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?"