Legal Claims and Payment Plans for Receivables and Advanced Collections Part 3

IMPLEMENTATION

Custom Form

Claims are entered and maintained using a custom form which may be entered from a menu or, more usually at LBL, from the Oracle Collections screen. A custom tab was enabled and its label changed to Claims by a personalisation. If the DCO clicks on the claims tabs the personalisation zooms to the claims form. When the Collections screen is entered for a customer with an active claim a pop-up message appears giving details of the claim; again this is achieved through personalisation.


If the Claims screen is entered from the Collections screen the customer name and number are filled in automatically and the claims for this customer queried.


If the screen is entered from the menu the DCO must select the customer name or number from picklists.

Claims are added by pressing the ‘Add Claim’ button. The system adds a record to the claims table and populates a custom table with links to all the overdue invoices for the customer.

When claims are created they have a default claim reference which may be changed by the DCO. The claim has a status of ‘In Preparation’ which flags the claim as not yet being active. Possible values are:

The Enforcement Stage tells the DCO’s what action  is being taken to pursue the claim. Its default value is Visiting Officer. Possible values are:

The claim amount is the sum of the amounts due for the overdue invoices plus costs and interest; this value is saved in the claims record.

The Current Balance is the amount currently outstanding for the claim; it is calculated each time the claim record is queried. A customer may have more than one claim active but in practice they would normally have only one active claim at a time.

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