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Assigning Collection Specailist

Former Member
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Hi All (specially Mr Mark Chalfen),

It is first time implementation of Collections Management (conversion from legacy), Business Partners are already existent (in Banking module) and they are given UDM000 role additionally, but WITHOUT assignment of Collection Specialist.

With Even Distribution of Worklist items - these will go to Collection Specialists.

Issue is that we would like that particulat Specialist to contact BP in future. So after assignment through Even Distribution - it is required that BP Master shall be updated with that Specialist.

How to achieve it?

Also, in the Worklist Display and/or Creation, they need some additional columns of data that is available (not in AR but Banking module). It is achievable through BAdI. Is there any step-by-step instruction guide to define this and implement? (I don't know ABAP - but, want to do it myself as there are other BAdIs as well and have to provide ABAP team with Functional specs).

Thanks in advance.

AS

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Answers (2)

Answers (2)

Former Member

Hi Anna

For the customer to be picked up for Collections Management, the BP needs to be assigned a valid Collection Profile.

In terms of the updating a range of BP's to a Specialist - this can be done via the standard transaction UDM_BP_SPEC

In terms of your second question - there are BAdI's to add fields to the worklist - I am not aware of the details as I am functional - but we have added fields to the worklist many times before.

Former Member
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Hi Anna,

Specific Collection specialist can be assigned to a Business Partner in BP master data.

In Business Partner Master data for a particular Collection Segment a collection group is assigned to BP. For the same collection group the Collection Specialist can be assigned. This collection specialist acts as default coll. specialist for the business partner.

Also the BAdI /FIN3/COL_SGMT_DATA can be implemented - if you want to determine Collection specialist for your BP s based on some business logic which can be coded in the involved methods over here.

Also you can use the standard report UDM_CHANGE_SEGMENT_DATA to change this default collection specialist in Business partner master data (in case of mass change, e.g. Mr X replaced by Mr,Y  so you can use this program to replace the Coll specialist in all BP s from X to Y in one go).

As per your 2nd requirement:

you can use 2 BAdI UDM_WL_ITEM_CREATE_C to add additional fields in Worklist creation.