The third step in configuring a dunning policy is defining the levels in the dunning workflow. These levels, which group one or more actions, will be executed on a specified execution date within the policy. Each level has its own minimum balance and days overdue from the collection plan creation date.
Concept
Now that you have defined the general settings for the Dunning feature, let’s start by defining the templates that you will use for some specific actions (that you will define just after).
Before starting, let’s quuickly resume the way a Dunning policy works in Opencell :
A dunning policy is an object that has several levels. Each level has one or several actions linked to it. Some actions can be automatic or manual, and for some action types, a template will be used to automate the flow.
All these different notions are objects in Opencell, and the way to create a dunning policy is to start from the most granular object, and work your way up to the actual Dunning policy.
This is best represented below:
Templates, actions, levels and policies are all independent objects linked to one another.
Accessing Dunning Levels in Opencell
In Opencell, you can manage Dunning Levels within the Customer Care module.
How to Navigate to Dunning Levels
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Log in to your Opencell environment.
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Go to Customer Care → Configuration → Dunning → Levels.
The Dunning menu follows the logical order of configuration steps required to implement dunning policies. All dunning-related submenus are accessible under the Customer Care module.
Dunning Levels Overview
Upon accessing the Dunning Levels page, you will find:
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Predefined Levels that can be used as they are, modified, or deleted based on your needs.
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A search bar to quickly find levels by name.
Creating a Dunning Levels in Opencell
You can create your own Dunning Levels from the Levels List View by clicking the “+” button in the top-right corner of the page.
1. Accessing the Levels Creation Page
Once you click “+”, you will be redirected to the level creation page:
2. Configuring Your level details
On this part, you can define key level settings, including:
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Level Name → Assign a unique name for easy identification.
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Level Description → Provide a brief description to clarify the level's purpose.
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End of Dunning → Marks this level as the final stage in the dunning process. Each policy must have at least one end level, which will be executed last.
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Active Toggle → Enables or disables the level.
3. Configuring Your level transition criteria
On this part, you can define key level transition settings, including:
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Days Overdue → Defines the execution date of the level, relative to the collection plan creation date. This parameter ensures that the gap between levels is maintained as configured.
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Negative number of days will allow to create a reminder level, available on invoice mode only.
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Minimum Balance → Specifies the minimum balance required to trigger this level in policies using the "Days Overdue & Balance Threshold" mode.
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Currency → Must match the policy currency of the invoice or customer balance.
4. Selecting action ifor your level
In this section, you can select one or more actions to finalize your level configuration.
⚠ Important: A level cannot be validated unless at least one action is linked to it.