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UDM_Specialist Collections

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Hello,

I am a collector and I want to implement the use of UDM Specialist for the collections team. I know how to use UDM Specialist, but I don't know how to set it up and attach our SAP number to our SAP accounts. Can anyone refer me to a good tutorial that I may use to set us up properly?

Thanks,
George

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Answers (2)

Answers (2)

pablo_lozano
Active Participant
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Dear George,

This is achieved with the assignment of a customer to a BP, a collection profile to the BP, a collection segment to a collection profile, a collection group to a collection segment, and a processor to a collection group. Please check the "Organization 2.png" image of the provided link.

So, if customer 1 is linked to BP 1, which must have the UDM000 Collections management role, and customer 1 is created in company codes 1 and 2, and BP 1 has assigned collection profile "X" that has collections segments 1 (which contains company code 1) and 2 (which contains company code 2), and each of those collections segments are linked to collections group 1 and 2, and each contains processor 1 and 2 (collection group 1 contains processor 1, and collection group 2 contains processor 2), then there will be two worklist items created for customer 1. One worklist item for the company code 1 of the customer 1, assigned to processor 1, and another worklist item for the company code 2 of customer 1 assigned to processor 2. (A collections specialist is a processor in this context).

Does this answer your question?

I know this must seem like a lot of troubles just to assign one customer to one collections specialist, but this also allows to have a distribution method among collections specialists in collections groups, depending on the work load and it offers many other benefits, if customized correctly.

Thanks and best regards,

Pablo Lozano

pablo_lozano
Active Participant
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Hi George,

Did you check the Collections Management Wiki page? Specially the "General documentation" section.

Please let me know if you have further doubts.

Thanks and best regards,

Pablo Lozano

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Hi Pablo..

Thanks, I did check and read it.. but it does not provide step by step to set up BP to Collection Specialists