Customer Invoice Display
Customer Invoice Display is an M3 Experience Designer application that displays detailed information for an accounts receivable invoice. It consolidates invoice information, including dates, terms, additional invoice details, voucher information, payment information, customer debt overview, cash discount details, payment plans, and tickler notes. The application opens only through another application and cannot be used as a standalone application.
User stories
An account receivable specialist or a user with a similar role can use the application to review detailed information about an account receivable invoice that originates from other applications. The application displays general invoice information, including dates, terms and conditions, payment information, voucher details, customer debt‑management details, cash‑discount details, payment‑plan information, and tickler notes.
M3 Business Engine configuration
See the Components section for the specific configuration per component.
Application authorization
To access and run the Experience Designer application, you must be authorized for the M3 Business Engine functions and API transactions that the application uses.
| API program | API transaction | Information category | View | Notes |
|---|---|---|---|---|
| RMS440MI | AddTickleNote | |||
| RMS440MI | UpdTickleNote | |||
| ARS200MI | GetCashDiscInfo | |||
| ARS200MI | GetInvTotInfo | |||
| GLS200MI | GetVoucherLine | |||
| ARS251MI | LstExtraInfo | |||
| ARS200MI | LstInvoiceTrans | |||
| LISTMI | ListDataAsCSV | M3_LIST_FARPPD | M3_01_01 | |
| LISTMI | ListDataAsCSV | M3_LIST_FCRMTD | M3_02_01 | |
| RMS440MI | GetTickleNote | |||
| ARS200MI | SearchInvoices | To ensure this API works as expected, you must activate the FSLEDG table for search in M3 Function Search Administration. | ||
| ARS201MI | UpdCustInv | |||
| ARS201MI | UpdPmtReminStop |
Limitations
The Customer Invoice Display application depends on input from other applications.
How to use the application
Other applications use the Customer Invoice Display application to open and review detailed invoice information, including payment information, voucher details, cash‑discount details, payment‑plan information, and other invoice‑related information.
Applications
| Application | Short name |
|---|---|
| GL Voucher Display | M3GLVOD |
Components
| Component | Component details |
|---|---|
| Application header | Component ID: appHeader
Purpose: Displays the input values for the application invoice (CINO), customer (CUNO), payer (PYNO), year (INYR), and division (DIVI). M3BE data used: ARS200MI Data services used: Search_CustomerInvoices |
| DataGrid_Amounts | Component ID: DataGrid_Amounts
Purpose: Displays invoice amounts, including currency, recorded amount, and outstanding amount. M3BE data used: ARS200MI Data services used: Get_TotalInvoiceDetail |
| Form_InvoiceDetails |
Component ID: Form_InvoiceDetails Purpose: Shows the main invoice details, including dates, terms, responsible, invoice classification, and hidden voucher fields. M3BE data used: ARS200MI Data services used: Get_TotalInvoiceDetail |
| DataGrid_AdditionalInformation | Component ID: DataGrid_AdditionalInformation
Purpose: Lists additional AR information rows, including AR info category, description, add-info, and sequence number. M3BE data used: ARS251MI Data services used: List_AdditionalInformation |
| Form_GeneralLedger | Component ID: Form_GeneralLedger
Purpose: Displays General Ledger reference fields for the invoice, including voucher number and series, journal number and sequence, voucher text, account dimension, and accounting date. M3BE data used: GLS200MI Data services used: Get_VoucherLIne |
| DataGrid_Payments | Component ID: DataGrid_Payments
Purpose: Lists invoice payments, including payer, payment date, accounting date, amounts, currency, and payment method. M3BE data used: ARS200MI Data services used: List_InvoicePayments |
| Form_CashDiscount | Component ID: Form_CashDiscount
Purpose: Shows cash discount details for the invoice. M3BE data used: ARS200MI Data services used: Get_CashDiscount |
| DataGrid_PaymentPlan |
Component ID: DataGrid_PaymentPlan Purpose: Shows payment plan details. M3BE data used: FARPPD Data services used: List_PaymentPlan |
| Form_CustomerDebtMgmt | Component ID: Form_CustomerDebtMgmt
Purpose: Displays customer debt management details. M3BE data used: ARS200MI and ARS201MI. Data services used: Get_TotalInvoiceDetail,Update_CustomerInvoice |
| DataGrid_ReminderAddinfo | Component ID: DataGrid_ReminderAddinfo
Purpose: Lists additional AR information. M3BE data used: ARS251MI Data services used: List_AdditionalInformation |
| Form_TicklerNote1 | Component ID: Form_TicklerNote1
Purpose: Displays tickler note details. M3BE data used: RMS440MI Data services used: List_TicklerNotes |
| Form_TicklerNote2 | Component ID: Form_TicklerNote2
Purpose: Displays ticker note text lines. M3BE data used: RMS440MI Data services used: List_TicklerNotes |
Links and bookmarks
| Link ID | Type | Purpose |
|---|---|---|
| Link_BankAccount | M3 Bookmark | Opens 'Bank Account. Open' (CRS692) |
| Link_PaymentPlanDetails | M3 Automation | Opens 'Payment Plan. Open' (ARS390) |
Dialogs
| Dialog ID | API program | Purpose |
|---|---|---|
| SimpleDialog_AddTickler | M3 Bookmark | Dialog for adding a tickler note. |
| SimpleDialog_UpdateTickler | M3 Automation | Dialog for updating a tickler note. |
| Dialog_DisplayVoucher_GeneralLedger | Not applicable | Opens the application GL Voucher Display (M3GLVOD) in a dialog. |
| Dialog_DisplayVoucher_Payment | Not applicable | Opens the application GL Voucher Display (M3GLVOD) in a dialog. |
Conditional styles
| Component | Condition name | Target field | Condition | Styling |
|---|---|---|---|---|
| Application header | Condition_EQKLNU | DIVI | DIVI=DIVI |
Text color: #0066D4 - blue Text weight: normal Background color: #E6F1FD - blue |
| Application header | Condition_KR8QJQ | CINO | CINO=CINO |
Text color: #0066D4 - blue n Text weight: normal Background color: #E6F1FD - blue |
| Application header | Condition_EB41K9 | INYR | INYR=INYR |
Text color: #0066D4 - blue Text weight: normal IBackground color: #E6F1FD - blue |
| Application header | Condition_YUR8X5 | CUNO | CUNO=CUNO |
Text color: #0066D4 - blue Text weight: normal Background color: #E6F1FD - blue |
| Application header | Condition_YUR8X5 | PYNO | PYNO=PYNO |
Text color: #0066D4 - blue Text weight: normal Background color: #E6F1FD - blue |
| DataGrid_Payments | Condition_C9Y6LJ | CUAM | CUAM=CUAM |
Text color: #0066D4 - blue Text weight: normal Icon: dollar-bill Icon color: #0066D4 - blue Background color: #E6F1FD - blue |
| DataGrid_Payments | Condition_YM2CU9 | DTP5 | DTP5=DTP5 |
Text color: #0066D4 - blue Text weight: normal Icon: calendar-check Icon color: #0066D4 - blue |
| Form_CustomerDebtMgmt | Condition_C28H3N | DUDT | DUDTSee app |
Text color: #A30D11 - red Text weight: normal Background color: #FBE7E8 – light red |
| DataGrid_PaymentPlan | Condition_BUUXJH | PDCUAM | PDCUAM=PDCUAM |
Text color: #0066D4 - blue Text weight: normal Icon: dollar-bill Icon color: #0066D4 - blue Background color: #E6F1FD - blue |
| DataGrid_PaymentPlan | Condition_W6BLJI | PDPYDT | PDPYDT= |
Text color: #1C7F49 - green Text weight: normal Icon: calendar Icon color: #1C7F49 - green |
| DataGrid_PaymentPlan | Condition_W6BLJI | PDPYDT | PDPYDT= |
Text color: #DA1217 - red Text weight: normal Icon: calendar Icon color: #DA1217 - red |
| DataGrid_Amounts | Condition_KLJCKC | OCUA | OCUA>0 |
Text color: #0066D4 - blue Text weight: normal Background color: #E6F1FD - blue |
| DataGrid_Amounts | Condition_KLJCK1 | OCUA | OCUA=0 |
Text color: #1C7F49 - green Text weight: normal Icon: confirm Icon color: #1C7F49 - green |
| Form_InvoiceDetails | Condition_E6UNVK | IVDT | IVDT=IVDT |
Text color: #0066D4 - blue Text weight: normal Background color: #E6F1FD - blue |
| Form_InvoiceDetails | Condition_E6UNVQ | DUDT | See app |
Text color: #FFFFFF - white Text weight: normal Background color: #0066D4 - blue |
| Form_InvoiceDetails | Condition_TBIWUI | PAIN | PAIN=PAIN |
Text color: #0066D4 - blue Text weight: normal Background color: #E6F1FD - blue |
| Form_InvoiceDetails | Condition_E6UNV1 | DUDT | See app |
Text color: #A30D11 - red Text weight: normal Background color: #FBE7E8 – light red |