Create an automatic collection case

This part of the guide explains how to create an automatic collection case.

Step 1 - Go to the Automatic Collection Case Creation page

1. Go to the Administration module;
2. Choose the Base Tables option;
3. Select the Collection option;
4. Click the Automatic Collection Case Creation menu. This action opens the Automatic Collection Case Creation page (509:16900);

Step 2 - Create an automatic collection case

5. Click the Create button. This action opens the Automatic Collection Case Creation popup window;
6. Fill out the required fields (identified with a red star *). For example, Start Date, Minimum No of Days in Arrears, etc.;
7. Click the Save button. This action confirms the creation of the automatic collection case and updates the Automatic Collection Case Creation page (509:16900).