Before you start
- Sign in to the correct company.
- Confirm your role and company subscription allow this module.
- Complete required master data in connected source modules before starting a transaction.
- Use demo or authorized data while learning.
Workspace map
1. Work priority, promise, visit, risk, and all-account queues
This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.
2. Sort by overdue days, amount, or customer
This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.
3. Log calls and collection activity
This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.
4. Capture promises to pay
This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.
5. Start and complete collection visits
This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.
6. Request sales assistance or pickup
This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.
7. Review bank-transfer claims and debt status
This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.
Recommended operating sequence
- Work priority, promise, visit, risk, and all-account queues
- Sort by overdue days, amount, or customer
- Log calls and collection activity
- Capture promises to pay
- Start and complete collection visits
- Request sales assistance or pickup
- Review bank-transfer claims and debt status
Related procedural guides
Troubleshooting
- If an action is not visible, check role, permission, record status, and plan entitlement.
- If data is missing, correct the source module and refresh this workspace.
- Read the validation message before retrying; an approval or configuration step may be required.
- Do not bypass protected correction or reversal by creating a duplicate record.