Debt collection configuration

Enable the EXTDEBC system option 

To use debt collection, the EXTDEBC system option must first be enabled at both the 0000 and IXXX (Institution) levels. To enable the system option: 

1. Navigate to systemWise > systemWise > System options.
2. Within the list of System options, select EXTDEBC (Third-party debt collector available in system) and click Detail. 
3. Change the On option to Yes.
4. From the Branch drop-down menu, select 0000 AND IXXX.
5. Click OK to save. 

Configure debt collection 

After the EXTDEBC system option is enabled, the Debt collection configuration option will appear. To configure debt collection configuration:

1. Navigate to OCLC Wise > Finance > Booking codes > Debt collection configuration.
2. Click New. 
3. Populate the following fields: 

   Field	Details
   Library	The library system associated with the debt collection configuration
   Debt collector	The debt collector's ID for this configuration.
   Description	A description of the configuration.
   Time for payment	The number of calendar days between when a customer passes the upper threshold and when they will be referred to collections.
   Upper threshold	If the outstanding fine total passes this amount, the customer is referred to collections.
   Lower threshold	If the outstanding fine total drops below this amount, the collections referral is canceled.
   Booking code	The booking code associated with the referral amount.
   Amount	Referral amount.
   Cancel referral on agreement	If set, the referral will be canceled once a payment agreement has been reached.

4. Click Save. 

Update Membership definitions 

To use an external debt collection agency, the membership definition must be configured. When determining who to send to collections, Wise will reference the Collections agent process and Collections agent process for overdue materials billings fields for one of two values: 00 - NO or <empty>.  If set to 00 - NO, the customer will not be sent to collections. If <empty> is configured, customers will be sent to collections. By default, these fields are set to <empty>.

 Note: Collection agent process fields can only be configured at the membership level rather than in individual customer accounts.

To prevent a membership from being sent to collections:

1. Navigate to OCLC Wise > Products and services > Memberships > Membership settings > Membership definitions.
2. Open the appropriate organization, and click Detail to open the membership definition.
3. For memberships that need to be excluded from the collections process:
   • Select 00 - NO from the Collections agent process drop-down menu.
   • Select 00 - NO from the Collections agent process for overdue materials billings drop-down menu.
4. For memberships that can be sent to collections:
   • Make sure both the Collections agent process and Collections agent process for overdue materials billings are set as <Empty>.
5. Click OK to save.