Create the customer-data export used by the External Collections Processing add-on. This includes customer addresses, service information, readings, charges, balances, and other fields needed by the configured interface.
Using this option
- Choose External Collections Processing > Export for External Collections Process. The U5 add-on must be available.
- Enter Destination Path and File Name. Use the location expected by the external processing workflow.
- Continue to create the file. Read the completion message and check the exported file before passing it to the external system.
Notes
An existing destination file is overwritten. Keep a separate copy if an earlier export must be retained.
There is no date, route, balance, or delinquency filter on this screen; the program exports the customer records it reads. Do not assume this is a list restricted to overdue accounts.
Creating the export does not post collections in ACS or send it to the external processor. The receiving workflow must accept this specific export layout.