If you create a new version of a Delinquency Schedule, you can transfer delinquent units to the latest version by following the instructions below.
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1. From your Corporate Software Settings, click Schedule Sets under Delinquency. |
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2. If units are still assigned to a previous Delinquency Schedule, you’ll see a banner on the new version of the schedule. To assign the units to the new schedule version, click Transfer Units. |
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3. There are two options for the transfer: Restart Delinquency: Restart the units' delinquency. Maintain Days Past Due: Move units to the new version of the schedule but maintain the days they are already past due. Select one of these options, then select a facility or facilities to apply the changes to. 4. Click Next.
If you chose to Maintain Days Past Due, skip to the next section. |
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Restart Delinquency
If you choose to restart delinquency, you can either select all units or choose specific units to transfer.
Select All
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1. Click the Select All radio button to select all units for the transfer. 2. Click Review. |
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3. Review the transfers and click Start Transfer. |
Choose specific units
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1. Select units to transfer to the new version of the schedule. You can click Show Details to view the old delinquency schedule(s) details.
2.Click Next. |
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3. If you want to filter out units based on their current delinquency stage, check Only transfer units up to and include this stage of the previous schedule. Then, choose the stage from the dropdown menu. Any units on a stage further along the schedule than the one selected will not be part of the transfer. 4. Click Review. |
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5. Review the units that will be transferred and click Start Transfer. |
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Maintain Days Past Due
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1. Click Show Details if you need to refer to the previous schedule version. 2. Click Next. |
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3. If you want to filter out units based on their current delinquency stage, check Only transfer units up to and include this stage of the previous schedule. Then, choose the stage from the dropdown menu. Any units on a stage further along the schedule than the one selected will not be part of the transfer. 4. Click Next. |
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5. Match stages from the previous version of the schedule to the new version if needed. If a customer has experienced a stage of the prior schedule version and that stage is mapped to a stage of the new version, the new stage will be marked as complete. No new action will be applied. This may be helpful if a stage from the old schedule version is split into multiple stages on the new schedule version. |
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6. Select stages to apply if you want the stage actions to be performed. For example, you want to apply an action (send a legal notice, etc.) that has yet to occur on the previous schedule but would be skipped when transferred to the new version due to the change in timing. You can match the stage of the previous schedule where that action would take place to the stage of the new version when the action will occur.7. Click Review when you are done. |
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8. Review the transfer and click Start Transfer. |
If you need to make further edits to the new schedule version, ensure the transfer is complete first.
Dependent stages will be transferred if the stage they are dependent on is transferred. If the stage they are dependent on is not transferred, the dependent stages will not be transferred.
| If you’d like to view the status of each unit transfer, click the Transfer History link from the transfer confirmation page. | |
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You can also access the Transfer History page from Settings > Software Settings > Transfer History under Delinquency. |
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Click View Details next to a link item to see details about individual transfers.
Failed transfers will show a reason for the failure in the details. |
FAQ
Can units be transferred between schedules?
No, the Corporate Delinquency Schedule Transfers feature is intended to transfer units to a newer version of their existing schedule, not to transfer units to another one.
If I complete a Schedule Transfer and maintain the days past due, will the history reflect the dates when actions occurred from the previous delinquency schedule?
No, the dates that delinquency actions took place will be shown as the date of the Schedule Transfer. This is because units transferred to the new version of the schedule exit delinquency from the old schedule and re-enter delinquency on the new version.
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