SOA Customer List

Overview

The SOA Customer List module contains the customer SOA records that have already been downloaded and stored in Clibase Tech.

It serves as the reference list of customer accounts available for collection and may include customer details, due dates, amounts due, and assigned collector code information.

Purpose

The purpose of this module is to let users review the actual SOA records available in Clibase Tech.

It also helps office users verify whether the customer SOA list downloaded from PSCloud is complete, accurate, and ready for collector download through MPOS.

Key Functions

• View the list of downloaded customer SOA records

• Search and review customer account details

• Check due dates and amounts due

• Review collector code assignment

• Verify whether SOA records are complete and ready for collection use

When to Use

Use this module when:

• checking the customer accounts available for collection

• verifying if a customer SOA record exists in Clibase Tech

• comparing PSCloud SOA records with Clibase Tech SOA records

• reviewing due dates and amounts before collection

• confirming whether collector-assigned accounts are properly available in the system

Common Questions

1. What is the SOA Customer List? It is the list of customer SOA records that have been downloaded from PSCloud and stored in Clibase Tech.

2. Why should users check this module? To confirm that the correct customer SOA records are available and complete before collectors download them into MPOS.

3. Can this module be used for verification? Yes. It is commonly used to compare Clibase Tech SOA records against PSCloud records.

4. What details can usually be seen here? Users may see customer name, account details, due date, amount due, penalty information, and collector code.

5. What should I do if a customer is missing from the list? Check the SOA Daily Download module first, then verify whether the customer record exists in PSCloud and whether the data was included in the latest sync.