Introduction
The Save and Run step is the final checkpoint before activating or updating your SmartCustomer automation for AR Remittances. Here, you review your configuration, address any warnings, and launch the SmartFlow.
Screen Overview
At the top of the page, a progress bar highlights your current step (Save and Run) in the SmartCustomer configuration workflow.
The main area:
Displays any warning messages related to enabling or disabling AR Remittances and the impact on existing data.
Navigation options at the bottom of the screen include Previous and Run.
Figure 1. SmartCustomer Save and Run Screen – AR Remittances
How to Complete the Save and Run Step
Review the configuration summary
Ensure that earlier steps are complete and accurate:Connection: ERP and AR mailbox are correct.
Settings: AR Remittances is turned on or off as intended; file types, Write to SoR, Write to another destination, and Zero Payment Records are configured correctly.
Check for warning messages
If AR Remittances has been turned off in the Settings step, a red warning message appears indicating that existing AR Remittances data will be lost when you run.Click Run
Click Run to save your configuration and start (or restart) the SmartCustomer SmartFlow with the updated AR Remittances settings.Click Previous if needed
Click Previous to go back to the Settings step and adjust your selections before activating the flow.
Warning: Disabling AR Remittances
If you have turned off AR Remittances in the Settings step, the Save and Run screen displays a red warning message:
“On RUN, AR Remittances will be disabled and all documents in active data and written to SoR data will be lost”
Figure 2. Warning when disabling AR Remittances
What this means
All AR Remittances documents in:
Active Data, and
Written to SoR
will be permanently deleted when you click Run.
Associated processing history for AR Remittances under this SmartCustomer instance is removed and cannot be recovered via the UI.
What to do
Review the warning message carefully before proceeding.
If you want to preserve AR Remittances data:
Click Previous to re‑enable AR Remittances in the Settings step, or
Click Cancel (in the top‑right of the configuration flow) to exit without saving changes.
Only click Run if you are certain you want to:
Disable AR Remittances for this SmartCustomer instance, and
Permanently erase existing AR Remittances documents and history.
Run Confirmation Pop‑Up
After you click Run, SmartCustomer displays a confirmation pop‑up message.
(See Figure 3.)
Figure 3. Run Confirmation Message – AR Remittances
The message reads:
“After this SmartFlow runs, you can check the process details and status in the SmartCustomer from the menu.”
This confirms that:
Your SmartCustomer SmartFlow for AR Remittances has been started or updated, and
You should use the SmartCustomer menu to view process details and status (for example, via Documents, Customers, and other AR pages).
Options in the Pop‑Up
Do not show me this again
Select this checkbox if you no longer want this informational message to appear the next time you click Run for this SmartCustomer SmartFlow.OK
Click OK to close the pop‑up and return to the application.
After Clicking Run
Once the Run action is complete:
The SmartCustomer SmartFlow for AR Remittances is active with your latest configuration.
The application automatically redirects you to the SmartCustomer dashboard page, where you can begin monitoring AR activity.
From the dashboard and left navigation, you can:
Enroll customers on the Customers page, and
Monitor remittance processing in the Documents section and other AR views.
If AR Remittances has been disabled and you confirmed the warning, the module is turned off and existing AR Remittances data for this instance has been deleted.