In My DSO Manager
you can create alerts based on multiple criteria
, to highlight certain customer accounts according to your business rules.
Various alert types
can be defined to highlight:
- Debt collection alert
For example, if an overdue customer has not been reminded for xx days.
- Alerts relating to customer risk management
For example, if the outstanding amount exceeds the guarantee granted by the credit insurer.
- More generic alerts, without any category
For example, a customer whose country is France and who is not in the Europe customer group.
Depending on the type, alerts appear in the Alerts section of the collection or Risk tab:
My alerts, Collection
My Alerts, Risk
Alerts with a type None will appear in both tabs.
You can create as many alerts as you want, defining the criteria for each one.
For each alert, you can define
- The visibility to other users.
If an alert is not visible for all users, a padlock will appear in the alert name.
- Type of alert: Collection, Risk or None.
- Alert level: define the degree of importance of your alert.
The color corresponding to the criticality level will be displayed to the left of the alert label.
- Criteria: select your criteria in the same way as for the « Advanced Search » Customers or Items functionality.
In the example above, customers in arrears, excluding disputed
items, who have not been reminded for more than 10 days, appear in the alert.
→ For more information:
How to use the multi-criteria advanced search
« Empty » criteria during a search
INTERPRETATION OF CRITERIA
Alerts can be configured according to two types of criteria.
Customer information, corresponding to all elements relating to the customer account (outstanding, overdue
, group, country...) and document information (due dates
, document type
The selected criteria are used to filter the customer accounts that match all the selected criteria.
(here, for example, overdue
): Set a minimum and maximum threshold here.
Note that if you only want overdue
accounts above a certain amount, leave the right-hand box empty, as shown below:
(e.g. last reminder):
In this case, My DSO Manager
selects customers whose last collection date is less than (older than) today minus 10 days.
List of values
: for these criteria, you can select either « is » or « is not » and choose the desired data from a list, and include several conditions:
In this example, the alert targets customers in the « VIP Customers » group who are not based in France.
Closed response criteria
: for these criteria, the question can be answered with « Yes » or « No »:
In this case, the alert will relate to items ignored during collection
If a customer is concerned by one or more alerts, a bell with the number of alerts appears:
- In the alerts list
- In the customer file.
The list of alerts can be consulted by hovering over the bell. If the alert has a Collection or Risk type, this is indicated before the alert name.
Its color is determined by the alert's criticality.