button. This
will take you to the 
screen. You may need to change a group of debtor's pre or post judgment interest rates. The batch process will allow you to change both pre and post judgment interest rates for a specific group of debtors. Use the selection criteria to narrow the group of debtors.
From the
main screen of CollectMax, click on the button. This
will take you to the screen.
Select the
by clicking the 
button and picking Interest - Pre-Judgment
or Interest - Post-Judgment
from the list.
You will need to select from the following criteria to get the correct group of accounts for your batch process.
Select a single client, a group of clients or all clients.
Click the radio button next to your selection.
Select all type codes, a single type code or pick more than one type code from the list of codes.
Click the radio button next to your selection.
Select a single status, a range of status', or all status codes.
Click the radio button next to your selection.
Hint: If you only want open accounts for your batch process, select a status range from the first open status in the list to the last open status in the list.
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 account balances, set or leave the balance at 0 thru 9999999.
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.
Select an account number range. Type in the account numbers in the fields.
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.
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.
You may also select a specific interest rate to change. Select the radio button next to your selection. If you choose a single rate to change, type in the current rate you would like to change in the rate field.
Hint: Remember only accounts that meet these specific criteria will be selected for the batch process. If an account is missing, review the account to make sure it fits within each criteria you set for the batch process.
For the ability to automate this batch process, see Batch Process Automation Script , a Version 7 Feature.
Select the
interest options, by clicking the 
button.
The options box will appear.
Select the new interest rate by typing in the field.
Next if you
want to post interest with the current rate before making the change,
click the box. You
may post interest as of a specific date by typing the date in the date
field with the MM/DD/YYYY
format or clicking on the button and selecting the date.
Remember
this will be at the current rate prior to this batch change.
Select the
to save these options and continue with the batch process.
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 
. 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 interest rate, to verify the process completed correctly. If not, notify JST Technical Support.