Credit Managers' Digital Empowerment
EN
Brazilian
Chinese (Simplified)
Croatian
Deutsch
Dutch
English
Español
Français
Italiano
Japanese
Polski
Português
Romanian
Swedish
Turkish
Login
Demo
EN
Brazilian
Chinese (Simplified)
Croatian
Deutsch
Dutch
English
Español
Français
Italiano
Japanese
Polski
Português
Romanian
Swedish
Turkish
Home
Challenges
Digitize customer relation
Improve cash and DSO
Manage customer risk
Consolidate your Group data
AI and Data Security
Outstanding receivables: challenges and definition
Smart Upload AI
Setup
References
Services
Onboarding
Training
Resources
Pricing
News
All news
My DSO news
Case studies
Credit Management Blog
Company
About us
CSR (Corporate Social Responsability)
Demo
Login
Subscription
Online help
Help
Various questions
Definitions
Tips
Search
If you have questions, contact us
Customize
»
How to create alerts
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
tab:
My Alerts,
Risk
tab:
Alerts with a type None will appear in both tabs.
Alert creation
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.
Amount
(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:
Dates
(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
Find all
definitions
My DSO Manager
for creating your alerts.
Alert notification
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.
← Back
: Online help » Various questions
OK