Collections agents (form)

Article
05/05/2014

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Accounts receivable > Setup > Collections > Collections agents.

Use this form to set up workers as collections agents and optionally assign customer pools to them. A collections agent is a person who works with customers to make sure that payments are collected in a timely manner. In Microsoft Dynamics AX, collections agents are workers that are set up as users in the User relations form. You can assign a customer pool to a collections agent. Customer pools are used to filter the customer accounts that each collections agent is responsible for when the collections agent uses the collections list pages. If you do not assign any customer pools to a collections agent, the collections agent has access to all customer information on the collections list pages.

Collections agents that are set up in this form are automatically added to a collections team. If a team is selected in the Team field in the Accounts receivable parameters form, collections agents are added to that team. If a team is not selected, a new team named Collections is created automatically and the collections agents are added to that team.

Task that uses this form

Set up collections

Example

You selected three employees as collections agents in your organization. Each is responsible for different groups of customers, as shown in the following table.

Agent	Pool ID	Default pool
AJE	A..J	Selected
AWA	K..R	Selected
ARNIE	90+	Selected
ARNIE	S..Z	Blank

When ARNIE opens the Collections list page, the 90+ customer pool is the default filter. The S..Z customer pool is included in the filter list because it is assigned to ARNIE. The other customer pools will not appear in the filter list, because they are not assigned to ARNIE, and the Allow agent to view all customer pools check box is not selected.

Navigating the form

The following tables provide descriptions for the controls in this form.

Buttons

Button	Description
New	Create a collections agent record.
Delete	Delete the selected collections agent record.
Preview customer pool	Open the Collections list page, where you can view the results of the query that is associated with the selected customer pool.
Add	Add a pool ID to the selected worker record.
Remove	Remove the selected pool ID from the worker record.

Fields

Field	Description
Agent	The worker who corresponds to the collections agent. To create a collections agent record, click New and select a worker.
Allow agent to view all customer pools	Select this check box to include all customer pools in filter lists for the selected collections agent. If this check box is not selected, only the customer pools that are assigned to the collections agent are available in filter lists.
Pool ID	Select a customer pool to assign to the collections agent. The customer pool is included in filter lists on the Collections list page and on related list pages.
Pool description	The description of the customer pool.
Default pool	Select this check box to specify the default customer pool for the selected collections agent. If multiple customer pools are assigned to the collections agent, or all customer pools will be displayed for the collections agent, the default pool will be displayed when the Collections list page and related list pages are opened by the collections agent. If you do not specify a default pool, the first pool in the filter list is used.