Accounts Receivable Customer Overview
The Accounts Receivable Customer Overview is an Experience Designer application that provides users with a summary of account receivable invoices organized by customers and payers. Users can view all open invoices, paid invoices, or the entire list of all invoices, and see invoices categorized by the number of days they are overdue.
User stories
Accounts receivable specialists can use the application at the customer level to focus on collecting recently overdue invoices for a specific customer. They can analyze overdue invoices, review collected payments by invoice, and review related credit notes. To view invoice details, select the invoice number link in any application tab. They can also review collected payments by invoice and related vouchers.
M3 Business Engine configuration
See the Components section for the specific configuration per component.
Application authorization
| Function or API transaction | Transaction | Information category | View |
|---|---|---|---|
| CRS610MI | GetFinancial | ||
| CRS610MI | GetBasicData | ||
| CRS610MI | SearchCustomer | To ensure this API works as expected, you must activate the OCUSMA table for search in M3 Function Search Administration. | |
| ARS251MI | LstExtraInfo | ||
| ARS200MI | LstInvoiceTrans | ||
| ARS200MI | SearchInvoices | To ensure this API works as expected, you must activate the FSLEDG table for search in M3 Function Search Administration. | |
| MNS100MI | LstDivisions |
How to use the application
The application can be used as a standalone application to search for customers or related payers. Alternatively, the application can be accessed from another application that opens the Accounts Receivable Customer Overview with preselected customer information, allowing work to continue on a specific customer.
Search and select
When a customer is selected from the left list by name, customer number, payer number, or related payer number, the relevant invoices are displayed in the grid view on the right.
View invoices related to a customer
The invoice list can display open invoices, paid invoices, or both. Open overdue invoices can also be viewed based on the number of days they are overdue. The user can select an invoice from any invoice list to review additional information directly below, including invoice‑specific payment information. Each invoice list can be sorted or filtered using search criteria to review specific invoices.
View invoice details
Detailed invoice information can be reviewed by selecting the invoice number in any invoice list. Selecting the invoice number link opens the Customer Invoice Display application.
Action
The user can use the action button in the upper‑right corner to open the selected invoice for further action.
Payment details
When an invoice is selected in the list, additional detailed information and payments are displayed below. The related payment voucher can be accessed directly by using the Display Voucher action in the related payments section.
Applications
| Application | Shortname |
|---|---|
| GL Voucher Display | M3GLVOD |
| Customer Credit Overview | M3CUCROV |
| Customer Overview | M3CUSTOVE |
Components
| Component | Component details |
|---|---|
| Application header |
Component ID: appHeader Purpose: Displays the application’s main header with navigation and division selection. M3BE data used: MNS100MI Data services used: Get_Division |
| Index list |
Component ID: IndexList_Customers Purpose: Provides a searchable and sortable list of customers. M3BE data used: CRS610MI Data services used: Search_Customers |
| 1-30 Days data grid |
Component ID: DataGrid_30daysGrid Purpose: Shows invoices overdue up to 30 days for the selected customer. M3BE data used: ARS200MI Data services used: Search_OverdueInvoice_30 |
| Additional Information data grid |
Component ID: DataGrid_AdditionalInformation30 Purpose: Displays additional AR information selected 30-day invoices. M3BE data used: ARS251MI Data services used: List_AddInfoPerInvoice_30 |
| Payments data grid |
Component ID: DataGrid_Payments30 Purpose: Lists payment transactions for selected 30-day invoices. M3BE data used: ARS200MI Data services used: List_Payments_30 |
| 31-60 days data grid |
Component ID: DataGrid_60daysGrid Purpose: Shows invoices overdue 31-60 days for the selected customer. M3BE data used: ARS200MI Data services used: Search_OverdueInvoices_60 |
| Additional Information data grid |
Component ID: DataGrid_AdditionalInformation60 Purpose: Displays additional AR information for selected 60-day invoices. M3BE data used: ARS251MI Data services used: List_AddInfoPerInvoice_60 |
| Payments data grid |
Component ID: DataGrid_Payments60 Purpose: Lists payment transactions for selected 60-day invoices. M3BE data used: ARS200MI Data services used: List_Payments_60 |
| 61-90 days data grid |
Component ID: DataGrid_90daysGrid Purpose: Shows invoices overdue 61-90 days for the selected customer. M3BE data used: ARS200MI Data services used: Search_OverdueInvoices_90 |
| Additional Information data grid |
Component ID: DataGrid_AdditionalInformation90 Purpose: Displays additional AR information for selected 90-day invoices. M3BE data used: ARS251MI Data services used: List_AddInfoPerInvoice_90 |
| Payments data grid |
Component ID: DataGrid_Payments90 Purpose: Lists payment transactions for selected 90-day invoices. M3BE data used: ARS200MI Data services used: List_Payments_90 |
| Over 90 days data grid |
Component ID: DataGrid_91daysGrid Purpose: Shows invoices overdue more than 90 days for the selected customer. M3BE data used: ARS200MI Data services used: Search_OverdueInvoices_91 |
| Additional Information data grid |
Component ID: DataGrid_AdditionalInformation91 Purpose: Displays additional AR information for selected 91+ days invoices. M3BE data used: ARS251MI Data services used: List_AddInfoPerInvoice_91 |
| Payments data grid |
Component ID: DataGrid_Payments91 Purpose: Lists payment transactions for selected 91+ days invoices. M3BE data used: ARS200MI Data services used: List_Payments_91 |
| Credit Notes data grid |
Component ID: DataGrid_CreditNotes Purpose: Lists all credit notes per payer. M3BE data used: ARS200MI Data services used: Search_CredtiNotesPerPayer |
| Customer Details form |
Component ID: Form_CustomerDetails Purpose: Displays detailed customer master data. M3BE data used: CRS610MI Data services used: Get_CustomerFinancialInfo |
| Credit Limit data grid |
Component ID: DataGrid_CreditLimits Purpose: Shows credit limits and credit group information for the customer. M3BE data used: CRS610MI Data services used: Get_CustomerFinancialInfo |
| All Invoices data grid |
Component ID: DataGrid_AllInvoices Purpose: Lists all invoices for the selected customer. M3BE data used: ARS200MI Data services used: Search_AllInvoices |
| Additional Information Data Grid |
Component ID: DataGrid_AdditionalInformation Purpose: Displays additional AR information for all invoices. M3BE data used: ARS251MI Data services used: List_AddInfoPerInvoice |
| Payments Data Grid |
Component ID: DataGrid_Payments Purpose: Lists payment transactions for all invoices. M3BE data used: ARS200MI Data services used: List_Payments_AllInvoices |
| Open Invoices Data Grid |
Component ID: DataGrid_Open Purpose: Lists all open invoices for the selected customer. M3BE data used: ARS200MI Data services used: Search_AllInvoices_Open |
| Paid Invoices data Grid |
Component ID: DataGrid_Paid Purpose: Lists all paid invoices for the selected customer. M3BE data used: ARS200MI Data services used: Search_AllInvoices_Paid |
Links and bookmarks
| Link ID | Type | Purpose |
|---|---|---|
| Link_Actions | M3 Automation | Opens 'Acc Receivable. Display' (ARS200) |
| Link_CustomerCreditOverview | M3 Bookmark | Opens the Customer Credit Overview application |
| Link_CustomerOverview | M3 Bookmark | Opens the Customer Overview application |
| Link_GLVoucherDisplay_30 | M3 Bookmark | Opens the modal app GL Voucher Display (M3GLVOD) |
| Link_GLVoucherDisplay_60 | M3 Bookmark | Opens the modal app GL Voucher Display (M3GLVOD) |
| Link_GLVoucherDisplay_90 | M3 Bookmark | Opens the modal app GL Voucher Display (M3GLVOD) |
| Link_GLVoucherDisplay_91 | M3 Bookmark | Opens the modal app GL Voucher Display (M3GLVOD) |
| Link_GLVoucherDisplay_AllInvoices | M3 Bookmark | Opens the modal app GL Voucher Display (M3GLVOD) |
Conditional styles
| Component | Condition name | Target field | Condition | Styling |
|---|---|---|---|---|
| Index list | Condition_20 | STAT | STAT=20 |
Text color: #1C7F49 - dark green Text weight: normal Icon: apply-rule Icon color: #1C7F49 - dark green |
| Index list | Condition_11 | STAT | STAT=11 |
Text color: #CD6200 - orange Text weight: normal Icon: alert Icon color: #CD6200 - orange |
| Index list | Condition_12 | STAT | STAT=12 |
Text color: #CD6200 - orange Text weight: normal Icon: alert Icon color: #CD6200 - orange |
| Index list | Condition_10 | STAT | STAT=20 |
Text color: #1C7F49 - dark green Text weight: normal Icon: apply-rule Icon color: #1C7F49 - dark green |
| Index list | Condition_90 | STAT | STAT=90 |
Text color: #DA1217 - red Text weight: normal Icon: rejected-outline Icon color: #C31014 - red |
| DataGrid_30daysGrid | Condition_RQV9CT | CINO | CINO=CINO |
Text color: #0054B1 - blue Text weight: normal Icon: launch Icon color: #0064D4 - blue |
| DataGrid_30daysGrid | Condition_QDFA71 | DUDT | DUDT=DUDT |
Text color: #DA1217 - red Text weight: normal Icon: calendar-cancel Icon color: #DA1217 - red |
| DataGrid_30daysGrid | Condition_V8YVMM | OCUA | OCUA>0 |
Background color: #FBE7E8 - light red Text color: #DA1217 - red Text weight: normal Icon: dollar-bill Icon color: #DA1217 - red |
| DataGrid_30daysGrid | Condition_V8YVMM | OCUA | OCUA<0 |
Text color: #0066D4 - blue Text weight: normal Icon: undo Icon color: #0066D4 - blue |
| DataGrid_60daysGrid | Condition_BFRF8P | DUDT | DUDT=DUDT |
Text color: #DA1217 - red Text weight: normal Icon: calendar-cancel Icon color: #DA1217 - red |
| DataGrid_60daysGrid | Condition_JB74TX | CINO | CINO=CINO |
Text color: #0064D4 - blue Text weight: normal Icon: launch Icon color: #0064D4 - blue |
| DataGrid_60daysGrid | Condition_WGVOLS | OCUA | OCUA>0 |
Background color: #FBE7E8 - light red Text color: #DA1217 - red Text weight: normal Icon: dollar-bill Icon color: #DA1217 - red |
| DataGrid_60daysGrid | Condition_WGVOL1 | OCUA | OCUA<0 |
Text color: #0066D4 - blue Text weight: normal Icon: undo Icon color: #0066D4 - blue |
| DataGrid_90daysGrid | Condition_WYVQOT | OCUA | OCUA>0 |
Background color: #FBE7E8 - light red Text color: #DA1217 - red Text weight: normal Icon: dollar-bill Icon color: #DA1217 - red |
| DataGrid_90daysGrid | Condition_KMJ4LC | CINO | CINO=CINO |
Text color: #0064D4 - blue Text weight: normal Icon: launch Icon color: #0064D4 - blue |
| DataGrid_90daysGrid | Condition_R46R39 | DUDT | DUDT=DUDT |
Text color: #DA1217 - red Text weight: normal Icon: calendar-cancel Icon color: #DA1217 - red |
| DataGrid_90daysGrid | Condition_WYVQO1 | OCUA | OCUA<0 |
Text color: #0066D4 - blue Text weight: normal Icon: dollar-bill Icon color: #0066D4 - blue |
| DataGrid_91daysGrid | Condition_BQ8779 | OCUA | OCUA>0 |
Background color: #FBE7E8 - light red Text color: #DA1217 - red Text weight: normal Icon: dollar-bill Icon color: #DA1217 - red |
| DataGrid_91daysGrid | Condition_SPQGD6 | DUDT | DUDT=DUDT |
Text color: #DA1217 - red Text weight: normal Icon: calendar-cancel Icon color: #DA1217 - red |
| DataGrid_91daysGrid | Condition_CHLIQY | CINO | CINO=CINO |
Text color: #0064D4 - blue Text weight: normal Icon: launch Icon color: #0064D4 - blue |
| DataGrid_91daysGrid | Condition_BQ8771 | OCUA | OCUA<0 |
Text color: #0066D4 - blue Text weight: normal Icon: undo Icon color: #0066D4 - blue |
| DataGrid_CreditNotes | Condition_QNUL4Y | CINO | CINO=CINO |
Text color: #0064D4 - blue Text weight: normal Icon: launch Icon color: #0064D4 - blue |
| DataGrid_CreditNotes | Condition_MVIWUA | OCUA | OCUA<0 |
Text color: #0066D4 - blue Text weight: normal Icon: undo Icon color: #0066D4 - blue |
| DataGrid_AllInvoices | Condition_MWG319 | CINO | CINO=CINO |
Text color: #0064D4 - blue Text weight: normal Icon: launch Icon color: #0064D4 - blue |
| DataGrid_AllInvoices | Condition_JVQR0M | DUDT | See app |
Background color: #FAFAFA - gray Text color: #DA1217 - red Text weight: normal Icon: calendar-cancel Icon color: #DA1217 - red |
| DataGrid_AllInvoices | Condition_JVQR0M | OCUA | See app |
Background color: #FBE7E8 - light red Text color: #DA1217 - red Text weight: normal Icon: dollar-bill Icon color: #DA1217 - red |
| DataGrid_AllInvoices | Condition_JVQR0M | OCUA | OCUA<0 |
Text color: #0066D4 - blue Text weight: normal Icon: undo Icon color: #0066D4 - blue |
| DataGrid_AllInvoices | Condition_JVQR0M | OCUA | OCUA=0 |
Text color: #1C7F49 - dark green Text weight: normal Icon: confirm Icon color: #1C7F49 - dark green |
| DataGrid_AllInvoices | Condition_JVQR0M | DUDT | See app |
Text color: #0066D4 - blue Text weight: normal Icon: calendar Icon color: #0066D4 - blue |
| DataGrid_Open | Condition_NCG4JC | CINO | CINO=CINO |
Text color: #0064D4 - blue Text weight: normal Icon: launch Icon color: #0066D4 - blue |
| DataGrid_Open | Condition_MXJ114 | OCUA | See app |
Background color: #E6F1FD - light blue Text color: #0066D4 - blue Text weight: normal Icon: dollar-bill Icon color: #0066D4 - blue |
| DataGrid_Open | Condition_MXJ115 | OCUA | See app |
Background color: #FBE7E8 - light red Text color: #DA1217 - red Text weight: normal Icon: dollar-bill Icon color: #DA1217 - red |
| DataGrid_Open | Condition_MXJ116 | DUDT | See app |
Background color: #FAFAFA - gray Text color: #DA1217 - red Text weight: normal Icon: calendar-cancel Icon color: #DA1217 - red |
| DataGrid_Open | Condition_MXJ116 | DUDT | See app |
Text color: #0066D4 - blue Text weight: normal Icon: calendar Icon color: #0066D4 - blue |
| DataGrid_Open | Condition_MXJ117 | OCUA | OCUA<0 |
Text color: #0066D4 - blue Text weight: normal Icon: undo Icon color: #0066D4 - blue |
| DataGrid_Payments30 | Condition_QCY65E | DTP5 | DTP5=DTP5 |
Text color: #0066D4 - blue Text weight: normal Icon: calendar-check Icon color: #0066D4 - blue |
| DataGrid_Payments60 | Condition_F41V2D | DTP5 | DTP5=DTP5 |
Text color: #0066D4 - blue Text weight: normal Icon: calendar-check Icon color: #0066D4 - blue |
| DataGrid_Payments90 | Condition_WYRMR9 | DTP5 | DTP5=DTP5 |
Text color: #0066D4 - blue Text weight: normal Icon: calendar-check Icon color: #0066D4 - blue |
| DataGrid_Payments91 | Condition_WCMT63 | DTP5 | DTP5=DTP5 |
Text color: #0066D4 - blue Text weight: normal Icon: calendar-check Icon color: #0066D4 - blue |
| DataGrid_Payments | Condition_FYBA7D | DTP5 | DTP5=DTP5 |
Text color: #0066D4 - blue Text weight: normal Icon: calendar-check Icon color: #0066D4 - blue |
| DataGrid_Paid | Condition_WT6M86 | CINO | CINO=CINO |
Text color: #0066D4 - blue Text weight: normal Icon: launch Icon color: #0066D4 - blue |
| DataGrid_Paid | Condition_HNAN1R | OCUA | OCUA=0 |
Text color: #1C7F49 - dark green Text weight: normal Icon: confirm Icon color: #1C7F49 - dark green |
| DataGrid_Paid | Condition_G79TJC | DUDT | DUDT=DUDT |
Text color: #0066D4 - blue Text weight: normal Icon: calendar Icon color: #0066D4 - blue |