TABLE OF CONTENTS

Logging into SCView application

General Navigation

ARI Site Settings

• How to access the ARI Site Settings
• Add New ARI Site Settings
• Payment Terms
  • Create a new Payment Term
  • Edit an Existing Payment Term
  • Delete an Existing Payment Term
• Manage Customers
  • Create a new Customer
  • Edit an Existing Customer
  • Delete an Existing Customer
  • Import Customers
• Manage Remit Address
  • Create a new Remit Address
  • Edit an Existing Remit Address
  • Delete an Existing Remit Address

Please CLICK HERE on how to log into the SCView application.

Please CLICK HERE for information on the General Navigation.

ARI Site Settings

How to access the ARI Site Settings

Step 1: Select Admin > Site Settings > ARI.

Step 3.1: Fill out the below fields, if and when it is required under the “Invoices” Tab. 

• Force Uppercase: When enabled it allows for all entries to be capital letters for readability purposes. 
  

• Auto Invoice No: Tick on the checkbox, if the user wants to generate a unique invoice number automatically to each invoice that has been issued. 
  
  
• Show Prefix: Tick on the checkbox, if the user wants to show the prefix on the invoice. 
• Require Prefix: Tick on the checkbox, if it is required to have a prefix on the invoice. 
• Require Account No: Tick on the checkbox, if it is required to enter the account number. 
• Custom Due Date: Tick on the checkbox, if it is required to have a due date that can be customized. 
• Auto-fill Recipient from Vendor: Tick on the checkbox, if the user wants to fill out the recipient details after selecting the appropriate vendor. 
• Default Vendor Address: Click on the dropdown list and choose the appropriate mail ID that would be set as the default customer mail ID. 
• Recipient Required: Tick on the checkbox, if it is required to have a recipient. 
• Enable Aging Report Filtering: Tick on the checkbox, if it is required to filter the aging reports. Note: Enable Aging Report Filtering downloads a report that shows all Invoices with their due dates labeling which Invoices that are past due.
• Keep Account Between Lines: Tick on the checkbox, if it is required to keep account between lines. Note: If the user has added multiple lines, then he/she doesn’t require to keep adding the account code if it’s the same as the previous line. 
• Last Invoice Number: Enter the Last Invoice Number on the textbox. 
• Line-Item Info: Enter the Line-Item Info in the textbox. 
• Prefix List: Enter the prefix that the user would like to add in front of the invoice. 

Payment Terms

Create a new Payment Term

Step 1: Click on the New hyperlink to create a new Payment Term.

Step 2: Fill out the below fields, if and when it is required. 

• Days Until Due: Enter the number of days when the payment term is due in the textbox. 
• Terms: Enter the payment term name in the textbox. 
• Default: Click on the checkbox if you require to appear this particular payment term as default. 

Step 3: Click on the Save icon to save the new payment term.

OR

Click on the reverse icon to prevent a new payment term from being added. 

Step 1: Enter the keywords of the payment term who requires to be edited on the search bar and it will automatically display the results based on the entered keywords. 

Step 2: Select the row and click on the Edit hyperlink.

Step 3: Make the necessary changes and click on the Update hyperlink to add the new changes made to existing payment term else click on the Cancel button to cancel the changes.

Step 1: Enter the keywords of the payment term who requires to be deleted on the search bar and it will automatically display the results based on the entered keywords. 

Step 2: Select the row and click on the Delete hyperlink.  

Step 1: Click on the Manage Customers button.

Step 1: Click on the New hyperlink to create a new customer.

Step 2: Fill out the below fields, if and when it is required. 

• Vendor No: Enter the unique customer ID in the textbox. 
• Name: Enter the customer’s name in the textbox. 
• Name 2: If the customer has another name, enter the second customer’s name in the textbox. 
• Order Email: Enter the Order Email ID in the textbox. Note: The Order Email usually populates based on the USAS.
• Payment Email: Enter the Payment Email ID in the textbox. Note: The Payment Email usually populates based on the USAS.
• AR Group Email: Enter the AR Group Email ID in the textbox. Note: If the email is required to be sent out to more than one user, then the AR Group Email aids in configuring multiple Emails IDs. 
• Notes: Enter the Customer Notes in the Textbox. 
• Type: Enter the Type in the Textbox. 
• Address: Enter the Customer’s address in the Textbox (for instance: Building Number and Street/Road name). 
• City: Enter the Customer’s City in the Textbox.
• State: Enter the Customer’s State in the Textbox. 
• Zipcode: Enter the Customer’s Zipcode in the Textbox. 
• Phone: Enter the Customer’s Phone in the Textbox. 

Step 3: Click on the Update button if a new customer is required to be created by adding all the required fields.

OR

Click on the Cancel button to cancel the new customer from being added to the system.  

Step 1: Enter the keywords of the Customer who requires to be edited on the search bar and it will automatically display the results based on the entered keywords. 

Step 2: Select the row and click on the Edit hyperlink.

Step 3: Make the necessary changes and click on the Update hyperlink to add the new changes made to existing Customer else click on the Cancel button to cancel the changes.

Step 1: Enter the keywords of the User who requires to be deleted on the search bar and it will automatically display the results based on the entered keywords. 

Step 2: Select the row and click on the Delete hyperlink.  

Step 1: Click on Import button.

Step 2: Click on the Select CSV or XLSX file button and select the appropriate excel sheet with all the jobs OR drop a file from the desktop. 

Step 3: Click OK button. 

Step 1: Click on the Remit Address button. 

Step 1: Click on the Add icon to create a new Remit Address.

Step 2: Fill out the below fields, if and when it is required. 

• Name 1*: Enter the address name in the textbox. Note: This field is compulsory. 
• Name 2: Enter the second address name in the textbox. 
• Address 1*: Enter the address in the Textbox (for instance: Building). Note: This field is compulsory. 
• Address 2: Enter the address in the Textbox (for instance: Street/Road name).
• Address 3: Enter the address in the Textbox (for instance: Street/Road name).
• City*: Enter the City in the Textbox. Note: This field is compulsory. 
• State*: Enter the State in the Textbox. Note: This field is compulsory. 
• Zipcode*: Enter the Zipcode in the Textbox. Note: This field is compulsory. 
• Phone: Enter the Phone in the Textbox. 
• Fax: Enter the Fax in the Textbox. 
• Email: Enter the Email in the Textbox.

Step 3: Click on the Save button if a new remit address is required to be created by adding all the required fields.

OR

Click on the Cancel button to cancel the new remit address from being added to the system.  

Edit an Existing Remit Address

Step 1: Enter the keywords of the Remit Address who requires to be edited on the search bar and it will automatically display the results based on the entered keywords. 

Step 2: Select the row and click on the Edit hyperlink.

Step 3: Make the necessary changes and click on the Save button to add the new changes made to existing Remit Address else click on the Cancel button to cancel the changes.

Step 1: Enter the keywords of the Remit Address who requires to be deleted on the search bar and it will automatically display the results based on the entered keywords. 

Step 2: Select the row and click on the Delete hyperlink.  

Step 3.2: Click on the Apply Button