SOA Chaser
Summary of changes:
We are pleased to announce the release of the SOA (Statement of Account) Chaser Application, designed to streamline and automate the process of requesting updated supplier statements. This tool enhances accuracy, improves follow-ups, and reduces manual effort across the Accounts Payable workflow.
Roles Impacted:
There are separate group of privilege which will be added to users based on request.
Value this change will add:
Key Features & Functionality
  1. Chaser Creation by Accounts Payable Team
• AP users can create chasers for suppliers directly within the application.
• Users can define the frequency of chasers, including:
o Daily
o Weekly
o Fortnightly
o Monthly
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  1. Approval Workflow
• Each chaser follows a two-level privilege structure:
o Chaser Submitter – creates and submits the chaser & can edit his/her own caser before “in-approval” status.
o Chaser Submitter & Edit - creates and submits the chaser & can edit all chasers before “in-approval” status
o Chaser Approver – reviews and approves the chasers only.
o Chaser Event Approvers – can approve only the occurrences/events created once a chaser is approved.
• During creation, users can select whether chaser events require approval or should be automatically activated.
3.
Automated Chaser Events (Occurrences)
Once approved, the system automatically generates chaser events based on the selected frequency.
Event Scheduling Rules:
• Weekly & Monthly Chasers:
Require a minimum 48-hour gap between the chaser creation date and the first event occurrence.
• Daily Chasers:
Require a minimum 24-hour gap before the first event is triggered.
This ensures adequate time for reviews and avoids unintended immediate chaser dispatches.
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  1. Automated Notifications
• The approvers are notified whenever a chaser is submitted.
• Once approved, the chaser events begin triggering emails to suppliers as scheduled.
Assumptions and Limitation:
• Chaser with Daily occurrence created today will have its first occurrence after 24 Hrs.
o As the default time for Chaser with Daily frequency is of 24 Hrs
• Similarly, the chasers with Weekly and Monthly frequency if created today then its occurrence will appear 48 Hrs before the planned day or Date.
o As the default time foe chaser with Monthly of weekly chaser is of 48 Hrs.
• Approved chasers can only be edited by users with Approval role.
• Chaser App have separate group of privileges which needs to be assigned to the team, before they can start using this app.
Impact
:
This is a new application and does not have any effect on existing functionality payment list.
Support
:
In case of any queries related to this change or any issues faced moving forward, please contact us on productsupport@wenodo.com
Also, for adding access to internal accounting team, product support team requires approvals from Team leads.