M3 Financial Controller Workspace
The M3 Financial Controller Workspace supports the daily operations of financial controllers. The workspace improves productivity by providing access to all IPC processes that apply to this role through widgets, links, and monitoring tools. The workspace brings together financial monitoring, credit oversight, and commonly used finance functions in a single interface.
Before you use the workspace
This workspace uses standard configurable widgets such as M3 Information Monitor, M3 Information Viewer, and M3 Search & List. Because you can configure these widgets, you should treat the workspace as a template rather than a finished production workspace.
Before you use the workspace in production, create your own copy and make the required changes. Standard workspace updates can be delivered at any time and may overwrite changes made directly to the original workspace.
Widgets
This table shows the available widgets in the workspace:
| Widget | Description |
|---|---|
| My Day | Shows the current date, greeting, and user profile. |
| Overdue Sales Invoices more than 180 Days | Shows the distribution of sales invoices that are more than 180 days overdue by customer. You can quickly identify customers with the highest concentration of overdue invoices. |
| Where Am I Working | Shows the company or division in which you are working. You can switch to a different company or division. |
| On Your Radar | Shows assigned planned work requests and work orders. Select a card to view additional information. |
| On Your Radar Drilldown | Shows detailed records for a selected card from the On Your Radar widget. You can apply additional action to the selected record. |
| Upload Voucher | Uploads vouchers to the general ledger through extension files. |
| Customer Data | Shows contact information of customers. |
| Supplier Data | Shows contact information of suppliers. |
APIs used in the workspace
This table shows the APIs used in this workspace:
| Widget | Program | Transaction |
|---|---|---|
| Overdue Sales Invoices 180+ Days | ARS200MI | SearchInvoices |
| Customer Data | CRS610MI | SearchCustomer |
| Supplier Data | CRS620MI | SearchSupplier |
| On Your Radar | CRS610MI | SearchCustomer |
| On Your Radar | APS200MI | SearchSupInvoic |
| On Your Radar - Drilldown | CRS610MI | SearchCustomer |
| On Your Radar - Drilldown | APS200MI | SearchSupInvoic |
Tables used in the workspace
You must activate these tables within M3 Function Search to retrieve data:
- FSLEDG
- OCUSMA
- FPLEDG
- CIDMAS
Known limitations
The workspace has these limitations:
- Available in English only.
- Optimized for the four-column layout in OS Portal.