on 05-04-2012 1:30 PM
Dear Collection Management gurus,
Once I have replicated BP´s for all my customers (with the same number), and after creating collections strategies, segments, profiles, collections groups...and everything I would say for my company code, I try to simulate my collection strategy and I find the message described in the title:
"No segments to be processed for the BP"
Message no. UDM_BUPA_TRANS_DATA154
Of course the BP selected has due open items since 4 months ago, and the strategy I am testing should get the open items, and priorize them.
¿Can somebody tell me if I am forgetting something in system configuration?
It has not been easy reach this point (simulate the collection strategy for a BP), so it is really frustrating to get such a simple message when I think everything is connected.
Thanks a lot for your help!!!
Regards
Hi Wilson,
Have you transferred the open items from AR to Collection management (Tx: UDM_COLL_SEND01)?
Cheers,
Cristobal.
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Hi Cristobal and Shankar:
First of all many thanks for your interest in providing a helpful hint.
I already executed UDM_COLL_SEND01 program for periodic transfer. System retrieves all those open items for customer 60247.
Then I return to simulate my strategy and system is unable to recognize the segment as you see in the image.
Strategy is assigned to collection group but, how do you assign collection profile to BP?. Collection profile is only assigned to Segment, but not to business partner, as far as I know.
Another question, is it absolutely necessary to launch UDM_COLL_SEND01program every day when going to live?
Thanks a lot indeed!!!
ps: how can I upload a file?
Hi Shankar,
You were right, I need to assign collection profile to BP and I use UDM_BP_PROF transaction. But do I have to do this every day? I mean, I don´t know which is the proper sequence of execution of programs so that my Open items-BP-Profiles-Worklists...I mean EVERYTHING, is really well connected.
What is a normal cycle of transaction execution each day, regarding Collections Management?
I mean:
1st Connect AR with Coll. Management with FDM_COLL_SEND01
2nd Execute UDM_BP_PROF
3rd Generate worklist....
Please give me a brief guide of which transactions are to be used for a regular use in Coll. Management.
Thanks indeed!!!
Hi Wilson,
You will run UDM_BP_PROF when you have a new BP created or when you need to change the collection profile on existing BP.
If you are not sure when a BP is created in your system, you can run this as a batch job.
Please follow below sequence and this transactions can be used daily.
1. UDM_BP_PROF
2. FDM_COLL_SEND01
3. Generate Work list.
Thanks,
Shanker
Hi Shankar,
Thanks indeed.
Regarding the regular process, wouldn´t it be more easy that when a FI customer is created manually, you complete also manually the profile of that particular BP, instead of executing automatically the UDM_BP_PROF?
I mean, I understand the automatic processes 2. and 3., whereas automatic process 1. (UDM_BP_PROF) is less understandable....bacause there is no way of pre-viewing which profile is going to be assigned automatically, to that new customer. In the end, I think the process is controlled better doing it manually....Could it be like this, or do you have another point of view?
Thanks
Hi, you need to check if the business partner has the collections management role (UDM000), if it doesn't have it then you need to add that role to the current BP. Then when the BP has the collection management role available you can add the collection profile, and collection groups to that BP.
Now regarding your question of how often to send the open items from AR to Collections management, it will depend on particular factors of your business process, for example, how many analysts will be working on the worklists, how many customers do you expect that they should be able to handle daily, etc. By sending the data you will ensure that the worklists are create based on updated data.
Cheers.
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Hi Cristobal,
By any chance, do you speak Spanish? I am from Spain despite my nickname Wilson Baker.
Anyway, Shankar told me above to connect Collection profile to BP with UDM_BP_PROF program. I hadn´t done that so that was the problem. But I actually don´t know when to launch this program as well as UDM_COLL_SEND01...every day?
I mean, I imagine UDM_COLL_SEND01 is absolutely necessary to keep AR-COLL Mangt. updated each day, but is it enough to execute UDM_BP_PROF once, or every day, or every 2 days...?
By any chance, do you have any user manual so I can read a regular use of the sequence os programs to be used for a "correct" use of Collections Management?
Thanks a lot!
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