A collection scenario
is a series of dunning actions
which are triggered according the due date
of the leader invoice
(oldest invoice of the customer account not excluded by a dispute
or a specific action
, identified by a star), or the date of the last action
There are several types of action:
For every action of mail, email, fax and SMS, it is necessary to create a template. More information: How to create or modify a collection scenario action?
- The oldest invoice due date of customer account (not excluded by a specific action). This invoice is called the leader invoice.
→ Once this leader invoice is cleared or excluded by a specific action, the collection scenario resumes at the beginning.
- The date of last collection scenario action done
→ My DSO Manager keeps the interval defined between two actions of recovery scenarios.
Actions are triggered based either on:
Check the "Automatic action to be confirmed
" option when starting My DSO Manager
to check automatic emails before sending:
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:
in My DSO Manager
to adapt your recovery strategy to your customers typologies.
You can create an unlimited number of
You can create and manage them in the Settings, Manage collection scenarios
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.
The scenario will be applied in 80% or 90% of cases (all normal cases). The