1. Adding Due Date on A/C Credits API (Optional field)
A/R users can now send a due date on an account credit through the outbound payload of the account API. If no due date is sent through outbound, the transaction date will be the due date.
Navigation: AR Mgt. > Customer Account > A/C Credit
1. Navigate to AR Mgt.
2. Choose Customer Account
3. Click into A/C Credit
4. Select an invoice to view the due date
Sample JSON payload for Outbound REST API
Sample XML payload for Outbound REST API
2. Enhanced Paper App Upload in Workflow
Users can now upload a copy of their paper application at the end of the enhanced paper application workflow. In the past, users had to upload a copy of the paper app in the document/data tab post submission. This eliminates the need to do so, allowing users to upload a copy during the same process.
Navigation: Home > Log Request > Paper App > *Navigate to end of app*
To view the uploaded Paper Credit App: Home > Task Console > Credit Request > Credit Document/Data
3. Business Group Assignment - Advanced BG Linkage Option
When setting up a new Business Group Linkage, Admin users can now copy from one or more existing linkages. The current assignment of Multi-Group Responsibility at the user level will remain the same.
Navigation to create a new Business Group Linkage: Account Settings > Organization > Add Group Linkage
4. Ability to Exclude/Include individual Customer Accounts in IDM
Users can now exclude or include specific customer accounts as a pre-condition for Instant-Decision-Manager models. This allows users to dynamically adjust IDM rulesets based on existing customer transactions.
- Any accounts included in the IDM model will be the only ones that IDM triggers and approves.
- Any accounts excluded from the IDM model will not be eligible for auto-approval of any requests.
Navigation: Account Settings > Credit Policy > IDM > Add IDM
Users can add customer accounts under the preview or edit function by selection "View All"
The selected customer accounts will then either be included or excluded from the IDM model.
5. Ability to notify sales rep on Credit Review
Credit users can now choose to notify the assigned sales rep when submitting a credit review.
Note: The sales rep notification setting will default to no if the supplier has Ops Units on Credit Review enabled. If yes is selected, the assigned rep will be notified based on their settings at the user level and in ops management.
Note: Sales reps will not be notified during setup, only after a decision has been made.
Navigation: Log request > Cr Limit/ Term Review
6. Limit AR Manager to only their Assigned Collection Units
AR Managers can now only see their assigned collection units within their AR Management task queue.
Navigation: AR. Mgt > Collections Units