment will be displayed as follows:

Date / Time	Employee
	Comment

The Date / Time field is the Action Date for the associated Comment and the Employee is the user who took the action. Each time an Action is created it is added to the comment history with the most recent comment showing as the first comment, and the oldest comment being the last comment in the list. A vertical scroll bar is available on the right-hand side of the container when the number of comments outgrow the pane. The comment pane is always fully displayed and cannot be minimized.