Collection Note Assistant

The Assistant dialog box allows you to do bulk processing of actions against one or many collection notes. The Assistant is available from the Collection Note document as well as in the Collection Note (Inquiry). Actions can be taken individually or in bulk, noting that when applying actions to more than one Collection Note at a time, the selected Collection Notes selected must be for the same Bill Client. The Assistant will be disabled if notes for more than one Bill Client are selected.

How To Use The Collection Note Assistant

1. When the assistant is accessed from the Collection Note, the action, comments, etc. only apply to the Collection Note that is open.

2. When the assistant is accessed from the Collection Note Inquiry, the action, comments, etc. apply to all of the rows in the inquiry section that are selected.
3. Right click your mouse to display the Context menu. From the Context menu, select the Note action.
   The Collection Note Assistant displays.
4. Enter the fields offered in the provided box as described in the screen description below. The Collection Note Assistant provides a spell check function and will highlight any misspelled words to correct.
5. Click OK.
   A new Collection Note action row is added to the related collection notes.

Screen Description

General

Field		Description
	Employee	Displays the identity of the employee doing the collection action.
	Action Date	Enter or select the date of the action of the current collection activity. The default is the current date.
	Action	Enter or select the action of the current collection activity.
	Contact	Enter or select the name of the person who was contacted for the selected action
	Stage	Enter or select the stage of the current collection activity.
	Comment	Enter appropriate descriptive text covering the scope of the discussion with the person contacted.
	Follow-up Date	Enter or select the date of next follow up in the collection activity.
	Promised Date	Enter or select the date by which a payment was promised.
	Promised Amount	Enter the value of the promised payment.

Collection Note Items

The Collection Note Items pane displays a list of the bill numbers on the collection notes to be associated with the new action.