Consolidated delinquency
Generate Consolidated Delinquency
You can view the delinquency information across all the contracts at the contact or the account level.
Prerequisites
Org Params > Generate Consolidated Delinquency checkbox is selected.
Steps
To generate consolidated delinquency, do the following:
Log in to your Salesforce account.
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On the Servicing Configuration tab, in the Batch Jobs section, click Run Batch Jobs, and then run the following jobs.
Delinquency Consolidation On Account
Delinquency Consolidation On Contact
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On the CL Contract tab, select a contract, then select the account or the contact.
The delinquency information of all the contracts for the selected contact or account, is displayed under the Related > CL Contracts section (as shown in the 1st image). The consolidated delinquency information is displayed under the Related > Delinquency Details section (as shown in the 2nd image).
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To view the details of the consolidated delinquency , click View All.
The Delinquency Details page displays the details as described in the Delinquency details field reference table.
Example of Consolidated Delinquency
In the following example, the contact Tim Barr has multiple contracts, with different delinquency status. You can view the delinquency information for each contract, and also consolidated at the contact level.
Delinquency details for each contract of Tim Barr:
Delinquency details consolidated at the contact level:
Delinquency Details Field Reference
| Field | Description |
|---|---|
| Aging | Number of delinquency days of the most delinquent contract of all the contracts of the contact or account. |
| Maximum Days Overdue | Maximum number of overdue days out of all the contracts of the contact or account. |
| Oldest Unpaid Due Date | Due date of the oldest unpaid bill of all the unpaid bills of the contact or the account. |
| Total Delinquent Amount | Total delinquent amount of all the contracts of the contact or the account. |
| Status |
Consolidated delinquency status of all the contracts of the contact or the account.
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