button.The batch account re-activation allows you to move a group of inactive accounts to the active account list. Use the selection criteria to narrow the group of debtors to be re-activated.
From the
main screen of CollectMax, click the button.
Select the
tab.
Select Re-Activate Accounts. Click the radio button next to your selection.
Take note of the Attention section.
Click the More for additional information.
Click the
button to continue the batch process.
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 beginning open status 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 balances, set or leave the balances at 0 thru 9999999.
Select the closed date to include account closed on or before this date.
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.
Once the
you have selected the correct criteria. 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.
Each account will be listed with either a confirmation that it will be re-activated or a reason it cannot be moved to the active accounts.
Please review these accounts. Click the X to exit the preview if printing to screen. A confirmation box will pop-up.
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.
The process will begin deactivating the accounts. After they are complete a final report will be created. You may print this report or click the X to exit the report if the report was printed to screen.
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 to see if it has been moved to the active account list correctly. If not, notify JST Technical Support.