Accounts Receivable homepage available

A pre-defined homepage for accounts receivable clerks, analysts, or managers is now available in Infor Ming.le. Each widget on the homepage is designed to assist users in monitoring accounts, performing tasks, and resolving issues.

The homepage includes these types of widgets:

  • Birst

    Shows a CloudSuite Distribution Analytics dashboard that contain role-based information. The individual widgets in the banner widget represent a Birst report. Click Explore to view the report in Birst.

  • ION

    Shows alerts for monitors and workflows that are set up by your system administrator in ION. Users can assign alerts to themselves and then mark them as complete.

  • Distribution SX.e

    Shows data from Distribution SX.e without opening the application.

These widgets are included on the homepage:

  • Accounts Receivable banner widget comprised of these widgets:
    • AR Invoice Aging Report
    • Top 5 Customers by AR Balance
    • Top 5 Delinquent Customers
  • Customer Lookup
  • Customer Open Orders
  • Customer Period Balance
  • Credit Hold Approval
  • Change of Credit Limit
  • New Customer Created
  • Invoice Processing Exception
  • Menu

See the Infor Distribution SX.e User Guide for information about each widget.

Feature activation

The Accounts Receivable homepage is available in the Page Catalog on the Homepage view in Infor Ming.le. To add the page to the Homepage view, the SX-AccountsReceivable security role must be assigned to a user's Infor Ming.le user record. Users who can sign in to more than one company must configure the lookup widgets to specify the company and user ID from which to retrieve the information.

To display alert and tasks in the ION widgets, the SXe_Accounts_Receivable group must be included on the distribution list for the related monitors, workflows, or activation policies in ION Desk. To view content in the ION widgets, the SXe_Accounts_Receivable group must be assigned to the user's Infor Ming.le user record. To view the Birst widgets, the SXBIRST-User role must be assigned to the user's Infor Ming.le user record.

See the Infor CloudSuite Distribution Configuration Guide.