AR Open Item is not showing in Work Lists

[Former Member]

Hi,

I have 1 open item in Account Receivables. I have brought all AR items into Collections Management UDM_Collectons. After that i generated Work List. But i am not getting that AR item into Work List. What could be the reason?

Why i am not getting this in to work list?

Please advise..

Thanks

[Former Member]

As the others say you need to ensure that the customer is set up as a BP, and has the correct Segment, group etc.

You then need to simulate the customer via the correct strategy to see if it scores any points - valuation.

It could be your rules are such that the open item is not picked up.

[Former Member]

HI ,

First you simulate the customer in UDM_STRATEGY and check whether it is meeting valuation critirea, if not means you need to check transaction data & strategy.

And also, before this check whether data is transfered to UDM_COLL_ITEM table from there only line items are picked & worklist will be created as per strategy.

[Former Member]

Valuation of that item is probably not falling into criteria for worklist.