1. New and Updated Features
SmartCustomer: Consolidation of AR Collections and AR Helpdesk
AR Helpdesk and AR Collections have been combined into one console called “SmartCustomer”. Customers can select one System of Record (ERP) and one mailbox for both AR Helpdesk and AR Collections. There will no longer be an entity selection in the set up. You may filter for one or a subset or all entities when setting up the connection in system settings. You can choose to use only AR collections or only AR helpdesk.
The benefits of this include having one console for all SmartCustomer tasks and data. You no longer need to toggle between entities when navigating the console. You only need to set up one SmartFlow Skill. At the customer level, there will be one dunning setting and template that is uniform for all dunning sent to that customer (whether the dunning is at the invoice level or the customer level).
AR Collections: Dunning groups retrieved from ERP
Customers can now choose to use Auditoria Dunning Classification Groups or SOR Dunning Classification Groups. There is no option to use both. Customers must be added to a category. Each customer can only be assigned to one category. This category will determine the dunning settings and email templates. At the customer level, there will be one dunning setting and template that is uniform for all dunning sent to that customer.
AR Collections: Dunning tables
AR Collections customers can create tables to include in their dunning email template. These tables are based on business objects and will populate according to preferences when added to an email template. The business object options are Invoice, Payment, and Credit Memo.
SmartCustomer and Workday Financial Management Connector: Support for Credit Memos/Invoice Adjustments
SmartCustomer/ AR Collections has a new business object called “Credit memo”. This object can be used with Workday Financial Management only for now, and can be mapped to Customer Invoice Adjustments. The Credit Memo will appear as a tab in the SmartCustomer console. Credit memos can also be used to create dunning tables.
SmartCustomer console: Default task filter for current user
For all SmartCustomer users, when logging in to view the SmartCustomer console, users will see their default filter as Assignee equal to the current user. This will allow users to focus on tasks assigned to themselves first.
AR Collections: Increased dunning flexibility
There is now more flexibility in the dunning options that can be selected. Users can select to trigger dunning based on the Invoice Due Date or the Invoice Date or a set cadence consolidated on selected days of the month. Users can also choose to continue sending dunning every x days indefinitely after the final notice after the invoice due date.
2. Fixed Bugs
Resolved: SmartCollections: Dunning Notices sent even after the invoice was paid in ERP [15066]
Resolved: AR Helpdesk: Same tasks should not get created for the replies on the thread. [13299]
3. New Known Bugs
None.