About Collection Segment

[subhadeep_das]

Hi,

I want to understand more about the collection segment where  company code is assigned. I am considering a scenario where there are four collection groups each from one city like Mumbai, Delhi, Calcutta & Chennai. However with only one company code, how will I ensure that the worklist is distributed properly so that each collection specialist get to see the customers of their zone/city.

best regds

Subha

[Former Member · Accepted solution]

Hi Subhadeep,

You have to do it at authorization level. There are two transaction code for checking the worklist

1) UDM_SPECIALIST

2) UDM_SUPERVISOR

Collection specialist will have the authorization only for transaction code UDM_SPECIALIST. But their supervisor should have the authorization for both the transaction code. In this way Supervisor will have a view of whole worklist of all the specialist and he can also check his own worklist as well.

To achieve the design your org structure definition in collection management should be like below.

Collection Segments

Mumbai

Delhi

Calcutta

Chennai

All these segments will be assigned to the single company code

Collection Profile

There will be single collection profile and all the collection segment will be assigned to this profile

Collection Group

You need to create four collection groups for four location. Then corresponding collection specialist will be assigned to the respective collection group.

Assign Collection Group to Collection Segment

In this step finally you need to assign respective collection group with the respective collection segment.

So this way you can achieve your design and control the worklist. Please let me know if you any questions or confusions.

Regards,

Pintu

[subhadeep_das · Accepted solution]

Hi Pintu,

Thank you for the detailed explanation, however my question is on the data segregation. I will have to ensure that each collection group gets to see the worklist of customers who are relevant to their location. in other words collection specialist of Delhi should not be seeing customers of Mumbai appearing in their worklist. How will I do this segregation ? Not sure if I am missing out on any point related to worklist distribution.

Best regds

Subha

[Former Member · Accepted solution]

Hi Subhadeep,

When you are creating the BP under BP role UDM000 the last tab is collection profile. Please check the screen shot below.

When you enter the collection profile, in your case you will get all the segment in the collection segments window. You need to assign the specialist against the desired collection segment. Then you will find that particular collection segment will turn into blue colour (Means Active segment for this BP). The remaining segments will not be applicable for this BP.

Now when that particular specialist will execute the UDM_SPECIALIST transaction code, he will be able to view this customer's details. The same can be done for other collection segments.

I hope this clarifies your queries. In case of any further queries please let me know.

Regards,

Pintu

[chiragk3454 · Accepted solution]

Hi Pintu,

One company code cannot be assigned to collection segments at the same time. Is there any enhancement required for this?

Regards,

Chirag Kothari