Customer Credit Overview
User stories
The Credit Controller can efficiently manage customer credit statuses within a single and modern application, to quickly search customers, view and update credit and contact details, and release stopped accounts and orders, all within one system.
Limitation
The application is configured to only allow the release of one stopped order and agreement at a time. However, you can configure the application to release several stopped orders and agreements at a time.
M3 Business Engine configuration
To display data in the Customer Credit Overview application, you must have customers set up in 'Customer. Open' (CRS610). This M3 Business Engine configuration is required to get the Customer Credit Overview application to work.
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 the M3 Business Engine functions and API transactions used by the application.
This table shows the functions and API transactions used by the Customer Credit Overview application:
| Function or API | Transaction |
|---|---|
| ARS200MI | LstInvByDivi |
| ARS200MI | LstInvoiceTrans |
| ARS200MI | SearchInvoices |
| ARS251MI | LstInfo |
| CMS055MI | LstByCustomer |
| COS100MI | GetAddress |
| COS100MI | LstMCOLines |
| COS100MI | SearchHead |
| COS120MI | UpdMCOStop |
| CRS111MI | Get |
| CRS610MI | LstAddresses |
| CRS610MI | SearchCustomer |
| CRS610MI | GetFinancial |
| CRS610MI | ChgFinancial |
| CRS610MI | ChgOrderInfo |
| CRS610MI | ChgBasicData |
| CRS610MI | GetAddress |
| CRS610MI | GetOrderInfo |
| CRS610MI | GetBasicData |
| CRS618MI | Get |
| CRS618MI | Upd |
| OIS100MI | LstLine |
| OIS100MI | SearchHead |
| OIS100MI | GetAddress |
| OIS120MI | UpdCOStop |
| OIS120MI | GetCOStopInfo |
| STS100MI | SearchAgreement |
| STS128MI | UpdAgreeStop |
| STS201MI | LstRentalLine |
| STS201MI | SearchAgrLine |
Limitations
- When you use a bookmark link or an M3 Automation link, you must press F12 or click to return to the Experience Designer application.
- If the M3BE function contains an API for add, change, delete, or other operations, you can add the functions in related components. In this application, functions are added only for some components. You can use these components as examples to further develop the functions of the application. The same applies to bookmarks and M3 Automation.
- If the application is still open, you can change the company and division by pressing Ctrl + R in M3. However, you must close and reopen the application to display the correct data.
- The Customer Credit Overview application works only when the customer is the same as the payer.
Index List and Details Header
The Customer Credit Overview application starts with an index list, which shows the customers and some data connected to customers. The details header section also shows customer data.
Application Header
The application header contains a button that you can use to release a stopped customer.
'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'
- 'Open': This tab contains three data grids. When selecting a customer in the index list, the data grid that shows the open invoices is populated with data. When selecting an open invoice, the data grid that shows invoice transactions and the one that shows additional information are populated with data.
- 'Overdue': This tab contains three data grids. When selecting a customer in the index list, the data grid that shows the overdue invoices is populated with data. When selecting an open invoice, the data grid that shows invoice transactions and the one that shows additional information are populated with data.
- 'All': This tab contains three data grids. When selecting a customer in the index list, the data grid that shows all invoices is populated with data. When selecting an open invoice, the data grid that shows invoice transactions and the one that shows additional information are populated with data.
'Customer Orders'
- 'Open': This tab contains two data grids and one form. 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.
- 'Stopped': This tab contains two data grids, one chart, and one form. When selecting a customer in the index list, the data grid that shows the stopped orders and the chart are populated with data. The data grid contains a button that you can use to release a stopped order. When selecting an order, the data grid that shows the order lines and the form that shows the delivery address are populated with data.
'Maintenance Customer Orders'
- 'Open': This tab contains two data grids and one form. When selecting a customer in the index list, the data grid that shows the open maintenance customer 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.
- 'Stopped': This tab contains two data grids, one chart, and one form. When selecting a customer in the index list, the data grid that shows the stopped maintenance customer orders and the chart are populated with data. The data grid contains a button that you can use to release a stopped order. When selecting an order, the data grid that shows the order lines and the form that shows the site address are populated with data.
'Rental Agreements'
- 'Open': This tab contains two data grids and one form. When selecting a customer in the index list, the data grid that shows the open rental agreements 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.
- 'Stopped': This tab contains one data grid, one chart, and one form. When selecting a customer in the index list, the data grid that shows the stopped rental agreement lines and the chart are populated with data. The data grid contains a button that you can use to release a stopped agreement line. When selecting an order, the form that shows the site address is populated with data.
'Contact Information'
The 'Contact Information' tab contains two data grids and three forms. When selecting a customer in the index list, the data grids that show the contact persons and customer addresses, and the form that shows customer details are populated with data. When selecting a contact person, the form that shows the contact person information is populated with data. When selecting a customer address, the form that shows the address details is populated with data.
Components
This table shows the specific configuration per component:
| Component | Component details |
|---|---|
| Application header |
Component ID: appHeader Purpose: Contains a button that allows the user to release a stopped customer. M3BE data used: - Data services used: - Comment: ... |
| Details header |
Component ID: DetailsHeader_CustomerDetails Purpose: Shows detailed customer information. M3BE data used: 'Customer. Open' (CRS610) Data services used: Get_CustomerData Comment: ... |
| Index list |
Component ID: IndexList_Customers Purpose: Lists all customers in the company and division used by the user. M3BE data used: 'Customer. Open' (CRS610) Data services used: Search_Customers Comment: It uses BLCD=1-3. You must activate the OCUSMA table for search in M3 Function Search Administration. |
| Credit Limit Form |
Component ID: Form_CreditLimit Purpose: This component is used to show and modify the customer credit limit information. M3BE data used: 'Customer. Open' (CRS610) Data services used: Get_CreditLimits, Update_CreditLimits Comment: ... |
| Financial Details Form |
Component ID: Form_CustFinancialDetails Purpose: This component is used to show and modify the financial customer information. M3BE data used: 'Customer. Open' (CRS610) Data services used: Get_CustomerData, Update_CustomerData Comment: ... |
| Open Invoices Data grid |
Component ID: DataGrid_OpenInvoices Purpose: Lists open customer invoices. M3BE data used: 'Accounts Receivable. Display' (ARS200) Data services used: List_OpenInvoices Comment: It uses AAC0=1. |
| Invoice Transactions Data grid |
Component ID: DataGrid_OpenInvoicesTransactions Purpose: Shows transactions for open invoices. M3BE data used: 'Accounts Receivable. Display' (ARS200) Data services used: List_OpenInvoiceTransactions Comment: ... |
| Additional Information Data grid |
Component ID: DataGrid_AdditionalInformation Purpose: Displays additional information related to open invoices. M3BE data used: 'Customer Invoice. Display Add Info' (ARS216) Data services used: List_AdditionalInfoOpen Comment: ... |
| Customer Addresses Data grid |
Component ID: DataGrid_CustomerAddresses Purpose: Lists customer addresses. M3BE data used: 'Customer. Connect Addresses' (OIS002) Data services used: List_CustomerAddresses Comment: ... |
| Address Details Form |
Component ID: Form_CustomerAddressDetails Purpose: Shows detailed customer address. M3BE data used: 'Customer. Connect Addresses' (OIS002) Data services used: Get_CustomerAddressDetails Comment: ... |
| Contact Persons Data grid |
Component ID: DataGrid_ContactPersons Purpose: Lists contact persons associated with the customer. M3BE data used: 'Customer. Connect Contact' (CMS055) Data services used: List_ContactPersons Comment: ... |
| Contact Person Information Form |
Component ID: Form_ContactPersonDetails Purpose: Manages details of individual contact persons. M3BE data used: 'Contact Person. Open' (CRS618) Data services used: Get_ContactPerson, Update_ContactPerson Comment: ... |
| Overdue Invoices Data grid |
Component ID: DataGrid_OverdueInvoices Purpose: Lists overdue invoices. M3BE data used: 'Accounts Receivable. Display' (ARS200) Data services used: Search_OverdueInvoices Comment: You must activate the FSLEDG table for search in M3 Function Search Administration. |
| Invoice Transactions Data grid |
Component ID: DataGrid_InvoiceTransactionsOverdue Purpose: Shows transactions for overdue invoices. M3BE data used: 'Accounts Receivable. Display' (ARS200) Data services used: List_InvoiceTransactionsOverdue Comment: ... |
| Additional Information Data grid |
Component ID: DataGrid_AdditionalInformationOverdueInvoices Purpose: Displays additional information related to overdue invoices. M3BE data used: 'Customer Invoice. Display Add Info' (ARS216) Data services used: List_AdditionalInfoOverdue Comment: ... |
| All Invoices Data grid |
Component ID: DataGrid_AllInvoices Purpose: Lists all customer invoices. M3BE data used: 'Accounts Receivable. Display' (ARS200) Data services used: List_AllInvoices Comment: ... |
| Invoice Transactions Data grid |
Component ID: DataGrid_InvoiceTransactionsAll Purpose: Shows transactions for invoices. M3BE data used: 'Accounts Receivable. Display' (ARS200) Data services used: List_InvoiceTransactionsAll Comment: ... |
| Additional Information Data grid |
Component ID: DataGrid_AdditionalInformationAll Purpose: Displays additional information related to invoices. M3BE data used: 'Customer Invoice. Display Add Info' (ARS216) Data services used: List_AdditionalInfoAll Comment: ... |
| Customer Details Form |
Component ID: Form_CustomerDetails Purpose: Shows basic customer contact details. M3BE data used: 'Customer. Open' (CRS610), 'Email Address. Open' (CRS111) Data services used: Get_CustomerDataAndEmail Comment: ... |
| Open Customer Orders Data grid |
Component ID: DataGrid_OpenCustomerOrders Purpose: Lists open customer orders. M3BE data used: 'Customer Order. Open Toolbox' (OIS300) Data services used: Search_OpenCustomerOrders Comment: You must activate the OOHEAD table for search in M3 Function Search Administration. |
| Order Lines Data grid |
Component ID: DataGrid_OpenCustomerOrderLines Purpose: Shows lines for selected open customer order. M3BE data used: 'Customer Order. Open Line Toolbox' (OIS301) Data services used: List_OpenCOLines Comment: ... |
| Delivery Address Form |
Component ID: Form_OpenCODeliveryAddress Purpose: Displays delivery address for open customer orders. M3BE data used: 'Customer Order. Connect Address' (OIS102) Data services used: Get_OpenCOAddress Comment: ... |
| Stopped Customer Orders Data grid |
Component ID: DataGrid_StoppedCustomerOrders Purpose: Lists stopped customer orders. M3BE data used: 'Customer Order. Open Toolbox' (OIS300) Data services used: Search_StoppedCustomerOrders Comment: You must activate the OOHEAD table for search in M3 Function Search Administration. Contains a button that you can use to release a stopped order. |
| Order Lines Data grid |
Component ID: DataGrid_StoppedCustomerOrderLines Purpose: Shows lines for stopped customer orders. M3BE data used: 'Customer Order. Open Line' (OIS101) Data services used: List_StoppedCOLines Comment: ... |
| Delivery Address Form |
Component ID: Form_StoppedCODeliveryAddress Purpose: Displays delivery address for stopped customer orders. M3BE data used: 'Customer Order. Connect Address' (OIS102) Data services used: Get_StoppedCOAddress Comment: ... |
| Open Maintenance Customer Orders Data grid |
Component ID: DataGrid_OpenMaintenanceOrders Purpose: Lists open maintenance customer orders. M3BE data used: 'Maintenance Customer Orders. Open' (COS100) Data services used: Search_OpenMaintenanceCustomerOrders Comment: You must activate the ACUORH table for search in M3 Function Search Administration. |
| Order Lines Data grid |
Component ID: DataGrid_OpenMaintenanceOrderLines Purpose: Shows lines for open maintenance customer orders. M3BE data used: 'Maintenance Customer Order. Open Line' (COS101) Data services used: List_OpenMCOLines Comment: ... |
| Site Address Form |
Component ID: Form_OpenMCOSiteAddress Purpose: Displays site address for open maintenance customer orders. M3BE data used: 'Maint CO. Connect Addresses' (COS105) Data services used: Get_OpenMCOAddress Comment: ... |
| Stopped Maintenance Orders Data grid |
Component ID: DataGrid_StoppedMaintenanceOrders Purpose: Lists stopped maintenance customer orders. M3BE data used: 'Maintenance Customer Orders. Open' (COS100) Data services used: Search_StoppedMaintenanceOrders Comment: You must activate the ACUROH table for search in M3 Function Search Administration. Contains a button that you can use to release the stopped order. |
| Order Lines Data grid |
Component ID: DataGrid_StoppedMaintenanceOrderLines Purpose: Shows lines for stopped maintenance customer orders. M3BE data used: 'Maintenance Customer Order. Open Line' (COS101) Data services used: List_StoppedMCOLines Comment: ... |
| Site Address Form |
Component ID: Form_StoppedMCOSiteAddress Purpose: Displays site address for stopped maintenance customer orders. M3BE data used: 'Maint CO. Connect Addresses' (COS105) Data services used: Get_StoppedMCOAddress Comment: ... |
| Open Rental Agreements Data grid |
Component ID: DataGrid_OpenRentalAgreements Purpose: Lists open rental agreements. M3BE data used: 'Rental Agreement. Open' (STS100) Data services used: Search_OpenRentalAgreements Comment: You must activate the STAGHE table for search in M3 Function Search Administration. |
| Rental Agreement Lines Data grid |
Component ID: DataGrid_OpenRentalAgreementLines Purpose: Shows lines for open rental agreements. M3BE data used: 'Rental Agreement. Open Lines' (STS201) Data services used: Search_OpenRentalAgreementLines Comment: You must activate the STAGHE table for search in M3 Function Search Administration. |
| Site Address Form |
Component ID: Form_OpenRentalSiteAddress Purpose: Displays site address for open rental agreement lines. M3BE data used: 'Rental Agreement. Open Lines' (STS201) Data services used: List_OpenRentalLineAddress Comment: ... |
| Stopped Rental Agreement Lines Data grid |
Component ID: DataGrid_StoppedRentalAgreementLines Purpose: Lists lines for stopped rental agreements. M3BE data used: 'Rental Agreement. Open Lines' (STS201) Data services used: Search_StoppedRentalAgreementLines Comment: You must activate the STAGLI table for search in M3 Function Search Administration. |
| Site Address Form |
Component ID: Form_StoppedRentalLineAddress Purpose: Displays site address for stopped rental agreement lines. M3BE data used: 'Rental Agreement. Open Lines' (STS201) Data services used: List_RentalLineAddress Comment: ... |
| Chart Customer Order Stop |
Component ID: Chart_CustomerOrderStopCode Purpose: Displays count of customer order stop codes. M3BE data used: 'Customer Order. Open Toolbox' (OIS300) Data services used: Search_StoppedCustomerOrders Comment: You must activate the OOHEAD table for search in M3 Function Search Administration. |
| Chart Customer Order Stop |
Component ID: Chart_MaintenanceOrderStopCode Purpose: Displays count of maintenance customer order stop codes. M3BE data used: 'Maintenance Customer Orders. Open' (COS100) Data services used: Search_StoppedMaintenanceOrders Comment: You must activate the ACUROH table for search in M3 Function Search Administration. |
| Chart Customer Order Stop |
Component ID: Chart_RentalStopCode Purpose: Displays count of rental agreement stop codes. M3BE data used: 'Rental Agreement. Open Lines' (STS201) Data services used: Search_StoppedRentalAgreementLines Comment: You must activate the STAGLI table for search in M3 Function Search Administration. |
Links and bookmarks
This table shows the links and bookmarks along with their purposes:
| Link ID | Type | Purpose |
|---|---|---|
| Link_GoogleMapsContactPersonDetails | External Web Link | Opens Google Maps with selected contact person’s address location. |
| Link_GoogleMapsOpenCODel | External Web Link | Opens Google Maps with the selected open customer order’s delivery address. |
| Link_GoogleMapsOpenMCOSite | External Web Link | Opens Google Maps with the selected open maintenance customer order’s site address. |
| Link_GoogleMapsOpenRentalSite | External Web Link | Opens Google Maps with the selected open rental agreement’s site address. |
| Link_GoogleMapsStoppedCODel | External Web Link | Opens Google Maps with the selected stopped customer order’s delivery address. |
| Link_GoogleMapsStoppedMCOSite | External Web Link | Opens Google Maps with the selected stopped maintenance customer order’s site address. |
| Link_GoogleMapsStoppedRentalSite | External Web Link | Opens Google Maps with the selected stopped rental agreement’s site address. |
Dialogs
This table shows the dialog ID and API programs with their purposes:
| Dialog ID | API program | Purpose |
|---|---|---|
| SimpleDialog_ReleaseCustomer | CRS610MI/ChgFinancial | Dialog for releasing a customer. |
| SimpleDialog_ReleaseOrder | OIS100MI/UpdCOStop | Dialog for releasing stopped customer order. |
| SimpleDialog_ReleaseMCO | COS120MI/UpdMCOStop | Dialog for releasing stopped maintenance customer order. |
| SimpleDialog_ReleaseRentalAgrementLine | STS128MI/UpdAgreeStop | Dialog for releasing stopped rental agreement line. |
Conditional styles
This table shows the conditional styles of the components:
| Component | Condition name | Target field | Condition | Styling |
|---|---|---|---|---|
| Details header | Condition_CustomerStatus90 | STAT | STAT=20 |
Icon: success Icon color: #1C7F49 - dark green |
| Details header | Condition_CustomerStatusBlocked | STAT | STAT=90 |
Icon: rejected-outline Icon color: #DA1217 - red |
| Details header | Condition_CustomerStatusError | STAT | STAT=11 |
Icon: alert Icon color: #CD6200 - orange |
| Form Credit Limit | Condition_DIF1LessThanZero | DIF1 | DIF1<0 |
Background color: #FBE7E8 - light red Text color: #DA1217 - red |
| Form Credit Limit | Condition_DIF1GreaterThanZero | DIF1 | DIF1≥0 | |
| Form Credit Limit | Condition_DI21LessThanZero | DIF2 | DIF2<0 |
Background color: #FBE7E8 - light red Text color: #DA1217 - red |
| Form Credit Limit | Condition_DIF2GreaterThanZero | DIF2 | DIF2≥0 | |
| Form Credit Limit | Condition_DIF3LessThanZero | DIF3 | DIF3<0 |
Background color: #FBE7E8 - light red Text color: #DA1217 - red |
| Form Credit Limit | Condition_DIF3GreaterThanZero | DIF3 | DIF3≥0 | |
| Form Credit Limit | Condition_ODUELessThanZero | ODUE | ODUE>0 |
Background color: #FBE7E8 - light red Text color: #DA1217 - red |
| Form Credit Limit | Condition_ODOEGreaterThanZero | ODUE | ODUE≥0 | |
| Data Grid Open Invoices | Condition_OverdueInvoice | DUDT | See app |
Background color: #FBE7E8 - light red Text color: #DA1217 - red Icon: error Icon color: #DA1217 - red |
| Data Grid Overdue Invoices | Condition_InvoiceStatusReminder | RMST | RMST=9 |
Background color: #FBE7E8 - light green Text color: #1C7F49 - green Icon: apply-rule Icon color: #1C7F49 - green |
| Data Grid Overdue Invoices | Condition_NumberofRminders | RMQT | RMQT=0 and RMST=9 |
Background color: #FEF2E5 - light orange Text color: #BB5500 - orange Icon: alert Icon color: #BB5500 - orange |
| Data Grid Open Customer Orders | Condition_COStop | OBLC | OBLC>0 and OBLC=<8 |
Background color: #FBE7E8 - light red Text color: #C31014 - red Icon: stop-button Icon color: # C31014 - red |
| Data Grid Open Customer Orders | Condition_COLateReqDelDate | RLDZ | See app |
Background color: #FBE7E8 - light red Text color: #C31014 - red Icon: error Icon color: # C31014 - red |
| Data Grid Open Customer Orders | Condition_LowStat66Delivered | ORSL | ORSL=66 |
Text color: #CD6200 - orange Icon: alert Icon color: # CD6200 - orange |
| Data Grid Open Customer Orders | Condition_HighStat66Delivered | ORST | ORST=66 |
Text color: #CD6200 - orange Icon: alert Icon color: # CD6200 - orange |
| Data Grid Stopped Customer Orders | Condition_LateReqDelDate | RLDZ | See app |
Background color: #FBE7E8 - light red Text color: #C31014 - red Icon: error Icon color: # C31014 - red |
| Data Grid Stopped Customer Orders | Condition_LowStat66Delivered | ORSL | ORSL=66 |
Text color: #CD6200 - orange Icon: alert Icon color: # CD6200 - orange |
| Data Grid Stopped Customer Orders | Condition_HighStat66Delivered | ORST | ORST=66 |
Text color: #CD6200 - orange Icon: alert Icon color: # CD6200 - orange |
| Data Grid Open Maintenance Customer Orders | Condition_MCOLateReqDelDate | RLDT | See app |
Background color: #FBE7E8 - light red Text color: #C31014 - red Icon: error Icon color: # C31014 - red |
| Data Grid Open Maintenance Customer Orders | Condition_COStop | OBLC | OBLC>0 and OBLC<8 |
Background color: #FBE7E8 - light red Text color: #C31014 - red Icon: stop-button Icon color: # C31014 - red |
| Data Grid Stopped Maintenance Customer Orders | Condition_LateReqDelDate | RLDT | See app |
Background color: #FBE7E8 - light red Text color: #C31014 - red Icon: error Icon color: # C31014 - red |
| Data Grid Open Rental Agreement Lines | Condition_RentalCOStop | OBLC | OBLC>0 and OBLC<8 |
Background color: #FBE7E8 - light red Text color: #C31014 - red Icon: stop-button Icon color: # C31014 - red |
| Data Grid Open Rental Agreement Lines | Condition_RentalLateValidFromDate | FVDT | See app |
Background color: #FBE7E8 - light red Text color: #C31014 - red Icon: error Icon color: # C31014 - red |
| Data Grid Open Rental Agreement Lines | Condition_Terminated | STAT | STAT=40 | Text override: Terminated |
| Data Grid Open Rental Agreement Lines | Condition_Registered | STAT | STAT=20 | Text override: Registered |
| Data Grid Open Rental Agreement Lines | Condition_OnRent | STAT | STAT=50 | Text override: On rent |
| Data Grid Open Rental Agreement Lines | Condition_FinalInvoice | STAT | STAT=90 | Text override: Final invoice |
| Data Grid Open Rental Agreement Lines | Condition_Completed | STAT | STAT=96 | Text override: Completed |
| Data Grid Stopped Rental Agreement Lines | Condition_LateReqDelDate | FVDT | See app |
Background color: #FBE7E8 - light red Text color: #C31014 - red Icon: error Icon color: # C31014 - red |
| Data Grid Stopped Rental Agreement Lines | Condition_Terminated | STAT | STAT=40 | Text override: Terminated |
| Data Grid Stopped Rental Agreement Lines | Condition_Registered | STAT | STAT=20 | Text override: Registered |
| Data Grid Stopped Rental Agreement Lines | Condition_OnRent | STAT | STAT=50 | Text override: On rent |
| Data Grid Stopped Rental Agreement Lines | Condition_FinalInvoice | STAT | STAT=90 | Text override: Final invoice |
| Data Grid Stopped Rental Agreement Lines | Condition_Completed | STAT | STAT=96 | Text override: Completed |