M3 Accounts Receivable Controller Workspace

This workspace supports Accounts Receivable Controllers in their daily operations and improves productivity. All IPC processes associated with this role are accessible from this workspace through widgets, links, and monitoring tools.

The workspace also shows credit tracking information, including the remaining credit for each customer in a graphical format. You can access detailed insights by using the drill‑down capabilities. This monitoring supports proactive account management and helps prevent customers from exceeding credit limits.

The Days Outstanding view calculates the average time that customers take to pay invoices. This view is an indicator of potential issues and supports cash flow management for more effective oversight of customer debt.

Widgets

This table shows the widgets that you use to perform the required tasks in the workspace.

Widget Description
My Day Provides a personalized greeting and a productivity summary for the Accounts Receivable Controller role to orient users to key workspace functions.
Top 10 - Outstanding Debt & Overdue Amount Displays the top ten customers with outstanding debt and overdue amounts. This information supports the prioritization of collection activities.
Order value not Invoiced Shows orders with value that is not invoiced. This view supports reconciliation between order and invoicing processes.
On Your Rader Shows monitoring groups that include critical accounts receivable items, such as payment reminders, overdue invoices, open credit notes, unapproved customers, and tickler notes. This information supports proactive management.
On Your Radar - Drilldown Provides drilldown options for monitored items to support detailed investigation of specific invoices, customers, and tickler notes.
Important Links Provides shortcuts to accounts receivable processes, reports, and tools for efficient access to frequently used applications.
Customer Data Provides customer search and lookup functions to retrieve customer master data, payer details, and contact information.
Customer Contacts Displays customer contact records and related filters to support communication and relationship management.
Available to Spend Displays customer credit availability indicators and threshold alerts to support credit control decisions.
Perform Regular Routines Provides shortcuts for routine operational tasks and restart procedures to support recurring maintenance activities.
Update Tickler notes Provides retrieval and update options for tickler notes by using dedicated search and update actions. This view supports the management of reminders and related metadata.
Where Am I Working Displays the user’s work context and navigation aids to maintain task continuity within the workspace.
Enable Customer Payments Provides links to payment creation, reconciliation, and related configuration screens to support customer payment processing.
Enable Direct Debits Provides shortcuts for creating and maintaining direct debit agreements and related setup tasks to support automated collections.
Enable Invoice to Reminders Provides links for configuring invoice‑to‑reminder workflows and maintaining reminder templates to support the collections process.

APIs used in the workspace

This table shows the APIs used in this workspace:

Widget Program Transaction
On Your Radar - Drilldown ARS200MI SearchInvoices
On Your Rader ARS200MI SearchInvoices
Order value not Invoiced CRS610MI SearchCustCred
Top 10 - Outstanding Debt & Overdue Amount CRS610MI SearchCustCred
Customer Data CRS610MI SearchCustomer
On Your Radar - Drilldown CRS610MI SearchCustomer
On Your Rader CRS610MI SearchCustomer
On Your Radar - Drilldown RMS440MI SearchTickleNot
On Your Rader RMS440MI SearchTickleNot
Update Tickler notes RMS440MI SearchTickleNot
Update Tickler notes RMS440MI UpdTickleNote

Tables used in the workspace

You must activate these tables within M3 Function Search to retrieve data:
  • FSLEDG
  • OCUSMA
  • FCRMTN
  • FCRMHD
  • FCRMTN