A collection scenario
is a series of dunning actions that are triggered depending on the due date
of the oldest invoice of the customer account or the date of the last action done.
There are several types of action:
- phone call
- email (manual or automatic), interactive email or internal interactive email
- post mail with or without acknowledgment of receipt
For every action of mail, email, fax and SMS, it is necessary to create a template. More information
Actions are triggered based either on:
- the oldest invoice due date of customer account (not excluded by a specific action). This invoice is called the leader invoice
- the date of last collection scenario action done
Some actions can be automated (email, SMS) to facilitate monitoring and reduce the workload for the collector
Each scenario is created according to the client type to which it will be assigned. For example, My DSO Manager
proposes a standard collection scenario
, a second one for clients identified as risky and a third for public clients.
Standard scenario example:
You can create an unlimited number of collection scenarios
in My DSO Manager
to adapt your recovery strategy to your customers typologies.
You can create and manage them in the Settings Manage collection scenarios
The scenario will be applied in 80% or 90% of cases (all normal cases). The collector
carry out the action proposed by My DSO Manager
. However, he can adapt the recovery if he considers it is necessary because of a specific context with this customer , realizing a specific action
or an action out of collection scenario
, initiated from the customer sheet.
← Back : Online help » Various questions