Manage AR Remittance Mappings

Written by Uday Kumar Updated

Overview

Use the AR Mapping page in SmartCustomer to view, search, filter, sort, edit, and delete saved AR Remittance Mappings.

Once a mapping is created, it appears in the AR Mapping list and can be maintained as customer remittance formats change over time.

Before You Begin

Make sure you are signed in to SmartCustomer and have selected the appropriate:

  • ERP
  • Entity
  • Mailbox

Then open the AR Mapping page from the top navigation bar.

Figure 1. AR Mapping Page

View Saved Mappings

The AR Mapping page displays a list of saved mappings.

The list includes the following columns:

Table 1. Mapping List Columns

Column Description
Mapping Name The name assigned to the remittance mapping configuration. This helps identify and distinguish one mapping from another in the AR Mapping list.
Customer Name The customer associated with the mapping. This indicates which customer’s remittance file format the mapping is configured for.
Status The current state of the mapping. The status helps indicate whether the mapping is ready for use, still in progress, or needs review.

Mapping Statuses

A mapping may display one of the following statuses:

Table 2. Mapping Statuses

Status Description
Active The mapping is saved and available for use.
Draft The mapping has been created but is not yet finalized.
Ready For Preview The mapping has been configured enough to be reviewed in Preview before it is finalized or saved for use.
Duplicate File Upload The uploaded sample file appears to duplicate a previously uploaded file or mapping attempt.
Pending The mapping is still in progress or waiting for the next step before it can be completed.

These statuses help you identify which mappings are ready for use, which still need review, and which may require corrective action.

Figure 2. Mapping Statuses

Search for Mappings

Use the Filter Mappings search box to search for a mapping by name or customer.

This is useful when you want to quickly narrow the list without opening the full filter options.

Figure 3. Search for Mappings

Filter and Sort Mappings

Use the filter controls on the AR Mapping page to narrow and organize the list of mappings.

Click the Filter icon to display filter fields for the available columns.

Table 3. Filter Fields

Filter field Description Example operator Example use
Mapping Name Filters mappings by the mapping name. contains Find mappings whose names include AIBI, Draft, or other text values.
Customer Name Filters mappings by the associated customer name. contains Find mappings for a specific customer, such as AIBI, LexMedia, or 001_SuperAI.
Status Filters mappings by mapping status. in Show mappings with a status such as Active, Draft, Ready For Preview, Duplicate File Upload, or Pending.

How to filter mappings

  1. On the AR Mapping page, click the Filter icon.
  2. In the filter row, select the operator for the field you want to filter.
  3. Enter or select the filter value.
  4. Review the filtered results in the mapping list.

How to sort mappings

When the filter controls are available, you can also sort the list by clicking a field name.

You can sort by:

  • Mapping Name
  • Customer Name
  • Status

Click the field name to sort the list. Click it again to reverse the sort order, if available.

When filtering and sorting are useful

Use filtering and sorting to:

  • find mappings for a specific customer
  • group mappings by Status
  • identify mappings that are still in Draft, Pending, or Ready For Preview
  • organize mappings alphabetically by mapping name or customer name

Figure 4. Filter and Sort Mappings

Create a New Mapping

You can create a new mapping directly from the AR Mapping page.

  1. Open the Create a new mapping dropdown.
  2. Select the customer.
  3. Continue through the mapping setup flow.

Figure 5. Create a new mapping

For detailed instructions, see Create an AR Remittance Mapping.

Edit a Mapping

Edit a mapping when:

  • a customer changes their remittance file format
  • a worksheet layout changes
  • a field was mapped incorrectly
  • additional fields need to be captured
  • preview results show that a correction is needed

To edit a mapping

  1. On the AR Mapping page, find the mapping in the list.
  2. Click Edit.
  3. Update the mapping as needed.
  4. Use Preview to validate the updated mapping.
  5. Save the changes.

When to edit instead of creating a new mapping

Edit an existing mapping when the customer is still using the same general remittance format and you only need to make adjustments.

Create a new mapping when the customer begins sending a meaningfully different format that should be maintained separately.

Figure 6. Edit a mapping

Delete a mapping

Delete a mapping only if it is no longer needed or was created in error.

To delete a mapping

  1. On the AR Mapping page, find the mapping in the list.
  2. Click Delete.

Caution: Deleting a mapping removes it from the list of available mappings. Make sure the mapping is no longer required before deleting it.

Figure 7. Delete a mapping

Review Mapping Details from the List

The AR Mapping list helps you quickly understand:

  • which mappings already exist
  • which customer a mapping belongs to
  • whether the mapping is in Active, Draft, Ready For Preview, Duplicate File Upload, or Pending status

This is useful when deciding whether to create a new mapping, update an existing one, or review mappings that are not yet complete.

Common Management Tasks

Task: Find out whether a customer already has a mapping

Go to the AR Mapping page and search for the customer using Filter Mappings, filters, or sorting.

Task: Review mappings that still need attention

Filter or sort by Status to find mappings that are in Draft, Ready For Preview, Duplicate File Upload, or Pending status.

Task: Correct a mapping after a preview issue

Click Edit, update the field selections, preview again, and save.

Task: Remove an old or incorrect mapping

Click Delete for the mapping you want to remove.

Task: Add a mapping for a new customer

Use Create a new mapping and complete the mapping flow.

Result

You can use the AR Mapping page to maintain customer remittance mappings over time, ensuring that new and updated remittance formats continue to be processed correctly.