Who this is for. SuperAdmins who assign access, and anyone who cannot find a control they expect. Only the SuperAdmin role can use AR Remittances.
Availability. Only where the system of record (SoR) is Workday. AR Remittances must be enabled for your organization and turned on for a SmartCustomer instance.
Overview
Access to AR Remittances comes from your application role. The SuperAdmin role holds every permission that AR Remittances uses.
If you do not have the SuperAdmin role, ask your organization's SuperAdmin or Auditoria Support. See Contacting Support.
Console access
The SuperAdmin role can use every area of AR Remittances in the SmartCustomer console. The table lists the controls in each area.
Table 1. Console areas the SuperAdmin role can use
Area |
Controls |
|---|---|
Dashboard |
The Document Intelligence and Top Customers sections, and the AR Remittances Activity Summary section with its export icon |
View documents |
The Documents tab and its Active Data, Written to SoR, and Dismissed Documents sub-tabs |
Act on documents |
|
Enrol customers and save hints |
Enroll or unenroll on Customers, Enrollment and Write to SOR on a customer page, and Update in Update Customer Hints |
Record tabs used for AR Remittances |
|
Configuration access
The SuperAdmin role can set up and run AR Remittances in SmartFlow Skills Management.
Table 2. Configuration areas the SuperAdmin role can use
Area |
Controls |
|---|---|
Edit the configuration |
The edit icon on Running Instances, which opens the configuration from Connection to Save and Run |
Manage instances |
Run Again and the pause, stop, and copy icons on Running Instances |
Why a control can be missing
Your role is only one reason a control is missing. Your organization's settings, the instance, and the state of the document are the others.
Table 3. Reasons a control does not appear
Reason |
What you see |
|---|---|
You do not have the SuperAdmin role |
No access to AR Remittances. |
AR Remittances is not enabled for your organization |
No Turn on AR Remittances option on the Settings step, and no Documents tab. |
The instance's ERP is not Workday |
No Turn on AR Remittances option on the Settings step. |
The selected instance does not run AR Remittances |
No Documents tab while that instance is selected in ERP:. |
The document is in Written to SoR |
No Edit, Write to SoR, or Dismiss. The details page offers View Document History and Customer Inbox. |
The customer is Unknown |
The row menu in the document list offers only Dismiss. |
You lack the SuperAdmin role, or AR Mapping is not enabled for your organization |
No AR Mapping tab. |
Note: The picker at the top right of the console header shows your organization, and ERP: shows the instance.