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    Cody Speed Handout - RC 2023

    Uploaded by

    azrea
    The document contains information related to rental collection targets and evaluation metrics. It includes tables with rental collection percentage thresholds and the corresponding points awarded. It also outlines the steps for checking rental collections, setting targets, and viewing customer rental ledgers. Key points covered are rental collection percentages tied to performance marks, payment mode percentages and marks, aging balances and retention rates/marks, the process for setting collection targets, and the details shown in the rental ledger.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd

    Cody Speed Handout - RC 2023

    Uploaded by

    azrea
    28 views17 pages
    The document contains information related to rental collection targets and evaluation metrics. It includes tables with rental collection percentage thresholds and the corresponding points awarded. It also outlines the steps for checking rental collections, setting targets, and viewing customer rental ledgers. Key points covered are rental collection percentages tied to performance marks, payment mode percentages and marks, aging balances and retention rates/marks, the process for setting collection targets, and the details shown in the rental ledger.

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    CODY SPEED HANDOUT - RC 2023

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    The document contains information related to rental collection targets and evaluation metrics. It includes tables with rental collection percentage thresholds and the corresponding points awarded. It also outlines the steps for checking rental collections, setting targets, and viewing customer rental ledgers. Key points covered are rental collection percentages tied to performance marks, payment mode percentages and marks, aging balances and retention rates/marks, the process for setting collection targets, and the details shown in the rental ledger.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    28 views17 pages

    Cody Speed Handout - RC 2023

    Uploaded by

    azrea
    The document contains information related to rental collection targets and evaluation metrics. It includes tables with rental collection percentage thresholds and the corresponding points awarded. It also outlines the steps for checking rental collections, setting targets, and viewing customer rental ledgers. Key points covered are rental collection percentages tied to performance marks, payment mode percentages and marks, aging balances and retention rates/marks, the process for setting collection targets, and the details shown in the rental ledger.

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    You are on page 1of 17

    NAME : ________________________________________

    SESSION : ________________________________________

    Confidential
    ROLE & MIND SET
    CYCLE OF RENTAL COLLECTION
    1.
    01

    2.

    3.
    03 02

    Confidential
    CUSTOMER RETENTION EVALUATION

    1) RENTAL COLLECTION- INDIVIDUAL

    RENTAL
    < 72% >72% ≥76% >80% ≥ 82% >85% >87% >90%
    COLLECTION
    MARKS (PE)
    5.0 8.0 10.0 12.0 15.0 18.0 20.0 25.0
    (< 5% CORP)

    RENTAL
    < 65% >65% ≥70% >72% ≥ 75% >78% >80% >85%
    COLLECTION X 100%
    MARKS (PE)
    5.0 8.0 10.0 12.0 15.0 18.0 20.0 25.0
    (> 5% CORP)

    Confidential
    Confidential 3
    CUSTOMER RETENTION EVALUATION

    2) SYSTEM PAYMODE (PE) - INDIVIDUAL

    PAYMODE < 80% >80% ≥83% >85% ≥ 87% >90% >92% >95%

    MARKS (PE) 0.0 6.0 8.0 10.0 12.0 13.0 14.0 15.0

    Confidential
    Confidential 4
    CUSTOMER RETENTION EVALUATION

    3) AGING 4 RETENTION

    RETENTION RATE
    < 0.3% >0.3% ≥0.5% >0.7% ≥ 1.0% >1.3% >1.6% >2.0%
    (INDIVIDUAL)

    MARKS (PE) 10.0 9.0 7.5 6.0 4.5 3.0 1.5 0.0

    RETENTION RATE
    < 1.0% >1.0% ≥2.0% >3.0% ≥ 4.0% >5.0% >6.0% >7.0%
    (> 78% CORPORATE)

    MARKS (PE) 10.0 9.0 7.5 6.0 4.5 3.0 1.5 0.0

    Confidential
    Confidential 5
    TARGET SETTING

    Steps checking RC % :

    1. Billing & Collection


    2. Collection
    3. Search payment -> RC by HS
    4. Key in Cody Code
    Confidential
    Confidential 5. Search - Click
    ACTIVITY - TARGET SETTING

    1 2 3 4 5 6 7

    1.
    2.
    3.
    4.
    5.
    6.
    Confidential
    Confidential 7.
    FORMULA FOR CALCULATION TARGET SETTING

    Step 1 TARGET RC% X TOTAL TARGET = RM XX

    Step 2 RM XX – TOTAL COLLECTION = RMYY

    Step 3 TOTAL NEED TO COLLECT = RMYY

    Confidential
    Confidential
    TARGET SETING - EXAMPLE

    1 Total Target RM __________

    2 Total Collection RM __________

    3 Cody Target RC% __________%

    Confidential
    Confidential
    RENTAL LEDGER

    4.1
    1 4.2 4.3 4.4

    2 4.5
    3

    6
    Steps checking rental ledger
    1. Sales
    2. Order
    3. Order Management
    4. Option to search by :
    4.1 Order No
    4.2 Customer ID
    4.3 Customer name
    4.4 IC/Company No
    4.5 Customer Contact No
    Confidential 5. Search
    6. Customer Details – double click
    RENTAL LEDGER
    6 7

    Steps checking rental ledger


    Options to choose :
    6. Order Ledger 1 – Simplified Rental Ledger
    7. Order Ledger 2 – Payment details Rental Ledger

    Confidential
    RENTAL LEDGER

    Customer Name
    &Post Address
    Order No. Monthly Rental Fees

    Customer Contact No.

    Product Name
    Installation Date
    (Date of product been installed)
    COWAY-CIMB Virtual Account No.
    (Pay through CIMB only)
    Jom Pay Ref Number Installation Address Customer Type
    (Address of product installed)

    Confidential
    RENTAL LEDGER

    Total Total
    Total Unbill
    Outstanding Outstanding
    Amount
    Amount Month

    Penalty Payment receive Penalty Adjustment Total balance


    Amount for Penalty Amount of Penalty
    Amount Amount

    2nd Example :-

    OS Amount must
    tally with OS Month

    Confidential
    RENTAL LEDGER

    Monthly Payment
    Transaction Customer Charges received
    date CHEQUE No.

    Payment
    No. of billing transaction date

    - Invoice No.
    - Payment Key-in No.
    Total
    - Payment reference no. Outstanding
    - Invoice no. balance
    - TR No.

    - ONLINE
    - B/F - CHEQUE
    - Rental Processing fees - CASH
    - Rental Payment
    - Advance
    - Credit Note
    - Debit Note
    - Reverse Payment
    - Rental Reactive Fees
    - Penalty

    Confidential
    HOW TO CREATE YOUR OWN RC SCHEDULE

    Confidential
    THINGS YOU SHOULD NOT DO IN
    COLLECTION PROCESS
    1. 2. 3.

    4. 5. 6.

    7. 8. 9.

    10. 11.

    Confidential
    Confidential

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