Available to Spend

Use this widget to know the credit limit information and the risk values of a particular customer.

Using the widget can give you these statuses:
  • Exceeded: The amount spent is greater than the credit limit.
  • Good: The amount spent is lower than the threshold limit.
  • Cautious: The amount spent is greater than the threshold limit but is less than the credit limit.

    The threshold limit is set to 80% by default but you can modify it when necessary.

You can also drillback to 'Customer Credit Limit. Open' (CRS315), drillback to your customized URL, or drillback to an additional M3 program based on your configuration.

Prerequisite

Ensure that the Customer Contacts widget is added along with the Available to Spend widget from the widget catalog on your homepage or workspace. The Available to Spend widget retrieves data based on your selected customer from the Customer Contacts widget.

Note: Workspace is only available in Infor OS Portal.

APIs used in the widget

The Available to Spend widget requires application program interfaces (APIs) that retrieve and display the appropriate data.

This table shows details about M3 APIs available in this widget:
Program Transaction
CRS610MI GetBasicData
CRS610MI GetFinancial
CRS610MI GetOrderInfo
CRS610MI SearchCustCred

See information about testing and running an API and its corresponding transaction in the M3 Core User and Administration Library (Cloud).

Infor Business Context (IBC) messages

The Available to Spend widget receives these Infor Business Context (IBC) messages either from the Customer Contacts widget or from Infor M3:
  • InforCustomerPartyMaster
  • InforBilltoPartyMaster
  • InforAgreementCustomer