Collection Note - Info Tab (Default)

The default view of the Info tab contains all of the control information for the Collection Note in the upper pane, including General group, Contact Details, and Collection Details. The lower pane contains the associated Actions for this collection note.

General

In the General area, enter the control information about the collection note. Existing collection notes will display the previously entered information or a new note may be added as described below.

Field		Description
	Company	Enter or select the company that owns the collection note. This selection cannot be changed once the document has been in a final state.
	Account	Enter or select the account that represents this accounts receivable subsidiary.
	Organization	Enter or select the accounts receivable summary organization.
	Receivable Summary	Enter or select the Bill for which the collection note is being created.
	Bill Number	Enter or select the document number for which the collection note is being created
	Bill Client	Enter or select the client associated with the Bill for which the collection note is being created.
	Project	Enter or select the project associated with the Bill for which the collection note is being created.
	Bill Date	Enter or select the date associated with the Bill for which the collection note is being created.
	Due Date	Enter or select the future date on which follow-up on the collection note should be performed.
	Collection Group	Enter or select collection group to be assigned to the collection note. The staff in these groups can add notes, actions and take other collections steps in the Collections Process.
	Status	Select the status of the document.
	Contact Details	Enter the key information to allow contact with the appropriate personnel at the client site. Contact: Enter or select the main contact person for Collections at the client. Email Address: Enter or select the email address of the main contact person. Phone Number: Enter or select the phone number of the main contact person.
	Collection Details	Enter the key information to record collection values and next steps for the collection activity. Currency:Displays the receivable summary document currency. Bill Balance:Displays the current balance of the Bill for which the collection note is being created. Bill Amount:Displays the original amount of the Bill for which the collection note is being created. Collected Amount: Displays the total amount collected of the Bill for which the collection note is being created. Promised Date: Enter or select the date by which a payment was promised. Promised Amount: Enter the value of the promised payment. Stage: Enter or select the stage of the current collection activity. Follow-up Date: Enter or select the date of next follow up in the collection activity.

Actions

Additional actions can be added directly on the document in the Actions grid. Actions will update the Comment History and can be reviewed in from the Comment History tab noting that edits cannot be made to comments and / or Actions once they have been submitted.

Field		Description
	Flag	Displays when changes have been made
	Employee	Displays the name of the person who took the action (the current user).
	Action Date	Enter or select the date of the action of the current collection activity.
	Action	Enter or select the action of the current collection activity.
	Comment	Enter appropriate descriptive text covering the scope of the discussion with the person contacted.
	Contact	Enter or select the name of the person who was contacted for the selected action
	Follow-up Date	Enter or select the date of next follow up in the collection activity.
	Stage	Enter or select the stage of the current collection activity.