Update your resolver to any situation!
As specific actions unfold in real-time, we occasionally encounter changes in our internal contacts, our resolvers, etc.
To ensure optimal efficiency and relevance in follow-up actions, the previously identified resolver during item qualification needs to be updated.
Here's how to make the change in just a few clicks:
From the specific action:
Modify your specific action, as usual to update it:
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Then update your Resolver by selecting the new one from the drop-down list:
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If no further changes need to be made, click Modify and you're done!
From the item:
By clicking on the item which gives you its details.
To update your resolver, click on Modify in the corresponding status field:
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Then select the desired resolver and click on Save:
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If the status concerns several invoices, My DSO Manager will ask you whether the modification should be applied to all the items:
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- Ok : the resolver is modified for all items originally concerned.
- Cancel: only the resolver for the selected item is modified.
Useful links :
« How to create a specific action? »« How to make live a specific action? »
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