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Plans, Tables And Defaults

The Plans, Tables and Defaults menu provides convenient access to setup tables for Collect!'s financial and account management operations.

View or modify existing Transaction Types, Commission Rate Plans, Status Codes and Contact Plans, or create new ones.

Payment Posting Options displays settings used when a payment is posted to an account. Payment Plan Setup displays the defaults used when a payment plan is scheduled on an account.

WIP Options contains many settings that affect the behavior of the WIP List.

Account Matching Setup stores the preferences and defaults to be used by the system to decision whether new accounts being entered are to be deemed a match for the same debtor within your database. If a match is determined to be made, then the accounts will be grouped.

Accessing Plans, Tables And Defaults

The Plans, Tables and Defaults menu may be accessed in two ways:

1. From the Main Menu, select System Administration to display the System Setup menu. From the System Setup menu, select the Plans and Reference Tables button to display the Plans, Tables and Defaults menu.

2. Select System from the top menu bar and then select Preferences from the drop-down choices. The System Setup menu will display. Select the Plans and Reference Tables button to display the Plans, Tables and Defaults menu.


Plans, Tables and Defaults menu

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Transaction Types

Collect! uses transaction types for classifying financial information posted to an account. Select the Transaction Types button to view the list of all transaction types in the system. You can modify any transaction type in the list or create a new one.

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Payment Posting Options

Select the Payment Posting Options button to open the Payment Posting Options form where you can enter settings to determine how Collect! responds when a payment is posted to an account.

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Commission Rate Plans

Commission rate plans are used to establish how Collect! calculates commission when a payment is posted to an account. Select the Commission Rate Plans button to view the list of Commission Rate Plans in the system. You can modify an existing plan or create a new one.

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Payment Plan Setup

Select the Payment Plan Setup button to open the Payment Plan Setup form where you can enter default settings for transaction types and dollar amounts to use when creating a new payment plan for a debtor.

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Status Codes

Debtor status codes are assigned to an account to flag the state of the account at any given time. For example, ACT, NSF and PIF may be used at different times on an account to categorize its current state. Select the Status Codes button to view the list of debtor status codes in the system. You can modify a status code in the list or create a new status code.

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Contact Plans

Contact plans provide automated contact and account management. Select the Contact Plans button to view the list of existing plans in the system. You can modify a plan in the list or create a new plan.

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WIP Options

Select this button to open the WIP Options form where you can set system level options for processing the Work In Progress ( WIP List). This will affect what users see when they load their WIP List and work their accounts through the WIP List.

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Account Matching Setup

Select Account Matching Setup button to open the window where you set your preferences and default criteria that the system uses to determine how to manage auto-grouping of accounts.

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Help

Select this button for help on the Plans, Tables and Defaults menu and links to related topics.

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Exit

Select this button to close the Plans, Tables and Defaults menu and return to the previous menu.

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See Also

- How To Start Using Collect!

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