1. Example Business Scenarios

1. After a Sales Order is created and approved, the sales rep can create a Payment Collection schedule based on the agreed dates. Using workflow automation, the system can send reminders on the scheduled reminder date.
2. For teams that require oversight of collections, managers can track planned collection amounts versus actual collected amounts by sales reps and use these figures as evaluation criteria.
3. For orders with multiple installment collections, use the bulk-create Payment Collection schedule feature to set recurring collections (e.g., on the 10th of every month) or custom recurrence patterns.

As a critical step in the sales cycle, scheduled collections serve as an important KPI for sales process management.

2. Detailed Introduction to Payment Collection Schedules

2.1 Preset Views for Payment Collection Schedules

• All:
  • The owner is the current user or the current user’s subordinate
  • Or the current user or the current user’s subordinate is included among Related Teams members
  • Or the “data sharing” rule for Payment Collection configured in Data Permission Management shares records owned by the record owner or the owner’s Dept. with the current user, the current user’s Dept., or the current user’s user group
  • Or data that belongs to My Responsible Departments

• My Responsibilities: the Payment Collection schedule owner is the current user

• Participated by Me: the Related Teams include the current user

• Responsible by My Subordinates: the Payment Collection schedule owner is a subordinate of the current user

• My subordinates participated: the Related Teams include the current user’s subordinates

• Shared With Me: the Data Permission Management “data sharing” rule for Payment Collection schedules shares records owned by the record owner or the owner’s Dept. with the current user, the current user’s Dept., or the current user’s user group

• My Responsible Departments:
  • The current user is the head of their primary Dept.
  • The Related Teams’ primary Dept. in the record is that Dept.
  • Note: whether the responsible Dept. includes all subordinate data is determined by CRM Management → Rule Settings → Basic Settings → “Scope of data visible to higher-level users.”

Note: - CRM administrators can view all data. - Records with status “Canceled” are visible only to CRM administrators and are hidden from other users.

2.2 Business Operations for Payment Collection Schedules

2.2.1 Create a New Payment Collection Schedule

• Ways to create a Payment Collection schedule:
  • Manual creation
    • Entry points: Payment Collection list page
    • On an Account detail page → Payment Collection section
    • On a Sales Order detail page → Payment Collection section
      Note: bulk-create is supported.
  • Copy: use the Copy action on an existing record’s detail page
  • Import: see https://help.fxiaoke.com/2615/3eab/856c/5765#header-2
• Business notes when creating a schedule:
  • When you create a Payment Collection schedule and select a Sales Order, the Planned Collection Amount field will default to the Suggested Planned Collection Amount. Suggested Planned Collection Amount = Amount Pending Collection.

2.2.2 Approval Process for Payment Collection Schedules

• Business description: If a team requires management of collection schedules, configure an approval process.
• Approval flow definition: no prebuilt approvals; configure a custom approval process.
• Approval handling: After saving a new Payment Collection schedule, pending approvals appear in CRM Reminders → Payment Collection schedules awaiting confirmation. Click to process them, or open the schedule from the Payment Collection list to handle it.
  • Confirm: approves and completes the approval.
  • Reject: marks approval status as Rejected; modify the schedule and resubmit.
• Notes:
  • When recording a Payment Collection (actual receipt), you can associate each receipt line with a Payment Collection schedule to reflect actual collections against the planned schedule.
  • Later, you can view Actual Collected Amount in the Payment Collection schedule; managers can use this to evaluate sales reps’ completion of planned collections.

2.2.3 Common Operations for Payment Collection Schedules

• Common list-page operations: see http://help.fxiaoke.com/2615/3eab/856c/76b1
• Add Sales records: see http://help.fxiaoke.com/2615/3eab/856c/4bc2
• Common business actions include change owner, add Related Teams members, print, import, export, edit, cancel, delete, etc.: see http://help.fxiaoke.com/2615/3eab/856c/863a
• Collaboration-related actions include forward, Calendar, reminders, call, email, etc.: see http://help.fxiaoke.com/2615/3eab/856c/863a