Commercial Customers ready for Disconnect Letter
This alert is designed to identify commercial Customers who have past dues.
Transaction Type: Customer Evaluation
Actions:
- Create Workspace Alert entitled “Commercial Customers ready for Disconnect Letter
Alert”
- This alert is designed to identify commercial Customers who have been past due on an invoice for a specific period of time.
- The time in which the system waits before generating this alert depends on the time in between AR Bucket 1 and AR Bucket 2.
- This alert gives the Supplier the option to approve the alert, which generates another event entitled “Alert Approval to send Disconnect Letter”.
- Update the Collections Status to 2.
- Changing the Collections Status to 2 allows the system to identify Customers that have over $xx in AR buckets 2-4.
- 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 |