Collection plans listing

Collection Plan Management – Actions and Behavior

The Collection Plan Listing page serves as the main dashboard for managing all active and historical dunning processes in Opencell. Depending on the selected dunning mode (Invoice-based or Customer-based), this page offers full visibility and control over the lifecycle of each Collection Plan (CP).

Overview of Collection Plan Listing

✅Modes Supported

• Invoice Mode: Each CP is linked to a specific invoice.

• Customer Mode: Each CP is linked to a customer account and includes all eligible unpaid invoices.

📋 What the listing includes:

• Status of each CP:

  • ONGOING, RECOVERED, UNRECOVERED, PAUSED, STOPPED

  • Each status is color-coded for easy identification.

• Level & Action Tracking:

  • Last executed level and action with execution date.

  • Next level and next action with scheduled execution date.

• Links for context:

  • In Invoice Mode, you can access the related invoice directly.

  • In Customer Mode, the associated customer account code is shown.

• User-Friendly UI Features:

  • Columns can be filtered, sorted, shown/hidden, and reordered directly via mouse interactions.

⚙️ Actions Available (via 3-dot menu for each CP)

You can interact with each collection plan directly from the list view using the action menu. The following actions are supported:

⛔ STOP Collection Plan

Purpose: Permanently terminate a collection plan.

• All non-executed levels and actions are marked as IGNORED.

• The CP is moved to a final status: STOPPED.

• No further actions or status changes are allowed on this CP.

• Typical use cases:

  • Manual override by the dunning manager.

  • Customer issue resolved outside of system workflow.

🟠 Once stopped, the CP cannot be resumed or edited.

⏸️ PAUSE Collection Plan

Purpose: Temporarily suspend the execution of a Collection Plan (CP), for example in sensitive customer cases or to delay further escalation.

🛠️ How It Works

• The user selects a resume date.

• All remaining levels and actions are automatically postponed by the number of days in the pause period.

• The CP status becomes PAUSED, and while paused:

  • ❌ No automatic or manual actions can be executed.

  • ⏳ The CP timeline is effectively frozen.

This allows the business to pause dunning activities without disrupting the intended level sequencing.

💳 Retry Payment on Resume (New Behavior)

If the customer account has a direct debit or card payment method configured, the system can automatically attempt a retry payment as soon as the CP is resumed. This helps:

• Avoid restarting dunning for customers who may have simply had temporary payment issues.

• Increase collection efficiency by leveraging saved payment methods.

📌 This behavior is optional and can be enabled via popup.

🔄 Execution resumes via user action or the ResumeDunningCollectionPlan_Job.

▶️ RESUME Collection Plan

Purpose: Restart a paused collection plan.

• Execution dates of all pending levels and actions are recalculated from the resume date.

• If resumed before the scheduled resume date:

  • Execution starts from current date.

  • All remaining levels/actions are shifted accordingly.

• The CP re-enters ONGOING status.

✅ Ideal for re-engaging with the customer once the pause reason has been resolved.

🔁 SWITCH Collection Plan

Purpose: Replace the current policy with a different dunning policy.

• The user selects:

  • A new dunning policy.

  • A start level within the new policy.

• Once confirmed:

  • The current CP is stopped, and its remaining levels/actions are ignored.

  • A new CP is created using the selected policy and level.

• This allows adapting the dunning strategy mid-course:

  • Escalating to a more aggressive policy.

  • Switching to a softer approach for VIP customers.

⚙️ This action provides strategic flexibility without losing historical traceability.

✅ Summary Table of Actions

📤 Exporting Collection Plan Listings

Users can easily export the full Collection Plan Listing using the "Export table" button available on the page.

• The export will generate an Excel file containing all currently displayed columns in the table.

• The exported file is automatically downloaded to the configured "Exported Dunning Target Directory".

• This feature is useful for:

  • Reporting and analysis.

  • Sharing dunning status with finance or customer teams.

  • Archiving active or historical collection plans.

✅ Make sure the columns you want are visible before exporting, as only displayed columns are included.