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Placement Export Process

The placement export process creates a file that contains accounts to place with an outside collection agency or attorney. The record types included in a placement export file are based on the global settings for exporting files. For more information, see Specify Global Settings for Exporting Files.

You can create a placement file using the following methods:

To create a placement file for a single agency or attorney, do the steps to Create a Placement File.
To create placement files for multiple agencies and attorneys using a business rule, do the steps to Create a Placement File Using Business Rules.
To create placement files for placement requests that users generated in Latitude, do the steps to Export Data to a File, selecting Placement Files (CPLC) as the file type.

AIM saves the export files to the folder specified in global settings. If your organization configured FTP in global settings, AIM saves each agency's and attorney's file to their folder on the FTP site. If your organization configured email messaging in global settings, AIM sends an email message to the agencies and attorneys indicating that an export file is available. For more information, see Specify General Global Settings.

Placement Export Process

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