Use the A/R Collection Queue Driver to select any customer who has a past due A/R balance. The driver takes the information from the ENTITY file and creates the AR.COLLECTION file. This file enables the system to speed up the real-time process when populating the AR Collection Queue. The queue can be populated only by customers in the AR.COLLECTION file, so we recommend that you refresh this file by selecting the driver to run on a regular basis, such as once a week.
If you only use the A/R Collection Queue, and do not use the A/R trend history from within that queue, select to run the driver for only A/R Collections.
To locate customers with past-due balances:
From the A/R > Utilities menu, select A/R Collection Queue Driver to display the A/R Collection Queue Driver window.
Select how you want to run the driver:
A/R Collection - Select this option if you only need data for customers with past due balances for viewing and processing in the A/R Collection Queue.
A/R Trend - Select this option if you use the A/R trending history within the A/R Collection Queue to drill into payment details for your customers.
Both - If you use both the collection queue and trending history, select this option to gather the data for both. Selecting this option does mean that the driver takes longer to run.
Click one of the following buttons:
Begin - Generates the list of past-due customers. To view the results of the generation, display the A/R Collection Queue.
Schedule - Displays the Phantom Scheduler window. For more information on how to use this window, see Scheduling Phantom Processes.
Cancel - Exits the window.
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