Commercial Customers ready for Disconnect Letter

This alert is designed to identify commercial Customers who have past dues.

Transaction Type: Customer Evaluation

Actions:

  1. Create Workspace Alert entitled “Commercial Customers ready for Disconnect Letter Alert”
    1. This alert is designed to identify commercial Customers who have been past due on an invoice for a specific period of time.
    2. The time in which the system waits before generating this alert depends on the time in between AR Bucket 1 and AR Bucket 2.
    3. This alert gives the Supplier the option to approve the alert, which generates another event entitled “Alert Approval to send Disconnect Letter”.
  2. Update the Collections Status to 2.
    1. Changing the Collections Status to 2 allows the system to identify Customers that have over $xx in AR buckets 2-4.
    2. The update to the collections status prevents the “Commercial Customers ready for Disconnect Letter Alert” from generating duplicate alerts.
Data Points:
Data Point Type Is Used? Operator Values
AR Bucket 1 Alt or Standard No NA NA
AR Bucket 2 Alt or Standard Yes Aging up from Greater Than xx
AR Bucket 3 Alt or Standard Yes Aging up from Greater Than xx
AR Bucket 4 Alt or Standard Yes Aging up from Greater Than xx
Customer Type Yes = C
Collections Status Yes = 1
Promise to Pay Yes = False
Credit Hold Yes = False
Critical Care Yes = False
Disconnect Status No NA NA
Days to Disconnect No NA NA
Pre Payment Flag No NA NA