Mass Account Processing Purge Payment Plans

 

This feature will allow you to purge/delete payment plans by batch process.


Note: This is a Version 8 Feature. For information on obtaining this or any other feature, please contact the Sales Department

 

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

Select the   by clicking the button and picking Purge Payment Plans 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 radio 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 radio button next to your selection.  

 Status:

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 to the last open status on the list.

Inactive Accounts:

Select to include All Accounts regardless of Active or Inactive status, Only Active Accounts or Only Inactive accounts. Click the button and select from the list.

Assigned Attorney:

Select to include specific Responsible Attorneys. These are the Attorneys on the Payment Plans and not on the Accounts. Click the radio button next to your selection.

If selecting a specific Responsible Attorney, click the button and pick from 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 or select a date in the past like 1929 through today.

 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 Call
Do Not Mail
Cease And Desist
Bankruptcy
Defending Attorney

Any Accounts that have the selected exclusions attached will not participate in this batch process.

 

 Process-Specific Criteria:

This batch process has no Specific Criteria.

Advanced Options

To select by a Judgment Date Range, click the button and enter the Judgment Date range. You can type the date in each field with the MM/DD/YYYY format or click the button and select the date.

Automation

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

 Output Options

There are no Output Options for this Batch Process.

 Processing the Batch

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

 

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

 


Note: There is no Undo option for this batch process, please be sure to review the report. If there are more accounts that you anticipated, please review your selection criteria before continuing the process. Once the payment plans are gone, they will be unrecoverable.

 

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.