Overview
Collection Agencys are used to categorize Revenue Debit Notes for the use of grouping and providing further details/filtering options in the generation of revenue reports.
Navigation
Revenue Management ► Support Entities ► Collection Agency
Fields | Description |
Id | Classification unique ID can be either system generated or manual. |
Active | This is a check box. Default value is ‘checked’. |
Language | Country specific language used to register the abbreviation and description. |
Name | Collection Agency’s name. |
Overview
Address tab includes the address details of the collection agency.
Address screen Fields
Fields | Description |
Is Main | Checkbox is use to check it and make it as main address. |
Region | Click the lookup button to select the region. |
Address Type | Select the address type using the drop doen menun. |
Address | The address of the collection agency. |
| Location | The address Location. |
| City | Name of the city. |
| State | Name of the State. |
| Zip Code | Zip code of the address. |
| Country | Select the country using drop down menu. |
Overview
Contact tab mention includes the contact details of the collection agency.
Contact screen Fields
Fields | Description |
Is Main | Checkbox is use to check it and make it as main Contact. |
Contact Type | Select the Contact type using the drop doen menu. |
Contact Location Type | Select type of the contact location using drop down list. |
Contact Value | Provide the contact value into the text box. |
| Language | Select the language using drop down list. |
| Description | Mention the description of the contact. |
Overview
Used to keep track of how much cash in hand officers have. Based on what they have received/collected and not deposited in the back yet.
Navigation
Revenue Management ► Support Entities ► National Collection Officers
National Collection Officers Screen Fields
| Fields | Description |
| Id | Unique ID. Automatically Assigned by the System. |
| Workflow Status | Calculated/Updated Display Only Field, updated by the system. Depending on the Workflow Configuration Setting for this Entity the basic Stages are: (Created, Approval Requested, Approved, Rejected, and Cancelled.) |
| Name Of The Officer | Name of the National Collection Officer. |
| Officer Identification Number | National Collection Officer Identification Number |
| Bond Number | Bond Number of the National Collection Officer |
| Bond Issue Date | Issued Date of the Bond |
| Bond Expiry Date | Expiry date of the Bond |
| Revenue Collection Agency | Revenue Collection Agency is used to restrict which Officers can be selected, based on the Institution of the Transaction. |
| Active | Default value is TRUE. If this value is switched to FALSE, then this record can't be referenced in new transactions |
| Collecting Accounts | List of TBA related to NCO |
| Addresses | Allow user to define the type of address. |
| Contacts | Allow user to define the type of contact location types. |
Overview
Revenue Voucher Classifications are used to categorize Revenue Invoices for grouping uses and provide further details/filtering options in the generation of revenue reports
Navigation
Revenue Management ► Support Entity ► Revenue Invoice Classifications
Revenue Invoice Classifications Screen Fields and Tab
| Fields | Descriptions |
| Id | The unique identification code, visible to the user, auto-generated by the system. |
| Institution | The Institution is to be selected which is relevant from the lookup button available for this field. |
| Name | Name of the Invoice Classification. |
| Description | The description regarding Invoice classification is to be entered in this field. |
| Debt Instrument | The Default value of the field is False. The user can select it as True. |
| Loan Register | The Default value of the field is False. The user can select it as True. |
| Invoice Type | Type of the invoice the possible values are "Cash", "Credit", "No Cash Flow". |
| Customer | This Feature allows selecting the customer for the Invoice Classification. |
| Currency | The user to select the Currency. By default, it shows the country domestic currency. |
| Sales Payment Type | It allows users to select the sales payment type from the drop-down button. |
| Payment Method | The payment method updated by the system. The default value displays from the Revenue Parameters. |
| Payment Location | Payment Location is selected from drop down box. |
| Region | The region for the invoice classification selected from the dropdown list. |
| Payment Mode | Payment Mode is to be selected from the drop-down list. |
| Offset Code | Offset code is to be selected from the lookup button. |
| Payment Terms | The system allows users to select the payment term from the lookup button. |
| Description For Revenue Invoice | Description of the Revenue Invoice. |
| Description For Revenue Invoice Item | Description of the Revenue Invoice Item. |
| Coding Block Type Definition | Coding block entered by the user. If it is different from NULL then the system will set the attribute. |
| Unit Of Measure | The unit of measurement needs to be selected here from the drop-down list. |
| Unit Price Domestic | Each unit price in the Domestic currency for the invoice classification. |
| Customer Name Mandatory | The default value is FALSE. If it is true then system make the Customer Name mandatory for the Invoice Classification. |
| Customer Id Mandatory | The default value is FALSE. If it is true then system make the Customer ID mandatory for the Invoice Classification. |
| Active | If true, the Invoice Classification can be used in new transactions. If false, the Invoice Classification cannot be used anymore and it would be there for reference purposes. |
| Sub Ledger Type | Type of the Sub Ledger. |
| Validate Upon Saving | The Default value is FALSE. If the value is TRUE then system validates all default values and the business rule of the Invoice Classification |
Overview
Invoice Classification Valid Code Combination is the sub-entity of Invoice Classification. It stores rules to restrict the coding block selection based on the element values of each segment. The restrictions are represented using the Valid Code Combination rules defined on the platform.
Invoice Classification Valid Code Combination Tab Screen Fields and Tabs
| Fields | Descriptions |
| Sequence Number | It is System generated number which is starting with 1. |
| Rule Expression | The Rule Expression allows the definition of the coding strings that are allowed for the given Invoice. |
| Description | Description of the Rule. |
Overview
Revenue Debit Notes Classifications are used to categorize Revenue Debit Notes for the use of grouping and providing further details/filtering options in the generation of revenue reports.
Navigation
Revenue Management ► Support Entities ► Debit Note Classifications
Revenue Debit Notes Classification Screen Field
| Fields | Descriptions |
| Id | The Unique identification code visible to the user, auto-generated by system. |
| Active | When it is selected as true the Debit Note Classification can be used in new transactions. If it is false the Debit Note Classification cannot be used anymore and it would be there for reference purposes. The default value is True. |
| Abbreviation | The short title for the Debit Note Classification. |
| Description | Full Description of the Debit Note Classification. |