Accounts Receivable Controller Workspace

Hover over a bar line to show the total value of overdue and outstanding invoices in a tooltip. You can click a bar line to drill down. On the records page, right-click a record and select Open to perform a drillback to M3.

See M3 Information Viewer.

Hover over a chart section to show the order value that is not invoiced and its respective payer in a tooltip. Click a section from the chart to perform a drill down. On the records page, right-click a record and select Open to perform a drillback to M3.

See M3 Information Viewer.

This widget contains matrices that open card tasks in the Required Actions widget:

• Payment reminders: Displays the total count of outstanding invoices that are grouped based on the number of payment reminders set for each invoice using the RMQT field and stopped invoices.
• Review AR balances and aged invoices: Displays the total count of invoices that are sent in the last thirty days, invoices that are overdue with a maximum of thirty days from the current date, open invoices that range from thirty to ninety days old from the current date, and invoices that are high risk and are older than ninety days.
• Open credit notes: Displays the total count of open credit notes.
• Customer data - action required: Displays the total count of customers that are tagged with status 10, customers with credit blocked value set between 1 and 3, customer invoices with payment reminders that are stopped, and tickler notes for each payee. The tickler note can either be description of action items, reminders, or a brief note from a discussion with a customer.

On the Required Actions widget, clicking View All provides you a single view of all records in tabular format. Whereas, clicking View snooze list enables you to show the list of hidden card tasks. From the list, you can return a hidden card task on the main widget display by clicking Unsnooze.

Displays all tasks that you perform frequently

This widget shows these default tasks:

• Update tickler information: Shows the list of customers with available tickler notes or customer feedback that you can update.
• Update customer information: Shows a list of customers and their corresponding details which you can update. Customer details for this workspace are related to finance or general ledger, for example supplying values for VAT, cash discount terms, and credit limit. After saving the record, a message is displayed with the customer ID which you can click to perform a drillback to M3 where the customer record is stored.
• Where am I working: Use this option to check in at the current location where you are working. The checked in location is updated in the user profile in 'User. Open' (MNS150).

  See Where am I working.

See menu widget in the Infor OS User and Administration Documentation Library.

Use this widget to get the contact information of customers who are registered in M3 through 'Customer. Open' (CRS610). When you access the widget, it displays records linked to the logged-in user. You can browse through the customers, each showing their corresponding number, name, and associated contact information.

See Customer Contacts.

See Available to Spend.