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You can reassign invoices from the Work Queue Summary
screen, Collection Activity screen, or from the Invoices screen. Here
are the differences:
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To reassign… |
Then
reassign from ... |
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all invoices for the customer currently in the work
queue for the collector whose work queue you are in
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Work Queue Summary |
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selected invoices that have action items currently due
or past due
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Collection Activity |
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selected open invoice for a customer, even if the invoice
does not currently have an action item due |
Invoices feature (Customer Analysis module)
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To reassign customers or invoices, you must be assigned
to a role that includes the capability to reassign customers, and one
or both of the following must apply:
You are part of a
business role that includes this capability. You can reassign customers
to the users who are assigned to this same business role. You can reassign
customers or invoices to the users for whom you are the primary or secondary
manager.
If the number of invoices associated with the customers
you select to reassign is greater than 250:
A message appears
informing you that the customer will be reassigned as a batch job during
the nightly processing. The customer's name
appears in green text to indicate that the customer is scheduled for bulk
reassignment. The Work Queue totals
are updated only after the batch process occurs. | 