Supplier Invoice Hub

The Supplier Invoice Hub is an Experience Designer application that enables accounts payable users to manage supplier invoices using the new M3 supplier invoice approval flow. The application provides a simplified view that allows invoice administrators to select invoices by status and review the required approval actions for each invoice.

M3 Business Engine configuration

These M3 Business Engine configurations are required to get the Supplier Invoice Hub application to work:

'Approval Flow General Settings. Open' (CMS715)
'Approval Routes. Open' (CMS716)
'Approval Authorized User. Open' (CMS718)
'Approval Codes. Open' (CMS720)
'Authorization Priorities. Open' (CMS711)
'Authorization Selections. Open' (CMS710)

See the Components section for details on configuring each component.

Application authorization

To access and run the Experience Designer application, you must be authorized to use the required M3 Business Engine functions and API transactions.

This table shows the functions and transactions used by the Supplier Invoice Hub application:


Function or API	API transaction	Information category	View	Notes
APS200MI	GetInvoice
APS200MI	GetUniqueKey
APS260MI	Get
CMS710MI	Get
CMS710MI	Upd
CMS718MI	Lst
CMS720MI	Get
CMS740MI	Get
CMS740MI	LstPerUser
CMS741MI	AddTask
CMS741MI	ChangeRole
CMS741MI	Generate
CMS741MI	Lst
MNS100MI	GetBasicData
MNS150MI	LstCmpDivi
LISTMI	ListDataAsCSV	M3_LIST_CMNUSR	M3_01_01	To ensure this API works as expected, you must activate the CMNUSR table for search in M3 Function Search Administration
LISTMI	ListDataAsCSV	M3_LIST_FGLEDG	M3_01_01

Limitations

The Supplier Invoice Hub displays invoices from the division the user is signed in to.

How to use the application

Assigned Invoices

The Assigned Invoices data grid is a full list of the invoices connected to the user, based on the filter in the component header. You can also filter the invoices by status. The data grid shows basic invoice information, including the 'Reason code' and 'Comment' fields. Select one line to view all approval actions for the invoice.

Invoice Approval Actions

The Invoice Approval Actions data grid shows the actions connected to the invoice, including assigned roles, users, and statuses. The invoice administrator can perform several actions from the data grid:

Change role: Assign the task to another user.
New Accounting Responsible: Create an action for the Accounting Responsible role.
Cancel invoice: Opens 'Supplier Invoice. Recode' (APS110) where the user can use option 4 - 'Cancel invoice'.
Regenerate authorizers: Clears all authorized users and regenerates the role based on the basic data set up for the approval process.

The last component contains three data grids: Invoice Details, Approval Action Details, and Voucher Lines. These data grids show related information about the highlighted invoice from the Assigned Invoices data grid:

Invoice Details shows invoice information such as local amounts, payment terms, and additional invoice references.
Approval Action Details shows detailed information for the highlighted row in Invoice Approval Actions, including approval routes, changes, approval limits, and completion dates.
Voucher Lines shows accounting information about how the invoice is recorded in the accounting system.

Update approval settings

These components include links to the basic functions of the approval flow in M3:

Authorization selections: Link to 'Authorization Selections. Open' (CMS710)
Authorized users: Link to 'Approval Authorized User. Open' (CMS718)
Approval Codes: Link to 'Approval Codes. Open' (CMS720)

Components

This table shows the specific configuration per component:


Component	Component details
Application header	Component ID: appHeader Purpose: Displays the main application header with the division field. M3BE data used: MNS100MI Data services used: Get_DivisionData
DataGrid_AssignedInvoices	Component ID: DataGrid_AssignedInvoices Purpose: Lists assigned invoices for the current user. M3BE data used: CMS740MI Data services used: List_ApprovalActionsPerUser
DataGrid_ApprovalActions	Component ID: DataGrid_ApprovalActions Purpose: Shows approval action records related to the selected invoice or assignment. M3BE data used: CMS741MI Data services used: List_ApprovalActions
ButtonGroup_ApprovalSettings	Component ID: ButtonGroup_ApprovalSettings Purpose: Provides buttons to open approval-settings screens, such as authorization selections, users, and codes. M3BE data used: - Data services used: -
Form_InvoiceDetails	Component ID: Form_InvoiceDetails Purpose: Displays invoice header or details, such as supplier, amounts, and currency. M3BE data used: CMS740MI, APS200MI, APS260MI Data services used: Get_InvoiceDetails
Form_InvoiceDetails2	Component ID: Form_InvoiceDetails2 Purpose: Shows additional invoice details, such as dates, payment terms, and voucher reference. M3BE data used: CMS740MI, APS200MI, APS260MI Data services used: Get_InvoiceDetails
Form_ApprovalActions	Component ID: Form_ApprovalActions Purpose: Shows approval action detail records. M3BE data used: CMS740MI, CMS720MI Data services used: Get_ApprovalActions
Form_ApprovalActions2	Component ID: Form_ApprovalActions2 Purpose: Shows additional approval actions details, such as authorized users or amounts. M3BE data used: CMS740MI, CMS720MI Data services used: Get_ApprovalActions
DataGrid_InvoiceVoucher	Component ID: DataGrid_InvoiceVoucher Purpose: Lists voucher lines for the invoice. M3BE data used: FGLEDG Data services used: LISTMI_VoucherLines

Links and bookmarks

This table shows the links and bookmarks along with their purposes:


Link ID	Type	Purpose
Link_AccPayable	M3 Bookmark	Opens 'Acc Payable. Display' (APS200)
Link_ApprovalCodes	M3 Bookmark	Opens 'Approval Codes. Open' (CMS720)
Link_AuthSelections	M3 Automation	Opens 'Authorization Selections. Open' (CMS710)
Link_AuthUsers	M3 Automation	Opens 'Approval Authorized User. Open' (CMS718)
Link_CancelInvoice	M3 Bookmark	Opens 'Supplier Invoice. Recode' (APS110)
Link_SupplierInvoice	M3 Bookmark	Opens 'Supplier Invoice. Display Separate' (APS215)

Dialogs

This table shows the dialogs and API programs with their purposes:


Dialog ID	API program	Purpose
SimpleDialog_ChangeRole	CMS741MI/ChangeRole	Dialog to change the role, assign a new user, for a selected approval entry.
SimpleDialog_GenerateAuthorizers	CMS741MI/Generate	Dialog to generate authorization priorities for the invoice.
SimpleDialog_AddTaskAccResp	CMS741MI/AddTask	Dialog to create a new task assigned to the accounting responsible.

Conditional styles

This table shows the conditional styles of the components in the Supplier Invoice Hub application:


Component	Condition name	Target field	Condition	Styling
DataGrid_AssignedInvoices	Condition_ReasonCode	AURC	AURC=AURC	Text color: #0066D4 - blue Text weight: normal Icon: info Icon color: #0066D4 - blue
DataGrid_ApprovalActions	Condition_Status	OCLS	OCLS=3	Text color: #DA1217 - red Text weight: normal Icon: error Icon color: #DA1217 - red
DataGrid_ApprovalActions	Condition_Status	OCLS	OCLS=4	Text color: #DA1217 - red Text weight: normal Icon: rejected-outline Icon color: #DA1217 - red
DataGrid_ApprovalActions	Condition_Status	OCLS	OCLS=7	Text color: #CD6200 - orange Text weight: normal Icon: alert Icon color: #CD6200 - orange
DataGrid_ApprovalActions	Condition_Status	OCLS	OCLS=8	Text color: #4E1A91 - purple Text weight: normal Icon: user-clock Icon color: #4E1A91 - purple
DataGrid_ApprovalActions	Condition_Status	OCLS	OCLS=9	Text color: #1C7F49 - dark green Text weight: normal Icon: success Icon color: #1C7F49 - dark green
DataGrid_ApprovalActions	Condition_Status	OCLS	OCLS=10	Text color: #CD6200 - orange Text weight: normal Icon: alert Icon color: #CD6200 - orange
DataGrid_ApprovalActions	Condition_ReasonCode	AURC	AURC=AURC	Text color: #0066D4 - blue Text weight: normal Icon: info Icon color: #0066D4 - blue