The Clarification Inbox (UI Guide)
This page describes the daily work interface in the Clarification module. Terms such as "Your Clarifications" / "Assigned to You" refer to the …
This page describes the daily work interface in the Clarification Module. Phrases such as "your clarifications" / "assigned to you" refer to the logged-in user.
Left Navigation (Inbox Tabs)
The clarification navigation displays live counters for each view, grouped into sections:
Needs Your Action
My Answer Pending — Clarifications assigned to you without an answer
My Review Pending — Your clarifications with an answer to be accepted or rejected
Conflicting Answers — Your clarifications with more than one open answer
Escalated to Me — Clarifications escalated to you / your team / your department
At Risk
Escalates Soon — escalates automatically within 7 days
Escalation Failed — escalated but without a valid recipient
Missing Assignees — active clarifications without assignees
Other
Restarts Soon, Recently Restarted, Recently Answered by Me, Assigned to Me, Reported to Me, All Clarifications
Below that: Bookmarks, dynamic links to Area / Business Unit / Team (your own only) and — with the Clarification Workflows permission — the Configuration (reasons, response templates, workflows).
Filter & Sort
The inbox is fully filterable — by workflow, response template, assignee, reporter, area/business unit/sales unit, team, escalation level, next action, status, date fields (due / escalated / resolved / …), customer balance, dunning level and more. Columns are configurable per user (see Reports & Exports) and sortable.
Bulk Actions
Select multiple clarifications using the checkboxes to:
Bulk Resolve (resolve multiple at once)
Bulk Restart (reopen multiple)
Group Clarifications (merge multiple into one clarification group)
Change Assignee in Bulk
Mark as Read / Unread
The Detail Page of a Clarification
An open clarification shows a page with a header area (status, escalation, and overdue badges, a Viewer button, a Watch button, the highlighted next-action button, and an options menu) and multiple tabs:
| Tab | Shows |
|---|---|
| Overview | the workspace (see below) |
| Accounts Receivable Cockpit | the visible documents and reconciliations of the customer, limited by the Pull-Scope of the workflow (see Clarification Workflows → Visibility in Accounts Receivable Cockpit) |
| Activity | the complete event log |
| Attachments | files attached to the clarification/group |
| Media Files / Document Comments | displayed if relevant |
The "Overview" Tab
Timeline — the position details, the original message/attachments, then a chronological history of events (replies, escalations, sent reminders, reminder stops, payments, added documents, etc.).
Info — contextual banners (add assignee, upcoming escalation, currently resolved, restart info, due date).
Actions — the interactive area: the reply form, additional reply, review submitted reply, resolve conflicts, or close/resolve controls — depending on the next action.
Comments — an internal discussion thread.
Tip: The next-action button in the header jumps directly to the appropriate control in the Actions area — the fastest way to work on a clarification.
Read / Unread / Closed
Each clarification tracks who viewed it and when. Unread clarifications (and those with new comments) show an indicator; you can filter by read / unread and sort by that.