Credit Control
Document Management configuration
- Displaying open customer invoices. This link uses the Customer Invoice document type and the Invoice Number attribute. (/M3_CustomerInvoice[@M3_InvoiceNumber = “”]).
- Displaying all customer invoices. This link uses the Customer Invoice document type and the Invoice Number attribute. (/M3_CustomerInvoice[@M3_InvoiceNumber = “”]).
- Displaying open customer order confirmations. This link uses the Order Confirmation document type and the Order Number attribute. (/M3_OrderConfirmation[@M3_OrderNumber = “”]).
- Displaying open maintenance customer orders. This link uses the Order Confirmation document type and the Order Number attribute. (/M3_OrderConfirmation[@M3_OrderNumber = “”]).
- Displaying open rental agreements. This link uses the document type Document. (/MDS_GenericDocument[@RESOURCENAME = “”]).
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Displaying stopped customer orders. This link uses the Order Confirmation document type and the Order Number attribute. (/M3_OrderConfirmation[@M3_OrderNumber = “”]).
- Displaying stopped maintenance customer orders. This link uses the Order Confirmation document type and the Order Number attribute. (/M3_OrderConfirmation[@M3_OrderNumber = “”]).
- Displaying stoppped rental agreements. This link uses the document type Document. (/MDS_GenericDocument[@RESOURCENAME = “”]).
The IDM links are based on the standard configuration of IDM. For the links to work correctly, check or reconfigure the links in each new environment in which the Credit Control application is installed to adjust the links to your requirements.
See information on specific component configurations in Components.
Application Authorization
You must be authorized to access and run the Experience Designer application to the M3 Business Engine functions and API transactions that are used by the application.
This table shows the functions and transactions that are used by the Credit control application:
| Function or API | Transaction | Information Category | View |
|---|---|---|---|
| ARS200MI | LstInvByDivi | ||
| ARS200MI | LstInvoiceTrans | ||
| ARS251MI | LstInfo | ||
| CMS055MI | LstByCustomer | ||
| COS100MI | GetAddress | ||
| COS100MI | LstMCOLines | ||
| COS100MI | SearchHead | ||
| COS120MI | UpdMCOStop | ||
| CRS610MI | SearchCustomer | ||
| CRS610MI | LstAddresses | ||
| CRS610MI | GetAddress | ||
| CRS610MI | GetFinancial | ||
| CRS610MI | ChgFinancial | ||
| CRS610MI | ChgOrderInfo | ||
| CRS610MI | ChgBasicData | ||
| CRS610MI | GetOrderInfo | ||
| CRS610MI | GetBasicData | ||
| CRS618MI | Get | ||
| LISTMI | LstDataAsCSV | M3CREDCTRL_01 | STD08-00 |
| OIS100MI | SearchHead | ||
| OIS100MI | LstLine | ||
| OIS100MI | GetAddress | ||
| OIS120MI | UpdCOStop | ||
| STS100MI | SearchAgreement | ||
| STS128MI | UpdAgreeStop | ||
| STS201MI | LstRentalLine | ||
| STS201MI | SearchAgrLine |
Limitations
- When using a bookmark link or an M3 Automation link, you must press 'Previous/F12' to go back to the Experience Designer application.
- If the M3BE function contains an API for add, change, delete, and other functions, then you can add the functions in related components. In this application, adding the functions is only done for some components and you can use this as examples when or if you have to further develop the functions of the app. The same applies to bookmarks and M3 Automation.
- When the application is still open, you can change the company and division using Ctrl + R in M3. However, you must close and re-open the application to show the correct data.
- The Credit Control application only works when the customer is the same as the payer.
- The Credit Control application does not work in H5 classic. You must enable the latest version of H5 to use this application.
Index List and Details Header
The Credit Control application starts with an index list, which shows the customers and some data connected to customers. The details header section also shows customer data.
Credit Details
The Credit Details tab contains a form that shows the customer credit limit data and a form that shows the general financial information of the customer. Both forms are populated with data when a customer is selected in the index list.
Invoices
The Invoices tab consists of these tabs:
- Open Invoices: This tab contains three data grids and one media component. When selecting a customer in the index list, the data grid that shows the open invoices and the data grid that shows the total invoice sum per currency are populated with data. When selecting an open invoice, the data grid that shows additional information is populated with data, and the connected invoice is displayed in the media component called 'Invoice'.
- All Invoices: This tab contains two data grids and one media component. When selecting a customer in the index list, the data grid that shows all invoices is populated with data. When selecting an invoice, the data grid that shows the invoice transactions is populated with data, and the connected invoice is displayed in the media component called 'Invoice'.
Open Orders and Rental Agreements
The Open Orders and Rental Agreements tab consists of these tabs:
- Customer Orders: This tab contains two data grids, one form, and one media component. When selecting a customer in the index list, the data grid that shows the open orders is populated with data. When selecting an order, the data grid that shows the order lines and the form that shows the delivery address are populated with data. The media component called 'Order Confirmation' also displays the connected order confirmation when selecting an order.
- Maintenance Customer Orders: This tab contains two data grids, one form, and one media component. When selecting a customer in the index list, the data grid that shows the open orders is populated with data. When selecting an order, the data grid that shows the order lines and the form that shows the site address are populated with data. The media component called 'Order Confirmation' also displays the connected order confirmation when selecting an order.
- Rental Agreements: This tab contains two data grids, one form, and one media component. When selecting a customer in the index list, the data grid that shows the open agreements is populated with data. When selecting an agreement, the data grid that shows the agreement lines and the form that shows the site address are populated with data. The media component called 'Rental Agreement Document' also displays the connected agreement document when selecting an agreement.
Stopped Orders and Rental Agreements
The Stopped Orders and Rental Agreements tab consists of these tabs:
- Customer Orders: This tab contains two data grids, one form, and one media component. When selecting a customer in the index list, the data grid that shows the stopped orders is populated with data. When selecting an order, the data grid that shows the order lines and the form that shows the delivery address are populated with data. The media component called 'Order Confirmation' also displays the connected order confirmation when selecting an order.
- Maintenance Customer Orders: This tab contains two data grids, one form, and one media component. When selecting a customer in the index list, the data grid that shows the stopped orders is populated with data. When selecting an order, the data grid that shows the order lines and the form that shows the site address are populated with data. The media component called 'Order Confirmation' also displays the connected order confirmation when selecting an order.
- Rental Agreements: This tab contains one data grid, one form, and one media component. When selecting a customer in the index list, the data grid that shows the stopped agreement lines is populated with data. When selecting an agreement line, the form that shows the site address is populated with data. The media component called 'Rental Agreement Document' also displays the connected agreement document when selecting an agreement line.
Contact Information
The Contact Information tab contains two data grids and two forms. When selecting a customer in the index list, the data grids that show the customer address and contact persons are populated with data. When selecting a customer address, the form that shows the address details is populated with data. When selecting a contact person, the form that shows the contact person details is populated with data.
Components
| Component | Component details |
|---|---|
| Application header |
Purpose: This component shows the application header. Comment: This component includes button that is used to release the stopped customer. Component ID: AppHeader |
| Release customer button |
Purpose: This button is used to release the stopped customer. M3 BE data used: 'Customer. Open' (CRS610) Comment: This button opens a dialog that is used to release a customer. The Customer stop (BLCD) field in the dialog is hidden and hard-coded to value 0. This component retrieves the customer number and customer name from the index list. Component ID: SimpleDialog_ReleaseCustomer Data services used: Update_ReleaseCustomer |
| Index List |
Purpose: This component is used to search and list customers. M3 BE data used: 'Customer. Open' (CRS610) Comment: This component is sorted by customer number by default. You must activate the OCUSMA table for search in M3 Function Search Administration. Component ID: IndexList_Customers Data services used: Search_Customers |
| Details Header |
Purpose: This component shows the general details about the customer. M3 BE data used: 'Customer. Open' (CRS610) Comment: This component has a placeholder for the customer logo beside the customer number and retrieves the customer number from the index list. Configuration: Add a valid IDM link to the customer number logo in the 'Image' header in the component. Component ID: DetailsHeader_CustomerDetails Data services used: Get_CustomerData |
| Financial Details form |
Purpose: This component is used to show and modify the financial customer information. M3 BE data used: 'Customer. Open' (CRS610) Comment: This component has buttons to modify and refresh data. The refresh button uses the same data service as the form component. This component retrieves the customer number from the index list and uses several API transactions in one data service. Component ID: Form_CustFinancialDetails Data services used: Get_CustomerData and Update_CustomerData |
| Credit Limit form |
Purpose: This component is used to show and modify the customer credit limit information. M3 BE data used: 'Customer. Open' (CRS610) Comment: This component has buttons to modify and refresh data. The refresh button uses the same data service as the form component. This component retrieves the customer number from the index list and uses several API transactions in one data service. Component ID: Form_CreditLimit Data services used: Get_CreditLimits and Update_CreditLimits |
| Open invoices data grid | Purpose: This component is used to show a list of open invoices that are
connected to the customer. M3 BE data used: 'Accounts Receivable. Display' (ARS200) Comment: The Only open invoices (AAC0) field is set to 1 to only include open invoices. This component retrieves the customer number from the index list. Component ID: DataGrid_OpenInvoices Data services used: List_OpenInvoices |
| Invoice media |
Purpose: This component is used to show the invoice document connected to the customer invoice number in IDM. Comment: This component contains an IDM placeholder which you must configure for each implementation project. This component retrieves the invoice number from the data grid with open invoices. Component ID: Media_OpenInvoices |
| Total Invoice Sum Per Currency data grid |
Purpose: This component is used to show the total amount of open invoices per invoice currency in the division’s local currency. M3 BE data used: 'Accounts Receivable. Display' (ARS200), 'Company. Connect Division' (MNS100) and 'Voucher. Display' (GLS200) Comment: The M3CREDCTRL_01 custom list and the STD08-00 view with payer as filter and internal reconciliation code as selection fields are used by this component. This component retrieves the customer number as payer from the index list. The internal reconciliation code is between blank and 8 to only include open invoices. Component ID: DataGrid_InvoiceSumPerCurrency Data services used: ListMI_InvoiceSumPerCurrency |
| Additional information data grid |
Purpose: This component shows additional information that is connected to the open invoices. M3 BE data used: 'Customer Invoice. Display Add Info' (ARS216) Comment: This component retrieves the journal number, journal sequence number, and year from data grid with open invoices. Component ID: DataGrid_AdditionalInformation Data services used: List_AdditionalInfo |
| All invoices data grid |
Purpose: This component shows a list of all invoices that are connected to the customer. M3 BE data used: 'Accounts Receivable. Display' (ARS200) Comment: This component retrieves the customer number from the index list. Component ID: DataGrid_AllInvoices Data services used: List_AllInvoices |
| Invoice media |
Purpose: This component is used to show the invoice document connected to the customer invoice number in IDM. Comment: This component contains an IDM placeholder which you must configure for each implementation project. This component retrieves the invoice number from the data grid with all invoices. Component ID: Media_AllInvoices |
| Separate Payments data grid |
Purpose: This component shows a list of separate payments that are completed for an invoice. M3 BE data used: 'Customer Invoice. Display Separate' (ARS215) Comment: This component retrieves payer, invoice number, and invoice year from the data grid with all invoices and the customer number from the index list. Component ID: DataGrid_InvoiceSeparatePayments Data services used: List_SeparatePayments |
| Open Customer Orders data grid |
Purpose: This component shows a list of open customer orders that are connected to the customer. M3 BE data used: 'Customer Order. Open Toolbox' (OIS300) Comment: This component retrieves the customer number from the index list. The Lowest status - customer order (ORSL) field is set to [22 TO 66] so that only the open orders are included. You must activate the OOHEAD table for search in M3 Function Search Administration. Component ID: DataGrid_OpenCustomerOrders Data services used: Search_OpenCustomerOrders |
| Order Confirmation media |
Purpose: This component is used to show the order confirmation document connected to the customer order number in IDM. Comment: This component contains an IDM placeholder, which you must configure for each implementation project. This component retrieves the order number from the data grid with open customer orders. Component ID: Media_OpenCustomerOrders |
| Order Lines data grid |
Purpose: This component shows a list of order lines that are connected to the open customer orders. M3 BE data used: 'Customer Order. Open Line' (OIS101) Comment: This component retrieves the order number from the data grid with open customer orders. Component ID: DataGrid_OpenCustomerOrderLines Data services used: List_OpenCOLines |
| Delivery Address form |
Purpose: This component shows the delivery address that is connected to the open orders. M3 BE data used: 'Customer Order. Connect Address' (OIS102) Comment: This component retrieves the order number from the data grid with open orders. The Address type (ADRT) field is set to 1 to only include delivery address. Component ID: Form_OpenCODeliveryAddress Data services used: Get_OpenCOAddress |
| Open Maintenance Customer Orders data grid |
Purpose: This component shows a list of open maintenance customer orders that are connected to the customer. M3 BE data used: 'Maintenance Customer Orders. Open' (COS100) Comment: This component retrieves the customer number from the index list. The Lowest status (AOSL) field is set to [00 TO 69] so that only the open maintenance customer orders are included. You must activate the ACUORH table for search in M3 Function Search Administration. Component ID: DataGrid_OpenMaintenanceOrders Data services used: Search_OpenMaintenanceCustomerOrders |
| Order Confirmation media |
Purpose: This component is used to show the order confirmation document connected to the maintenance customer order number in IDM. Comment: This component contains an IDM placeholder, which you must configure for each implementation project. This component retrieves the order number from the data grid with open maintenance customer orders. Component ID: Media_OpenMCOConfirmation |
| Order Lines data grid |
Purpose: This component shows a list of order lines that are connected to the open maintenance customer orders. M3 BE data used: 'Maintenance Customer Order. Open Line' (COS101) Comment: This component retrieves the order number from the data grid with open maintenance customer orders. Component ID: DataGrid_OpenMaintenanceOrder- Lines Data services used: List_OpenMCOLines |
| Site Address form |
Purpose: This component shows the site address that is connected to the open maintenance customer orders. M3 BE data used: 'Maint CO. Connect Addresses' (COS105) Comment: This component retrieves the order number from the data grid with open maintenance customer orders. The Address type (ADRT) field is set to 2 to only include site address. Component ID: Form_OpenMCOSiteAddress Data services used: Get_OpenMCOAddress |
| Open Rental Agreements data grid |
Purpose: This component shows a list of open rental agreements that are connected to the customer. M3 BE data used: 'Rental Agreement. Open' (STS100) Comment: This component retrieves the customer number from the index list. The 'lowest status - agreement line' field is set to [12 TO 20] so that only the open rental agreements are included. You must activate the STAGHE table for search in M3 Function Search Administration. Component ID: DataGrid_OpenRentalAgreements Data services used: Search_OpenRentalAgreements |
| Rental Agreement Document media |
Purpose: This component is used to show the rental agreement document connected to the rental agreement number in IDM. Comment: This component contains an IDM placeholder, which you must configure for each implementation project. This component retrieves the agreement number from the data grid with open rental agreements. Component ID: Media_OpenRentalAgreementDocument |
| Rental Agreement Lines data grid |
Purpose: This component shows a list of rental agreement lines that are connected to the open rental agreements. M3 BE data used: 'Rental Agreement. Open Lines' (STS201) Comment: This component retrieves the agreement number from the data grid with open rental agreements. You must activate the STAGLI table for search in M3 Function Search Administration. Component ID: DataGrid_OpenRentalAgreement-Lines Data services used: Search_OpenRentalAgreement-Lines |
| Site Address form |
Purpose: This component shows the site address that is connected to the open rental agreement line. M3 BE data used: 'Rental Agreement. Open Lines' (STS201) Comment: This component retrieves the agreement number from the data grid with open rental agreements. Component ID: Form_OpenRentalSiteAddress Data services used: List_OpenRentalLineAddress |
| Stopped Customer Orders data grid |
Purpose: This component shows a list of stopped orders that are connected to the customer. M3 BE data used: 'Customer Order. Open Toolbox' (OIS300) Comment: This component retrieves the customer number from the index list. The Customer order stop (OBLC) field is set to [1 TO 8] to only include stopped orders. You must activate the OOHEAD table for search in M3 Function Search Administration. Component ID: DataGrid_StoppedCustomerOrders Data services used: Search_StoppedCustomerOrders |
| Release order button |
Purpose: This button is used to release the stopped customer order. M3 BE data used: 'Customer Order. Stop' (OIS120) Comment: A dialog is used by this button to release the customer order. The Customer order stop (OBLC) field in the dialog is hidden and hard-coded to contain value 9. This button retrieves the order number from the data grid with stopped orders. Component ID: SimpleDialog_ReleaseOrder Data services used: Update_ReleaseOrder |
| Order Confirmation media |
Purpose: This component is used to show the customer order confirmation document connected to the customer order number in IDM. Comment: This component contains an IDM placeholder, which you must configure for each implementation project. This component retrieves the order number from the data grid with stopped customer orders. Component ID: Media_StoppedCustomerOrders |
| Order Lines data grid |
Purpose: This component shows a list of order lines that are connected to the stopped customer orders. M3 BE data used: 'Customer Order. Open Line' (OIS101) Comment: This component retrieves the order number from data grid with stopped customer orders. Component ID: DataGrid_StoppedCustomerOrder-Lines Data services used: List_StoppedCOLines |
| Stopped Maintenance Customer Orders data grid |
Purpose: This component shows a list of stopped maintenance customer orders that are connected to the customer. M3 BE data used: 'Maintenance Customer Orders. Open' (COS100) Comment: This component retrieves the customer number from the index list. The Customer order stop (OBLC) field is set to [1 TO 8] to only include stopped orders. You must activate the ACUROH table for search in M3 Function Search Administration. Component ID: DataGrid_StoppedMaintenance-Orders Data services used: Search_StoppedMaintenance-Orders |
| Order Confirmation media |
Purpose: This component is used to show the order confirmation document connected to the maintenance customer order number in IDM. Comment: This component contains an IDM placeholder, which you must configure for each implementation project. This component retrieves the order number from the data grid with stopped maintenance customer orders. Component ID: Media_StoppedMCOConfirmation |
| Order Lines data grid |
Purpose: This component shows a list of order lines that are connected to the stopped maintenance customer orders. M3 BE data used: 'Maintenance Customer Order. Open Line' (COS101) Comment: This component retrieves the order number from the data grid with stopped maintenance customer orders. Component ID: DataGrid_StoppedMaintenanceOrder-Lines Data services used: List_StoppedMCOLines |
| Site Address form |
Purpose: This component shows the site address that is connected to the stopped maintenance customer order. M3 BE data used: 'Maint CO. Connect Addresses' (COS105) Comment: This component retrieves the order number from the data grid with stopped maintenance customer orders. The Address type (ADRT) field is set to 2 to only include site address. Component ID: Form_StoppedRentalSiteAddress Data services used: Get_StoppedMCOAddress |
| Stopped Agreement Lines data grid |
Purpose: This component shows a list of stopped rental agreement lines that are connected to the customer. M3 BE data used: 'Rental Agreement. Open Lines' (STS201) Comment: This component retrieves the customer number from the index list. The Customer order stop (OBLC) field is set to [1 TO 8] to only include stopped agreement lines. You must activate the STAGLI table for search in M3 Function Search Administration. Component ID: DataGrid_StoppedRentalAgreement-Lines Data services used: Search_StoppedRentalAgreementLines |
| Rental Agreement Document media |
Purpose: This component is used to show the rental agreement document connected to the rental agreement number in IDM. Comment: This component contains an IDM placeholder, which you must configure for each implementation project. This component retrieves the agreement number from the data grid with stopped rental agreement lines. Component ID: Media_StoppedRentalAgreement-Document |
| Site Address form |
Purpose: This component shows the site address that is connected to the stopped rental agreement lines. M3 BE data used: 'Rental Agreement. Open Lines' (STS201) Comment: This component retrieves the agreement number from the data grid with stopped rental agreement lines. Component ID: Form_StoppedRentalLineAddress Data services used: List_RentalLineAddress |
| Delivery Address form |
Purpose: This component shows the delivery address that is connected to the stopped orders. M3 BE data used: 'Customer Order. Connect Address' (OIS102) Comment: This component retrieves the order number from the data grid with stopped orders. The Address type (ADRT) field is set to 1 to only include the delivery address. Component ID: Form_StoppedCODeliveryAddress Data services used: Get_StoppedCOAddress |
| Customer Addresses data grid |
Purpose: This component shows the addresses that are connected to the customer. M3 BE data used: 'Customer. Connect Addresses' (OIS002) Comment: This component retrieves the customer number from the index list. Component ID: DataGrid_CustomerAddresses Data services used: List_CustomerAddresses |
| Address Details form |
Purpose: This component shows the address details that are connected to the customer address. M3 BE data used: 'Customer. Connect Addresses' (OIS002) Comment: This component retrieves the address type and address number from the data grid with customer addresses and the customer number from the index list. Component ID: Form_CustomerAddressDetails Data services used: Get_CustomerAddressDetails |
| Contact Persons data grid |
Purpose: This component shows the contact persons that are connected to the customer. M3 BE data used: 'Customer. Connect Contact' (CMS055) Comment: This component retrieves the customer number from the index list. The Number of filter (NFTR) field is set to 1 to set the customer number as a filter instead of a positioning field. Component ID: DataGrid_ContactPersons Data services used: List_ContactPersons |
| Contact Person Details form |
Purpose: This component shows the contact person details that are connected to the customer. M3 BE data used: 'Contact Person. Open' (CRS618) Comment: This component retrieves the contact from the data grid with contact persons. Component ID: Form_ContactPersonDetails Data services used: Get_ContactPerson |