This screen allows for the capturing of the full details relating to a unit that is in arrear and is handed over to an attorney for collection.
The information is usually captured by the attorney attending to the collection. As full details of every step are recorded, the progress of the matter can be monitored. Multiple summonses are catered for, with a notepad for each summons.
System pop up notes are sent to the portfolio manager and credit manager, each time an attorney adds a note to the notepad.
The initial dialogue box:
You will only be able to choose a unit that is flagged as 'H"anded over (Unit control flags)
The number of captured summonses will be displayed in the Summons window. You can drill and select off the displayed list, or enter the next number to add a new summons.
Having chosen a summons number, drilling into the Legal Info field will display all captured information, and allow the capturing of additional information. There are further drills on various fields eg. Judgement
Each summons screen must be filed (saved) on exiting. The main screen must also be filed to save all changes on the main and individual summons pages..
The captured information is reported using the Handed Over Legal Summary Report