Who this is for. AR and cash-application staff who decide whose payments AR Remittances writes, and admins who manage SmartCustomer. For AR Remittances, only the SuperAdmin role can open the list and its enrolment controls.
Availability. The Customers tab appears in every SmartCustomer console. The AR Remittances enrolment option appears when AR Remittances is turned on for the instance. AR Remittances runs only on Workday. See Roles and Access.
Overview
The Customers tab lists your customers, with their enrolment and their open balances. You enrol customers in AR Remittances here, from the list or from a customer's page. For the steps, see Enrol Customers in AR Remittances.
Customer hints are set from a document, not from this tab. See Customer Hints.
Customer list
The title counts the customers in the list. A line under the title can count the customer records added since a given date. Clear All Filters appears when a filter is set.
An Entity: select sits at the right of the page. Choosing an entity shows that entity's balances, in its currency. It also changes the order of the rows. The number of customers stays the same. The choice is not kept after you reload the page.
Table 1 lists the columns. The column set comes from your organization's configuration, and Edit Columns chooses which of them show. Hierarchy and Relaxed Matching Domains appear only where your organization uses those features.
Table 1. Customer list columns
Column |
Holds |
|---|---|
Customer Name |
The customer's name, which opens the customer page. |
Customer ID |
The customer's identifier, such as C-1001. |
Enrolled |
One icon for each function the instance runs, such as AR Helpdesk and AR Remittances. Hover an icon to see its tooltip, such as Enrolled in AR Remittances or Unenrolled from AR Remittances. |
Write to SoR |
The customer's write setting under Configurable at Customer Level. The column does not appear under Collaborative Mode. See Write to SoR. |
Hierarchy |
The customer's place in a customer hierarchy, or [None]. |
Active Disputes |
The number of active disputes for the customer. |
Open Balance |
A heading that spans seven columns, from Total Balance to Unapplied Payment. Between them are Current Balance and the age buckets 1-30 Days to 90+ Days. |
Unapplied Payment |
The amount of the customer's payments that is not yet applied. |
Unapplied Credit |
The amount of the customer's credits that is not yet applied. |
Next Scheduled Payment Date |
The date of the customer's next scheduled payment, or [N/A]. |
Next Scheduled Payment Amount |
The amount of that payment, or [N/A]. |
Oldest Invoice Age |
The age in days of the customer's oldest open invoice. It counts from that invoice's due date to the date of the customer data. Age (Days) on the Invoices tab counts to today instead, so the two can differ. |
Relaxed Matching Domains |
A value set for the customer, or [None]. Table 2 lists the toolbar control of the same name. |
Tags |
The customer's tags, or [None]. |
Toolbar
A search box and a row of icons sit at the right of the title. The icons carry no text, and the ones you see can depend on your role. Table 2 gives the tooltip of each, from left to right.
Table 2. Customer toolbar controls
Control |
Use |
|---|---|
Enroll or unenroll |
Enrols the selected customers in a function, or unenrols them. See Enrol Customers in AR Remittances. |
Relaxed Matching Domains |
Sets email domains for a customer. AR Collections and AR Helpdesk use them to recognise senders. They do not affect how AR Remittances matches remittances. |
Tag |
Adds tags to customers. The Tags column shows them. |
Filter Records |
Filters the list. |
Edit Columns |
Chooses which columns the list shows. |
Export Customers |
Exports the customer list as a CSV file. The file holds every customer that matches the current filters, in the columns the list shows. The export ignores the search box. Depending on your organization's settings, the file downloads at once or arrives in Downloads under the bell icon. |
Enrolment in AR Remittances
Each customer is enrolled or unenrolled separately in each function the instance runs. For example, a customer can be enrolled in AR Helpdesk and unenrolled in AR Remittances. To change enrolment, see Enrol Customers in AR Remittances.
A document's Customer Match Status has one of three values: Known, Unknown, or Unenrolled. The Documents list shows the same value as Customer Status. For what each value means, see Classification, Status and Confidence.
Whether the agent writes a customer's documents without review depends on the instance's Write to SoR setting. Under Configurable at Customer Level, you put customers in autonomous mode one by one, on the customer page. See Write to SoR.
You can check enrolment from a document too. On a document's details page, the Match with a Customer list marks each customer Enrolled or Unenrolled. For a customer who is not enrolled, the details page shows an Enroll button beside Customer Match Status. See Document Information.
Figure 1. The Customers list with the Enroll or unenroll popover open
Customer page
A customer's name opens the customer page. Its breadcrumb reads Customers and the customer's name. A Timezone toggle at the right offers Local and UTC.
Table 3 lists the parts of the page from the top.
Table 3. Parts of the customer page
Part |
Holds |
|---|---|
Enrollment |
One switch for each function the instance runs, and Save. See Enrol Customers in AR Remittances. |
Write to SOR |
An Autonomous switch, and Save. The switch puts the customer in autonomous mode. The row appears under Configurable at Customer Level, and not under Collaborative Mode. |
Related records |
Links to related pages:
|
Send Customer Linked Email |
A button for AR Helpdesk. This guide does not cover it. |
Customer Details |
Standard Fields and Extended Fields, then AR Aging. |
Notes |
Agent and User checkboxes with counts, a search box, and icons to add and filter notes. With no notes, or no note matching the search or a filter, it shows No Data To Display. |
Table 4 lists the standard fields.
Table 4. Standard fields on the customer page
Field |
Holds |
|---|---|
Customer Name |
The customer's name. |
Customer ID |
The customer's identifier. |
Customer Hierarchy |
The customer's place in a hierarchy, or [None]. |
Status |
The customer's status, such as Active. |
Customer Contacts |
The customer's contacts, or [None]. A plus icon sits beside the field name. Its tooltip reads Add Helpdesk Contacts. It adds AR Helpdesk contacts, which this guide does not cover. |
All Invoice Contacts |
The contacts for the customer's invoices, or --. |
Collections Agent |
The person in this role for the customer, or --. |
Sales Agent |
The person in this role for the customer, or --. |
Collections Manager |
The person in this role for the customer, or --. |
CSM |
The person in this role for the customer, or --. |
Disputes Count |
The number of the customer's disputes. |
Open Invoices |
The number of the customer's open invoices. |
Delegated to Auditoria |
A value such as No. It shows whether the customer is enrolled in AR Collections. It does not show enrolment in AR Remittances. |
Tags |
The customer's tags, or [None]. |
Extended Fields holds the fields configured for your organization. When there are none, it reads No Extended Fields.
AR Aging has its own entity select and a chart of the balance by age bucket. The buckets run from Current Balance to 90+ Days. Four totals follow the chart:
Open Invoices
Unapplied Credit Memo
Unapplied Payments
Total Balance Net of Unapplied Amounts