Use this routine to register new collection statuses, besides those allowed, which you may edit or delete if needed.
You can only delete a registered collection status of it is not associated to a bill receivable. |
The default collection statuses are the following:
- Portfolio
- Simple
- Discounted
- Pledged
- Associated
- With Lawyer
- Legal
- Discounted Pledge
- Protest Portfolio
- Agreement Portfolio
- Notary
- Store Cashier Portfolio
- General Cashier Portfolio
Block per Collection Status
You may create a collection status to block maintenances and transactions of receivable account bills in specific collection statuses. The block options are:
- Bill modification
- Bill deletion
- Bill manual write-off
- Bill automatic write-off
- Bill renegotiation via Invoice
- Bill renegotiation via Settlement
- Write-off per compensation with advance
- Write-off per compensation between portfolios
- Submit, via CNAB, to bank collection
- Transfer Requests
- Other Collections
- Submit information to Serasa
- Collection workflow
Procedures
How to register a collection status:
- Click Add.
- Fill out the code and other data according to field help instructions.
- Check data and confirm procedure.
To edit a collection status:
- Select desired status and click Edit.
- If the collection status is a default one, you can only edit the Description field, except for those discounted. In the discounted ones, you can edit the Disc. Perc. and Class fields.
- Check and confirm the data.
To block bill maintenance and transactions:
Complete the fields Description, Uses bank, Discounted, Protest and Class as you wish.
On the field Trans Block enter 1-Yes.
The grid Block Processes is available.
Enter the statuses code as you wish.
Check data and click Save.
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