1. New and Updated Features
AR Collections: Support for Two Consolidation preferences
For customers using AR collections and dunning at the Customer Level, there are now two options for Dunning Consolidation Preferences. The two options are:
- Match all open invoices to the dunning cadence preferences and if there is more than one match, dunning will only be sent for the oldest invoice in this sublist.
- Select oldest invoice from all open invoices and then match to dunning cadence preferences.
The first option is the standard functionality in the product today and the second option is a new option introduced with this feature. The first option considers all open invoices to match with dunning cadence preferences whereas the second option filters on the oldest invoice and then subsequently considers the cadence preferences. In the second option, if there is no match on the oldest invoices, no dunning will be sent.
Dunning at the Invoice Contact level will only have one option which is to match all open invoices to the dunning cadence preference and if there is more than one match, dunning will only be sent for the oldest invoice in the sublist.
2. Fixed Bugs
Resolved: Remittance advice is found by the SmartBot, but is labeled as "Non Payment info" and the in result comes as "No Remittance Advice Found" [16321]
Symptoms: ‘Found’ and ‘Not found’ both result showing for single set of payment details
Impact: As Remittance results are showing mixed results, draft is also getting created with extra ‘Not Found’ results.
Workaround: User can edit the draft correctly and send ahead as Remittance advice pdf is already attached to the email
Resolved: Bot picking up wrong scheduled payment date [16304]
Symptoms: Wrong scheduled payment getting picked up by bot sometimes.
Impact: Extracted value of scheduled payment could be different from the provided scheduled payment date
Workaround: User can delete the extracted values and can add the correct scheduled payment date.