Bin Maintenance

Bin maintenance allows you to review how debtors are currently split between bins.  This option also provides the way to distribute debtors with load balancing or to manually move debtors to different bins.

Step 1: Navigate to Administration > Collector > Assignment > Bin Maintenance.



The Maintain Debtors window displays the assignment methodology and current assignments.

Step 2: To change assignments, click Reassign Debtors To Bins.

Step 3: Select one of the following methods for reassigning debtors to bins:

Select... Then...
Use the initial methodology to reassign debtors
  1. Click Next.

A preview of the inital methodology displays the new bin assignments.

  1. Do one of the following:
  • To finish the reassignment, click Finish.
  • To return to the Reassign Debtors To Bins window, click Back.
  • To exit and return to the Maintain Debtors window, click Cancel
Manually reassign debtors
  1. Click Next.
  2. Determine the criteria for the debtor to move using the Attribute, Comparison, and Value columns.

  1. Click Run Selected Criteria.
  2. In the Results section, all debtors are selected by default. Clear the checkbox next to each debtor that you do not want to send to another bin.

NOTE: You can use Select All or Unselect All to manage which debtors to move.

  1. From the Select the bin to reassign the selected debtors to, then preview the assignments drop-down list, select the bin to move the debtors to.
  2. Click Next.

A preview of the inital methodology displays the new bin assignments.

  1. Do one of the following:
  • To finish the reassignment, click Finish.
  • To return to the Reassign Debtors To Bins window, click Back.
  • To exit and return to the Maintain Debtors window, click Cancel

Load balance bins by number of debtors

or

Load balance bins by number of accounts

or

Load balance bins by total balance

  1. Click Next.
  2. In the Percentage column, select the percentage of total debtors, total accounts, or total balance to apply to each collector bin.

  1. Click Next.
  2. Do one of the following:
  • To finish the reassignment, click Finish.
  • To return to the Reassign Debtors To Bins window, click Back.
  • To exit and return to the Maintain Debtors window, click Cancel
Load balance by bins
  1. Click Next.
  2. In the Select Collector Bin column, select the bins to move debtors from.

  1. In the Percentage column, select the percentage of total debtors to move to each target bin.
  2. Click Next.
  3. Do one of the following:
  • To finish the reassignment, click Finish.
  • To return to the Reassign Debtors To Bins window, click Back.
  • To exit and return to the Maintain Debtors window, click Cancel

 

 

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