Access the AR Mapping page

Written by Uday Kumar Updated

Overivew 

Use the AR Mapping page in SmartCustomer to view, create, and manage AR Remittance Mapping configurations for customers.

Before you begin

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

  • ERP
  • Entity
  • Mailbox

These selections determine the working context for your AR Mapping activity.

Navigate to the AR Mapping page

To open the AR Mapping page:

  1. In the left sidebar, select SmartCustomer.

  2. In the top horizontal navigation bar, click AR Mapping

You are taken to the AR Mapping page.

Figure 1. Navigating to the AR Mapping Page

What you see on the AR Mapping page

The AR Mapping page displays a list of existing mappings and tools to create or manage them.

Mapping list

The main grid shows existing mappings with details such as:

  • Mapping Name
  • Customer Name
  • Status

Create a new mapping

In the upper-right area of the page, use the Create a new mapping dropdown to select a customer and begin creating a new mapping.

Filter Mappings

Use the Filter Mappings search box to find an existing mapping more quickly.

Available actions

Depending on whether mappings already exist, you may see actions such as:

  • Edit
  • Delete

If No Mappings Exist

If no mappings have been created yet, the page displays an empty state such as:

  • No AR Mappings Available

You can still create a new mapping by selecting a customer from the Create a new mapping dropdown.

Create a new mapping from this page

To start a new mapping:

  1. Open the Create a new mapping dropdown
  2. Select the customer
  3. The system opens the Personalize Mapping page for that customer

From there, you can upload a sample remittance file and configure the mapping.

Next step

To continue, see Create an AR Remittance Mapping.