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In Collection Management, the Collection Specialist's name is getting changed in the open items.

In Collection Management, when the Supervisor is assigning open items to the Collection Specialist - the Collection Specialist's name is getting changed in the open items.

For Example - There is a Business Partner '12345' having one open item. The same open item has been assigned to Collection Specialist 'XYZ'.

After some time it is been observed that the same open item gets reassigned to different Collection Specialist 'ABC' automatically.

Please help in this matter.

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  • Posted on Jul 29, 2020 at 08:57 AM

    Hi Nimish,

    This is a standard system behavior. Let me explain you how it works, say there are 100 open invoices for 6 customers. Now you have manually assigned the collection specialist to these 6 customers. Here what happens is when you assign the collection specialist the same invoices will fall in there work-list for that day. But in the next job when additional open invoices flow to collection management, system will evenly assign the collection specialist to the outstanding invoices. Say for example if you have 100 open invoices and 4 collection specialist, then it will allocate 25 open invoices to each specialist during the next job run. Hence, it is recommended to add the collection specialist in the Business Partner master data instead of assigning it manually.

    Hope this clarifies your doubt.

    Regards,

    Nimish Agarwal

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