How to use UDM_SPECIALIST - Collection Specialist Worklist

SAP Transaction Code - Details

• Transaction Code: UDM_SPECIALIST

  Description: Collection Specialist Worklist

  Release: S/4HANA and ECC 6

  Menu Path:

  • Accounting > Financial Supply Chain Management > Collections Management > Worklists > My Worklist

• • Program:

    Screen: 0

    Authorization Object:

  • Development Package: UDM_WORK_LIST

    Package Description:

    Parent Package:

  • Module/Component:

    Description:

Smart SAP Assistant

• SAP Tcode: UDM_SPECIALIST - Collection Specialist Worklist

  
  Overview: 
  The SAP transaction code UDM_SPECIALIST is used to access the Collection Specialist Worklist. This worklist is used to manage and monitor the collection process of overdue payments. It provides an overview of all overdue payments and allows users to take action on them. 
  
  Functionality: 
  The Collection Specialist Worklist provides a comprehensive overview of all overdue payments. It allows users to view the details of each payment, such as the customer name, amount due, and payment terms. It also allows users to take action on overdue payments, such as sending reminders or initiating collection activities. 
  
  Step-by-step How to Use: 
  1. Access the Collection Specialist Worklist by entering the SAP transaction code UDM_SPECIALIST in the command field. 
  2. The worklist will display a list of all overdue payments. 
  3. Select a payment to view its details. 
  4. Take action on the payment by selecting an action from the drop-down menu (e.g., send reminder, initiate collection activities). 
  5. Confirm your action by clicking “OK”. 
  
  Other Recommendations: 
  It is recommended that users regularly review the Collection Specialist Worklist to ensure that all overdue payments are being managed and monitored appropriately. Additionally, users should ensure that they are familiar with all available actions for managing overdue payments in order to take appropriate action when necessary.