Accounts Payable Controller Workspace

The 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.

This 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.

Hover over a bar line to show the total value of invoices and the name of the supplier 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.
On Your Radar Focuses on managing priority tasks.

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

  • Invoices for review: Displays 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.
  • Invoices due for payment: Displays 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.
  • New suppliers: Displays all suppliers tagged with status '10-Preliminary' that are created in the past 7 days.
  • 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.

For every card task, click Review to view a breakdown of records and identify tasks to address. Optionally, you may hide a card task by clicking the bell icon. When you review the available records, you may access these additional functionality through clicking Review or View All:

  • Select all or any records to export. Click Export to CSV.
  • Drill back into an M3 program by clicking a record with a working link.
    • Invoices for review, invoices due for payment, and stopped invoices matrices redirects to 'Acc Payable. Display' (APS200).
    • New suppliers matrix redirects to 'Customer. Open' (CRS610).
  • Search for a particular record.

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.
Quick Actions Displays all tasks that you perform frequently.

This widget shows these default tasks:

  • 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).
  • Supplier List Information: Displays a list of supplier contact information that you can use to connect to an active supplier.

    See Supplier List.

  • Supplier Creation: Provides a form for adding a supplier data into M3.

    See Supplier Creation.
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 more details.

See menu widget in the Infor OS User and Administration Documentation Library.
Item Details Use this widget to list down all items in M3.

See Item Details.
Alternate Supplier Visibility Displays the alternate suppliers available with their corresponding agreements based on your selected item.

See Alternate Supplier Visibility.

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 programs with their corresponding sorting order and table information all of which should be in active status:

Program Sorting order Table
APS200 1 FPLEDG
APS200 2 FPLEDG
CRS620 1 CIDMAS