Page 3 - How do I Complete a Mass Change for Bad Debt Items

Mass Change for Bad Debt

 Ensure the Run Status is Success and the Distribution Status is Posted.

 The job may take some time to complete. Click the Refresh button periodically to update the status.
Validate the Mass Change

Run the EU_AR_VALIDATE_BAD_DEBT query to validate the Mass Change Process.

 Review the query results for flagged items that should not be included in the Bad Debt Reserve.
 On Account payments will not have a project associated with them and should not be written off. They are coded to the
central ChartFields and not ChartFields of individual invoices. These will be manually unflagged by GAR, but a new
customization will be considered after go-live to include code that will not include On Account payments.

 Items should be unflagged before the allocation is run at end of Day 4.
 GAR should re-run this query after unflagging items as support for the GL allocation (this report should tie to the GL
allocation journal created).

Unflagging an Item

When an item has been flagged for collection, you can remove the Collection flag on the item if needed. The Customer
Note may help you to make this determination, as well as Conversations that have been entered for the customer.
You can remove the collection flag on the View/Update Item Details page or on the Collections Workbench.

Navigation

Navigator > Accounts Receivable > Customer Accounts > Item Information >

View/Update Item Details

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Emory Confidential and Proprietary Last Revised on 2/7/2018 Return to Table of Contents