The Collection Query page displays all the collections regardless their status. Using this page you can delete any collection and modify the created collections;

 

 

You can search for predefined Collection Query using the search engine, to do so you need to perform the following steps:

 

-       Select the range of dates (From Date/ To Date)

-       Enter the Collection Number

-       Select the Customer

-       Select the Collection Type from the predefined dropdown list (Receipt Type, Payment Type, Netting)

-       Select the Status from the predefined drop down list ( Created, Submitted, Settled, Deleted)

§  Created: the Collection is Saved and can be modified and deleted;

§  Submitted: the collection is submitted and therefore cannot be modified, but can be deleted, (No receipt, no payment transactions)

§  Settled:  the collection is submitted and therefore cannot be modified, but can be deleted and the GL transactions are created

§  Deleted: the deleted settled collection;

-       Select the Policy Number;

-       Select the Branch;

-       Click on ;

 

 

Note: 

-       when a created or submitted collection is deleted, it will be deleted physically;

-       when you delete a settled collection; the below will happen:

§   It will not be deleted physically

§  The status of this collection will be deleted

§  The Netting will be cancelled

§  The system will reverse all the created GL transactions by the cashier

 

 

Accordingly the matching results will be listed in the Collections List block;

 

 To view the details of the Collection Details and the Payment Method List for any Collection, simply click on the collection in the Collection List block;

 

If you want to edit a created collection, select the collection by clicking on it and then click on, accordingly the system will navigate you to the Collection page where you can proceed in making the changes you want like adding a new collection;

 

 

Related Topics

Collection Management