Work Orders Tab

15.3 Work Orders Tab

The Work Orders link allows you to assign an account to a vendor for a service that the vendor provides, view the history of work order changes and define tracking attributes.

Click Servicing > Servicing > Vendors > Work Order. The details are grouped under three tabs:
- Services
- Work Order History
- Tracking Attributes
In the Servicing > Servicing > Vendors > Work Order > Work Order, sort the list of work orders based on status using the View Options drop- down list. You can further sort the list of work orders based on elapsed days by selecting the View Last option as 1 Day / 1 Week / 1 Month / By Date. When By Date is selected you can specify a date range (within 3 months) in Start Dt and End Dt fields using the adjoining calendar and clicking Search.

Perform any of the Basic Operations mentioned in Navigation chapter.

Figure 15-3 Work Orders

Description of "Figure 15-3 Work Orders"

A brief description of the fields is given below:

Table 15-8 Work Orders

Field	Do this
Work Order #	Displays the work order number.
Case #	Displays the case number received from third party vendor interface.
Channel	Select the OFSLL interfaced channel from the drop-down list. If the channel is selected as GENERIC RECOVERY INTERFACE, the work order is processed through an external system. For more information, refer to Appendix chapter - Appendix :Generic Recovery Interface (GRI).
Work Order Type	Select the work order type from the drop-down list.
Account	Select account number for the work order from the drop-down list.
Company	Displays the company name based on the account selected.
Branch	Displays the branch based on the account selected.
Vendor	Select vendor who will service the work order from the drop-down list. The list of vendors are displayed based on the selected Channel, Work Order Type, and Account.
Override Reason	In case of vendor re-assignment, select the appropriate override reason for the selected Vendor.
Status	Select the work order status from the drop-down list. If the status is selected as SEND TO GRI, the work order is processed through an external system. For more information, refer to Appendix chapter - Appendix :Generic Recovery Interface (GRI).
Reason	This field is enabled only if the status of work order is selected as PENDING ON HOLD, RLRELEASED, or PENDING CLOSE. You can select the appropriate reason from the drop-down list.
Collector	Select the Collector from the drop-down list. The list displays all the users defined with Collector responsibility.
Work Order Details section
Dt	Displays the date when work order was created.
Status Dt	Displays the last work order status-change date.
Currency	Displays the vendor company currency based on the vendor selected.
Estimated	Displays the estimated amount, which is the sum of all the services added to the work order.
Billed	Displays amount billed by the vendor for the work order.
Paid	Displays amount paid to the vendor for the work order.
Reference #	Specify vendor reference details if any.
Assigned By	Displays the user who created/assigned the work order to vendor.
Followup Dt	Select the subsequent follow-up date from adjoining calendar.
Account Information section - System displays the following information depending on the account selected for the work order in Work Order section.
Account Status	Displays the status of the account.
Charged off Dt	Displays the date when the account was charged off.
Due Amt	Displays the due amount to be paid to the account.
Total Outstanding Balance	Displays either Account outstanding principal balance for active accounts, or Deficiency balance for charge-off accounts.
Total Due	Displays the total of all dues pending on the account.
Due Dt	Displays the last elapsed due date on the account.
Days Past Due	Displays the total number of days elapsed past due date.
Service Address	Displays the combined details of Customer/Business, Address Type and Address based on the account selected. For Business account only business address is populated. You can also select the required service address from the drop-down list only while creating work order details (i.e. when status = New). Note: When selecting the service address for an external interfaced channel (i.e. changing primary address), ensure to select the secondary address only. Else, system displays an error message.
Collateral Details section - This section displays the asset details associated with the work order.
Collateral Description	System displays the primary collateral associated with the account by default. You can also select the collateral from the drop-down list. The list displays all the assets associated with the account.
Identification #	Displays the identification number of the asset.
Year	Displays the manufacturing year of the asset.
Make	Displays the asset’s manufacturing company.
Model	Displays the asset’s model.
Vendor Information section
Contact	Specify the vendor contact for the work order.
Phone	Specify the vendor contact phone for the work order.
Extn	Specify the vendor contact phone extension for the work order.
Fax	Specify the vendor contact fax for the work order.
Comment	Specify any comments regarding the work order.
Vendor Messages section - This section is displayed only when the selected channel is GENERIC RECOVERY INTERFACE and allows you to add specific communication or instructions as a message to the vendor.
Vendor Msg Type	Select the type of vendor message from the drop-down list.
Vendor Msg	Specify additional information that is to be communicated to the external interface.

Perform any of the Basic Actions mentioned in Navigation chapter.

This section consists of the following topics:

Parent topic: Vendors