Instructions

Collections MAX Scheduler is a Windows based desktop program that gets invoked once a night to automate the Collections MAX debt collection system.

You need a computer in your network that is running Windows XP or Server 2003 with the Microsoft .Net Framework 1.1 and 2.0 installed. If your server has a Windows XP or Server 2003 operating system, it is recommended to install this program on the server to reduce latency in the network and speed up execution times.

Unzip the zip folder “collectionsmax.zip” and double click on the Scheduler setup executable. Follow the on screen instructions to install the program in your desired directory.

Windows comes with a built in Task Scheduler that you will use to automate the start up of the Scheduler. To use, go to START/ACCESSORIES/SYSTEM TOOLS/SCHEDULED TASKS (If you don’t have this installed, you may need to enable it in your Windows installation CD or Add/Remove programs in the control panel)

Double click on the “Add Scheduled Task” in the name column.

You should now see a window like this. Click the Browse.. button and navigate to your installation directory folder where you installed the Scheduler – default is

Set the time that you want the scheduler to run. Then click Next>

If your computer is password protected (which it should be), you will see a window like this. You need to enter your password of the current user (Administrator) that will invoke the program. Enter the required information and hit the Next > button.

Make sure to put a check in the Open advance properties for this task when I click Finish box.

Navigate to the Settings tab and uncheck the box that says “Stop the task if it runs for “

Click Apply then click OK. You have set up the scheduler successfully.

When you first run the scheduler it will prompt you to enter a servername, username and password. If the Mysql server is located on the same machine you can use localhost, otherwise use the ip address of the network card that the server is on (example 192.168.1.20)

The username and password will be one that has Insert, Update, and Delete permissions to the collectionsmax database.

Configuring the Scheduler is a simple task. Open up Collections MAX Administrator and select Utilities / Settings. Find the tab that says Scheduler. Click the EDIT button to bring up a popup screen.

Callbacks: Check this box to delete old callbacks. This keeps the callback log fresh and speeds up the callback system considerably.

Promises: The promise system takes care of tracking unsecured payments. If a payment is not received by the promise date, the scheduler will mark the accounts status as a Broken Promise for easy identification for later follow up. Click the Mark broken promises check box to enable this feature.

Optionally, you can schedule a follow up letter when a promise has been broken. To do this, click the Generate broken promise letters automatically check box, then click the Select button and select the letter that you would like to schedule when a broken promise is found. Click OK to finish.

Statute of Limitations Date: Put a check in the Mark accounts that have expired statute of limitations dates to enable this feature. This allows you to scrub for accounts that have reached their statute of limitations. It will change the status to SOL DATE EXPIRED on the account when it finds one with an expired SOL date.

Interest: You can calculate interest on accounts that need them by checking off one of the Calculate Interest checkboxes.

*Calculate Interest on all accounts DAILY – will calculate interest everyday on all accounts that is in the collectionsmax database, table dbase, column calculateinterest and has a YES in the column.

*Calculate Interest on all accounts MONTHLY – will calculate interest only on the specified day of the month on all accounts that is in the collectionsmax database, table dbase, column calculateinterest and has a YES in the column.

*Calculate Interest on all accounts WEEKLY – will calculate interest weekly only on the specified day of the week on all accounts that is in the collectionsmax database, table dbase, column calculateinterest and has a YES in the column.

Checking this box will enable payment reminder letters to be sent out in advance of payments to remind the debtor that a check is to be run or credit card will be debited.

Add a checkmark to the Enable Automatic Backups checkbox to run a backup of your database every night. You can select the destination folder that you want your backups stored in by clicking the select button.

Automation of accounts happen through the Scheduler so it is very important that the scheduler runs one time each day or night.