Available to Spend
Use this widget to know the credit limit information of a particular customer.
Note: Available to spend depends on the Customer Contacts widget if used as
a homepage or workspace widget, or on M3 if used as a context widget. Ensure that the
Customer Contacts widget has been added along with the Available to Spend widget from the
widget catalog on Homepage or Workspace.
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.
APIs used in the widget
The Available to Spend widget requires application program interface (API) to retrieve data from M3 and vice versa.
This table shows details about M3 APIs available in this widget:
| Program | Transaction |
|---|---|
| CRS610MI | GetBasicData |
| CRS610MI | GetFinancial |
| CRS610MI | GetOrderInfo |
To use and test the API, see procedure about Running of MI Transaction in Infor M3 Core Infrastructure and Technology User Guide.
Infor Business Context (IBC) messages
This widget retrieves data upon receiving these IBC messages either from Customer Contacts widget or from M3:
- InforCustomerPartyMaster
- InforBilltoPartyMaster
From M3: When an M3 program publishes the above IBC messages, this widget receives the messages and retrieves the respective M3 APIs which return and display the appropriate data of a specific customer or payer.
From Workspace: When the Customer Contacts widget publishes the above IBC messages, this
widget receives the messages and retrieves the respective M3 APIs which return and display
the appropriate data of a specific customer or payer.
Note: Workspace
is only available in Infor OS Portal.