How to Change the Commission Rate by Batch Process

The batch process will allow you to change the commission rate on a specific group of debtors. Use the selection criteria to narrow the group of debtors.

From the main screen of CollectMax, click the button. This will take you to the screen.

Select the by clicking the button and picking Commission from the list.

Selection Criteria

You will need to select from the following criteria to get the correct group of accounts for your batch process.

Client(s):

Select a single client, a group of clients or all clients.

Click the button next to your selection.

Type:

Select all type codes, a single type code or pick more than one type code from the list of codes.

Click the button next to your selection.

Status:

Select a single status, a range of status', or all status codes.

Click the button next to your selection.

Hint: If you want open accounts only for the batch process, select a status range from the beginning open status to the last open status on the list.

Balance:

Select a balance range by typing in the balance fields. You may also use the buttons to click to the balance you want. Clicking the up arrow will increase the balance and clicking the down arrow will decrease the balance.

Hint: To select all balances, set or leave the balances at 0 thru 9999999.

Open Date:

Select an open date range. You can type the date in each field with the MM/DD/YYYY format or click the button and select the date.

Hint: To select all open dates, leave the date fields empty.

Account Number:

Select an account number range. Type in the account numbers in the fields.

Judgments:

Select accounts according to judgments. You can exclude or include only accounts with judgments or pick all no matter if they have a judgment. Click the button and pick from the list.

Exclusions:

Select the accounts you would like to exclude. By clicking the box you can exclude accounts for the following reasons.

DNC: Do Not Contact

Bankruptcy: Accounts with Bankruptcy Information.

Defending Attorney: Accounts that have a Defending Attorney assigned.

Process-Specific Criteria:

You may also select a specific commission code to change. Select the radio button next to your selection. If you choose a single code to change, select the code from the list by clicking the button and scrolling to find the code.

Hint: Remember only accounts that fall into these specific criteria will be selected fro the batch process. If an account is missing from the batch process, review the account to make sure it fits within the criteria you set for the batch.

Inactive Accounts:

Select to include account based on active or inactive status.

All Accounts both Active and Inactive
Included only Inactive Accounts
Include only Active Accounts

Automation

For the ability to automate this batch process, see Batch Process Automation Script , a Version 7 Feature.

Output Options

Select the output options, by clicking the button.

The options box will appear.

Select to change one or more of the following claim settings by click the next to the proper selections.

Set Standard Commission: Select the commission code from the list.
Set Date-Relative Commission: Click to enable the rate. Select the Date of Change from the list. To delay the change until the date of change plus a fixed number of days, add the number of day to the Days Field. Select the commission code from the list.
Set Basis: Check the next to the balance segments to earn commission.
Set Suit Fee: Enter the Contingent Suit Fee Rate and Amount.

Next, select the button to save the rate and continue with the batch process.

Processing the Batch

Once the you have selected the criteria you need. Click the button.

If you have forgotten to select the , the options screen will appear and prompt you to make the selections. Then click the button to restart the process.

A preview report will print listing the accounts that have been selected for the batch and the action to be taken on these accounts.

Please review these accounts. Click the X to exit the preview. A box will

appear asking you if you would like to make permanent changes to the database.

If the preview report was correct, click the button to continue.

If not, click the button to end the process and correct your selection criteria and re-process.

If you chose to continue, you will be prompted to enter the master password.

Type the password in the field and click the button. You may also cancel the process at this time by clicking the button.

A window will appear recommending a snapshot. JST recommends a snapshot be performed before making any changes to the database.

Click the button to exit the batch process and perform a snapshot.

Click the button to continue with the batch process.

The process will begin making the changes. After they are complete a final report will be created. You may print this report or click the X to exit the report.

Once you have exited the final report. The batch process is complete. Click the button to exit to the main screen.

Check a selected debtor's claim tab for the commission rate, to verify the process completed correctly. If not, notify JST Technical Support.