How to update a comment and designate a new resolver?

To facilitate communication between the Sales Administration, Sales, Finance, and other teams involved, it is essential to keep comments clear and assign the right resolver.
This feature allows you to:

• Keep a clear record of exchanges and actions taken.
• Update the person responsible when the ownership of the dispute changes.
• Improve coordination between teams and speed up resolution.

Steps to follow

1. Go to the concerned item
   • Click on Transaction No. or the Status to update.
     
     
2. Edit the status and the comment
   • Click button next to the latest status and comment shown in order to edit this one.
     
     
   • In the Comments field, complete and update the information:
     
     
     • Dispute cause → specify it if new information has been obtained.
     • Action taken → e.g., ADV resends invoice + POD; Sales approves discount; Finance prepares a credit note.
     • Next step → e.g., waiting for customer approval, supplier follow-up.
3. Update the resolver
   • Select the new person or team in charge.
4. Save the update
   • Click Save to finalize.
5. Apply the update to multiple documents.
   • If several documents are concerned by the same qualification or status, My DSO Manager will automatically offer to apply the change to all associated documents.
     
     

Learn more:
"How to create and close a dispute?"
"How to create a specific action?"
"How to maintain a specific action?"
"How to track the progress of a dispute and manage the associated items?"