The task of a collection specialist is to collect past due amounts from customers and to process receivables-related dispute cases.
Note
This is a sample role. Instead of using the delivered role directly, you should copy it to one or more roles of your own. You then assign the authorizations.
You must assign OData service authorizations for the app to your users.
Caution
Several authorization default values are connected to the OData service. To ensure that all these default values are assigned to a user, you have to follow the instructions given under the documentation links provided.
Make the assignment on the back-end server and on the front-end server:
On the back-end server, a dedicated authorization role (PFCG role) for the OData service is delivered as an example. You can copy this role and adjust it to your needs. For more information, see Back-End Server: Assign OData Service Authorization to Users.
On the front-end server, you must assign the OData service authorization to a new or existing role, such as a business role that has been adjusted according to your needs. For more information, see Front-End Server: Assign OData Service Authorization to Users.
Activities
Typical activities of this role are as follows:
Contact customers in order to request payment of overdue receivables
Create dunning proposal
Block customers for dunning in dunning proposal
Analyze and process receivables-related dispute cases
The tasks listed above are supported by the following apps: