Collection Log Queue

Program #: 536

Module: Accounting

Overview

Use the Collection Log Queue (program #536) to view and edit entries that originate from the Contract Master. You cannot add entries directly to the Collection Log Queue. All new entries come from the Contract Master.

The Collection Log Queue

The Collection Log Queue contains three panes:

The upper pane â€” which contains search parameters
The middle pane (the List pane) â€” which displays search results
The lower pane (the Details pane) â€” which displays details of a selected entry in the Communication Log

The following graphic shows the Collection Log Queue window after a search.

Field Descriptions â€” Search Parameters

The following table describes the search parameters in the Collection Log Queue.

Field	Description
Create Date-From	Beginning of a range of dates when matching log entries were created.
Create Time-From (no label)	Beginning of a range of times when matching log entries were created.
Create Date-To (no label)	End of a range of dates when matching log entries were created.
Create Time-To (no label)	End of a range of times when matching log entries were created.
User	ID of user who created the log entry.
Close Date-From	Beginning of a range of dates when matching log entries were closed.
Close Date-To (no label)	End of a range of dates when matching log entries were closed.
Resolution Code	Resolution code assigned to the log entry. (This menu originates from program #1877.)
Key 1- Key 4	Company-specific variables used for searching and reporting. (These menus originate from program #1519.)
Key 5 / Key 6	Company-specific free text fields for entering additional information about the log entry.
Follow up Date-From	Beginning of a range of dates when matching log entries must be resolved.
Follow up Date-To (no label)	End of a range of dates when matching log entries must be resolved.
Send-To User	User ID the log entry was sent to.
Send-To Department	Department the log entry was sent to. (This menu originates from program #1590/28.)
Branch	Branch ID associated with the log entry. (This menu originates from program #1530.)
Dealer	Dealer ID associated with the log entry. (This menu originates from program #1537.)
Direction	Identifies who initiated communication: l I â€” Incoming if the customer initiated communication l O â€” Outgoing if the company initiated communication
Subscriber Type	Code for subscriber type. (This menu originates from program #1534.)
Media	Code for media type. (This menu originates from program #1520.)
Generating Source	Code for the program from which the log entry originates. (This menu originates from program #1518.)
Communication Code	Code for type of comment created. (This menu originates from program #1517.)
Closed	Check this box to search for closed log entries.
Records Found	Number of records returned for the search.

Column Descriptions â€” Search Results

The following table describes the columns used in the List pane of the Collection Log Queue.

Column	Description
Overdue Flag	If this column displays an !, the log entry's follow-up date passed and the entry was not resolved.
Not Yet Read Flag	If this column displays an *, the user has not yet read the log entry.
Create Date	Date log entry was created.
Created By	ID of the user who created the log entry.
Follow-Up Date	Deadline to follow up on the log entry.
Send-to-User	ID of the user to whom the log entry was sent.
Resolution Code	Code that indicates how a closed entry was resolved.
Text	Text that was entered when the log entry was created or changed.
Communication Code	Code that identifies the type of entry in the Communication Log.
Key 1	Company-specific variable used for searching and reporting. (This menu originates from program #1519.)
Key 2	Company-specific variable used for searching and reporting. (This menu originates from program #1519.)
Close Date	Date the entry was resolved and closed.
Closed By	ID of the User who resolved and closed the entry.
Comm Log #	Communication Log ID number assigned to the entry.
Department	Department to which the log entry was sent.
Installation Number	Installation number associated with the log entry.
Installation Name	Installation name associated with the log entry.
Source	Generating source code for log entry.
Duration	Length of time in days, hours, minutes, and seconds since entry was created.
Priority	Priority level assigned to the entry.
Branch	Installation branch associated with the log entry.
Dealer	ID of the dealer associated with the account.
Create Date	Date log entry was created.
Monitoring Status	Current monitoring status of the account.
Subscriber Type	Subscriber type of the account.

Field Descriptions â€” Details

The following table describes the fields used in the Detail pane of the Collection Log Queue.

Field	Description
Installation No	Installation number of account in selected log entry.
Dealer (no label)	Dealer ID associated with the installation.
Installation Name	Name of installation contact for the selected log entry.
Comm Log	ID number assigned to the selected entry in the Communication Log.
Closed By	User ID who closed the selected log entry.
Contract No	Contract number of account in the selected log entry.
Account No	Account number of account in the selected log entry.
Key 1 / Key 2	Company specific variables used for searching and reporting. (These menus originate from program #1519.)
Key 5	Company-specific free text field for entering additional information about the log entry.
Generating Source	Generating source code for the selected log entry.
Key 3 / Key 4	Company specific variables used for searching and reporting. (These menus originate from program #1519.)
Key 6	Company-specific free text field for entering additional information about the selected log entry.
Communication Code	Communication code for type of comment in the selected log entry. (This menu originates from program #1517.)
Media	Code for media type. (This menu originates from program #1520.)
Direction	Identifies who initiated communication: I â€” Incoming if the customer initiated communication O â€” Outgoing if the company initiated communication
Status	Status of the selected log entry. (This menu originates from program #1525.)
Sub Status	Sub status of the selected log entry. (This menu originates from program #1525.)
Satisfaction	Satisfaction level of the customer.
Priority	Priority level of the selected log entry.
Follow-Up Date	Date set for resolution of selected log entry.
Send-To User	ID of the user to whom the selected log entry was sent.
Send-To Department	Department to which the selected log entry was sent. (This menu originates from program #1590/28.)
Resolution Code	Code that indicates how a closed entry was resolved.
Resolution Code Text (no label)	Describes the resolution code.
Closed	A check mark in this box indicates the selected log entry is closed.
Contact	Name of contact associated with the selected log entry.
Contact Phone	Phone number of the contact associated with the selected log entry.
Close Date	Date the selected log entry was closed.
Agency	Collection Agency associated with the selected log entry. Entered from collections tab.
Agency Action	Action code that the collection agency used. Entered from Collections tab.
Lien Date	Lien date attached to the account, if applicable.
Code Changed	Date the Communication Code last changed.
Property Description	Text description of property lien was attached to.
Create Date	Date log entry was created.
Create Time (no label)	Time log entry was created.
Create User	ID of the user who created the log entry.
Communication Text	Area for adding text to the log entry.
Communication Text Log (No label)	Area for viewing text added to the log with the date, user ID and time for the text displayed.

Searching the Collection Log Queue

Before you can view or edit entries in the Collection Log Queue, you must perform a search for entries.

Use the following steps to search the Collection Log Queue:

1. In Collection Log Queue, select your search parameters.

Note: You must fill in at least one date in Create Date.

2. Choose Begin Search.

â€° The List pane displays the results that match your search parameters.

3. To perform another search, choose Clear Search Screen.

4. Repeat steps 1-2.

Using Common Functions

See the reference document Common Functions in SBN for more information.

Changing an Entry in the Collection Log Queue

You can edit certain fields in the Collection Log Queue and make changes to the log entry without using the Communication Log (program #1888).

Change the following fields, as needed:

l In Code â€” select code for communication type.

l In Key 1 and Key 2 â€” select company defined variables.

l In Follow up Date â€” select date for resolution deadline.

l In Media â€” select code for media type.

l In Direction â€” select Incoming or Outgoing.

l In Communication Text â€” type any additional communication text.

Note: After you save the entry, the Communication Text Log â€” to the right â€” displays any text typed in Communication Text. You can also edit any text contained in that field.

Button Functions

The following table displays the buttons, describes the shortcut keys, actions, and functionality.

Button	Name	Shortcut Key	Action	Description
	Begin Search	f5	536/ 3	Search for entries.
	Get Record	alt+f1	536/ 1	View details of selected record.
	Change Record	f2	536/ 2	Change details of selected record.
	Clear Search Screen	f6	536/ 4	Clear search parameters.
	Next Record	f7		Go to next record.
	Previous Record	f8		Go to previous record.
	Exit without saving	ESC		Exit without saving changes.
	Save New Record	ENTER		Save existing changes to record.