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.

The Accounts Payable Controller Workspace contains these widgets:
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 More (…) > Change Input. 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 Open, the widget performs a drillback to 'Acc Payable. Display' (APS200).

See M3 Information Viewer.
On Your Radar Focuses on managing priority tasks. The widget comprises of data and tasks that you can address:
  • Invoices for review: Shows invoices that are pending for review for the current user where due date is either set as past 7 days or the next additional 7 days from the current date. When you click this tile, the widget performs a drillback to 'Acc Payable. Display' (APS200).
  • Invoices due for payment: Shows invoices that are approved and pending for payment where due date is either set as past 7 days or the next additional 7 days from the current date. When you click this tile, the widget performs a drillback to 'Acc Payable. Display' (APS200).
  • New suppliers: Shows all suppliers who are tagged with status '10-Preliminary' that are created in the past 7 days. When you click this tile, the widget performs a drillback to 'Supplier. Open' (CRS620).
  • Stopped invoices: Shows the number of invoices that are stopped for payment where due date is either set as past 7 days or the next additional 7 days from the current date. When you click this tile, the widget performs a drillback to 'Acc Payable. Display' (APS200).

See M3 Information Monitor.
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

This table shows the APIs used in varying widgets for this workspace:
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