The nightly run
Every night CRM runs once for your company (when CRM is on). In order, it:
- Judges promises to pay against the receipts posted since each promise was recorded (Promises to pay).
- Moves overdue customers through the dunning ladder: opens, moves and closes collection cases and their follow-ups, as Open collection work for overdue customers and Close collection work once paid allow (The dunning ladder and collection cases).
- Expires credit releases that were approved but not used by their end date (Credit releases: ask, decide, use).
It works on the counted customers (Where the money figures come from): a switched-off customer who still owes money is chased like an active one, and their case closes only when nothing is overdue.
Running by hand
| Button | Where | Who can use it | Runs |
|---|---|---|---|
| Run automation now | CRM settings | Users who can manage CRM settings | Collections (all three steps above), disputes, renewals, recoveries and the ticket scan |
| Run collections now | Collections | Users who can manage CRM settings | The collections run only, the same as the nightly one |
| Run | Follow-ups, on a case queue (Disputes, Renewals, Recoveries) | Users who can change tickets (disputes) or follow-ups (renewals, recoveries) | That queue's timers |
| The ticket scan button | Service tickets | Users who can change tickets | The scan of tickets at risk |
| Run collection automation | The CRM panel on a sales invoice's view page | Shown only to users who can manage CRM settings | The collections run |
The result says what each run did: cases opened, moved up and closed, follow-ups created, promises judged, releases expired.
One collections run at a time
Only one collections run works at a time. If the nightly run, another Run now, or a collector opening a case is still working, the second run waits up to a minute and then stops with "The collections run is still working (the nightly run or another "Run now"). Try again in a few minutes." Nothing was changed by the run that stopped.
Did the run happen?
Signs that the nightly run did not happen, or that the collections automation settings are off:
- promises past their date still show Open;
- no new collection cases for customers who have just become overdue.
Check the two settings under Collections automation in CRM settings first (CRM settings and what each one does). If they are on and nothing happened overnight, tell your Penahak contact the date.
Common questions
Who can press Run automation now?
Users who can manage CRM settings. Run collections now on Collections needs the same permission.
The run says "The collections run is still working".
Only one collections run works at a time. Wait a few minutes and run it again: nothing was changed by the run that stopped.
Does the nightly run also judge disputes and service tickets?
No. It judges promises, moves collection cases and expires unused releases. Disputes, renewals, recoveries and the ticket scan move only when someone presses a button.