Bulk Invoice Reassignment

Overview

Use Bulk Invoice Reassignment to reassign all invoices and their associated action items from one or more collectors to another collector. This bulk reassignment is useful when a collector's assignment changes or the collector leaves your organization.

The reassignment changes the invoice owner so that:

• All current and future action items for the invoices currently assigned to a collector are assigned to the new collector.

• Work Queue totals and counts are updated to reflect the reassignment.

The reassignment occurs as a batch process performed nightly. When you make a bulk reassignment, a record of the batch process job is saved. From the Bulk Invoice Reassignment feature, you can view details for batch processing jobs that were initiated from the Bulk Invoice Reassignment feature and from the Work Queue Summary screen if the reassignment was large enough to be executed as a batch job.

Note:  If a collector already has a pending bulk reassignment job, you cannot schedule another job for the collector until the pending job executes. This prevents the same invoices from being reassigned twice.

Related topics

• Reassigning Collectors Using Bulk Invoice Reassignment

• Viewing Details for Invoice Bulk Reassignment Jobs