Accounts Payable Controller Workspace
An accounts payable controller manages a team of accounts payable clerks. Together, they manage the financial relationship with suppliers; ensuring timely and accurate payments, monitoring financial health, and maintaining good relationships with them. This helps ensure a continued supply of products necessary to keep supply chain moving and minimizes the financial risk to the organization.
This role focuses on helping new suppliers assess their financial statements regularly. An accounts payable controller prepares the analysis of accounts and produces monthly reports to ensure that the executive team has a clear picture of liabilities from which they can make investment decisions. This role investigates ways to streamline the payment process, for example reducing manual steps, to ensure invoices and queries are processed timely without requiring additional headcount.
Widget | Description |
---|---|
My Day | Displays the current date, greeting message, and the user's icon with first name. |
Top Suppliers | Presents the top suppliers with the most number of invoices specific to a preconfigured period, for example past 180 days from the current date, which can be changed when you amend the search query by navigating to | . When you click a bar line, this widget shows the payee ID and the invoice count. Additionally, when you right-click the widget and select , the widget performs a drillback to 'Acc Payable. Display' (APS200).
On Your Radar | Focuses on managing priority tasks. The widget comprises of data and tasks that
you can address:
|
Quick Actions | Update Supplier Information: Shows the list of suppliers where you can update supplier details by selecting a particular record. After saving the record, a message is displayed with the supplier ID which you can click to perform a drillback to 'Supplier. Open' (CRS620). |
Important Links | Provides direct access to preconfigured programs in the Infor M3 application.
This widget shows default links that drill back to M3 where you can view details
about supplier rebates, accounts payable invoices for review, reports, and supplier
credit or debit notes. See menu widget in the Infor OS User and Administration Documentation Library. |
APIs used in the workspace widgets
Widget | Program | Transaction |
---|---|---|
Top Suppliers | APS200MI | SearchSupInvoice |
On Your Radar Invoices for review |
APS200MI | SearchSupInvoic |
On Your Radar Invoices due for payment |
APS200MI | SearchSupInvoic |
On Your Radar New supplier |
CRS620MI | SearchSupplier |
On Your Radar Stopped invoices |
APS200MI | SearchSupInvoic |
Quick Actions Update Supplier Information |
CRS620MI | SearchSupplier |
Quick Actions Update Supplier Information |
CRS620MI | GetBasicData |
Quick Actions Update Supplier Information |
CRS620MI | UpdSupplier |
Quick Actions Update Supplier Information |
CRS030MI | LstVat |
Quick Actions Update Supplier Information |
CRS650MI | LstByCode |
Quick Actions Update Supplier Information |
MNS150MI | GetUserData |
Programs and sorting orders used in the workspace
The drillback functionality in some of the workspace widgets require specific configuration for filtering the correct data in Infor M3. When you perform a drillback to any program, for example (OIS301), check for the Function Search query. If the Function Search is disabled, you must create a record by specifying a combination of program, sorting order, and table for the search on 'Standard Search. Open' (CMS021/B).
This table shows the widgets and the required values to create a record in search:
Program | Sorting order | Table |
---|---|---|
APS200 | 1 | FPLEDG |
CRS620 | 1 | CIDMAS |