Leasing Agreements Hub
Leasing Agreements Hub is an Experience Designer application that works with financial agreements with type 1-'leasing'. To achieve this, select an agreement and view the related agreement lines. When an agreement and connected agreement line is selected, you can view related information such as details of the fixed asset or equipment for the agreement line. New agreements and lines can be created or deleted. Changing the agreements and lines open 'Financial Agreement. Open' (AGS100) or 'Financial Agreement. Open Lines' (AGS101).
User stories
The standard configuration of the Leasing Agreements Hub displays agreements for which the user has the role of financial agreement responsible. Users can filter agreements by status to identify required actions.
M3 Business Engine configuration
To display the agreements in the Leasing Agreements Hub application, ensure that the table FFAMAS is searchable in M3 Function Search Administration.
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.
| API program | API transaction | Information category | View | Notes |
|---|---|---|---|---|
| AGS100MI | AddFinAgr | |||
| AGS100MI | DltFinAgr | |||
| AGS100MI | GetFinAgr | |||
| AGS101MI | addAgrLin | |||
| AGS101MI | DltAgrLin | |||
| AGS101MI | GetAgrLin | |||
| AGS101MI | LstAgrLin | |||
| CRS630MI | LstAccountID | |||
| CRS692MI | SearchBnkAcc | To ensure this API works as expected, you must activate the CBANAC table for search in M3 Function Search Administration. | ||
| FAS001MI | GetAsset | |||
| FAS002MI | Get | |||
| FAS075MI | LstFATypes | |||
| LISTMI | ListDataAsCSV | M3_LIST_FFAACC | M3_01_01 | |
| LISTMI | ListDataAsCSV | M3_LIST_FFAMAS | M3_01_01 | To ensure this API works as expected, you must activate the FFAMAS table for search in M3 Function Search Administration. |
| LISTMI | ListDataAsCSV | M3_LIST_CSYTAB | M3_01_01 | To ensure this API works as expected, you must activate the CSYTAB table for search in M3 Function Search Administration. |
| LISTMI | ListDataAsCSV | M3_LIST_FFASVL | M3_01_01 | |
| LISTMI | ListDataAsCSV | M3_LIST_FFAPAY | M3_01_01 | |
| LISTMI | ListDataAsCSV | M3_LIST_FFAPAY | M3_02_01 | |
| 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. |
| MMS200MI | Get | |||
| MMS240MI | GetBasic |
Limitations
Financial agreements have two types, 1-'leasing' and 2-'agreement'. This application does not apply to type 2-'agreements'.
When you change an agreement or an agreement line, either 'Financial Agreement. Open' (AGS100) or 'Financial Agreement. Open Lines' (AGS101) opens because no API transaction is available to update agreements or agreement lines.
When you create a new invoice‑based or payment‑based agreement, the 'FAM function' field cannot be browsed. The field can be changed from text input to browse mode, but browsing is not supported at this time.
How to use the application
View and manage agreements and agreement lines
The application starts on the 'Agreements' data grid. You can list and search for agreements on this data grid. When you select an agreement, the page shows the agreement lines, key values, and a status overview displayed in a pie chart. The toolbar includes options to create, update, or remove an agreement.
The toolbar button in the application header opens 'Financial Agreement. Select Operation' (AGS190). You can run operations after selecting both an agreement and a line. Examples include creating account entries, re‑evaluating lease liability, activating a line, or creating and managing proposals.
View Fixed Asset Information
On the Fixed asset tab, asset information is shown when the selected agreement line has a fixed asset linked to it. If no fixed asset is linked, the Value Types section shows aggregated values. When a fixed asset is linked, the values are specific to that asset. This view provides access to asset details without leaving the application.
View Equipment Information
The Equipment tab shows equipment information connected to the selected agreement line. If no equipment is linked, detailed information is not shown on the tab. The purpose is similar to the Fixed Asset tab but focused on equipment details.
Payment Plan
The Payment Plan tab displays the payment structure of the agreement. When you select a payment plan record, related agreement lines are shown. The Payment Progress chart uses data from the payment plan to visualize the progress.
Review Account Entries
On the Account Entries tab, account entries related to the selected agreement line are shown. This view gives you a clear overview to follow-up on financial postings related to the agreement line.
Applications
The Leasing Agreements Hub application provides access or has a link to the Item Overview (M3ITEMOVE) Experience Designer application.
Components
| Component | Component details |
|---|---|
| Application header |
Component ID: appHeaderLeasing Purpose: Displays the application header. |
| DataGrid_Agreements |
Component ID: DataGrid_Agreements Purpose: Main list of leasing agreements. M3BE data used: AGS100MI Data services used: List_Agreements, Delete_Agreement |
| DataGrid_AgreementLines |
Component ID: DataGrid_AgreementLines Purpose: Shows agreement lines for the selected agreement. M3BE data used: AGS101MI Data services used: List_AgreementLines, Delete_AgreementLine |
| DataGrid_AgreementPaymentPlan |
Component ID: DataGrid_AgreementPaymentPlan Purpose: Displays payment plan rows related to the selected agreement. M3BE data used: FFAPAY Data services used: List_PaymentPlanAgreement |
| DataGrid_PaymentPlanAgreementLine |
Component ID: DataGrid_PaymentPlanAgreementLine Purpose: Lists payment plan entries for a specific agreement line. M3BE data used: FFAPAY Data services used: List_PaymentPlanAgreementLine |
| DataGrid_PaymentPlanLinesFromAgreement |
Component ID: DataGrid_PaymentPlanLinesFromAgreement Purpose: Shows related payment plan lines pulled from an agreement. M3BE data used: FFAPAY Data services used: List_PaymentPlanLineFromAgreement |
| DataGrid_AccountEntries |
Component ID: DataGrid_AccountEntries Purpose: Lists accounting entries or voucher lines related to an agreement line. M3BE data used: FFAACC Data services used: List_AccountEntries |
| Chart_PaymentPlanAgreement |
Component ID: Chart_PaymentPlanAgreement Purpose: Visual payment progress chart for the selected agreement. M3BE data used: FFAPAY Data services used: List_PaymentPlanAgreement |
| Form_AgreementDetails |
Component ID: Form_AgreementDetails Purpose: Displays detailed fields for a selected agreement. M3BE data used: AGS100MI Data services used: Get_FinancialAgreement |
| Form_AgreementLineDetails |
Component ID: Form_AgreementLineDetails Purpose: Shows detailed fields for a selected agreement line. M3BE data used: AGS101MI Data services used: Get_FinancialAgreementLine |
| Form_Equipment_ItemDetails |
Component ID: Form_Equipment_ItemDetails Purpose: Displays item or basic equipment details. M3BE data used: MMS200MI Data services used: Get_ItemBasicData |
| Form_Equipment_PurchaseDetails |
Component ID: Form_Equipment_PurchaseDetails Purpose: Shows purchase or serial-related info. M3BE data used: MMS240MI Data services used: Get_ItemSerialBasicData |
| Form_KeyValues |
Component ID: Form_KeyValues Purpose: Displays key values for to the selected agreement line. M3BE data used: FAS001MI, FAS002MI Data services used: Process_FinancialAgreementLineKeyValues |
| Form_Equipment_details |
Component ID: Form_Equipment_details Purpose: Displays equipment details. M3BE data used: MMS240MI Data services used: Get_ItemSerialBasicData |
| Chart_LinesStatus |
Component ID: Chart_LinesStatus Purpose: Displays status breakdown. M3BE data used: AGS101MI Data services used: List_AgreementLines |
| DataGrid_FA_ValueTypes |
Component ID: DataGrid_FA_ValueTypes Purpose: Lists fixed-asset value types for the selected asset or line. M3BE data used: FFASVL Data services used: List_FixedAssetValueTypes |
| Chart_FA_ValueTypes |
Component ID: Chart_FA_ValueTypes Purpose: Column chart of value types. M3BE data used: FFASVL Data services used: List_FixedAssetValueTypes |
| Form_FA_Comments_Classification |
Component ID: Form_FA_Comments_Classification Purpose: Displays comments and classification details. M3BE data used: FAS002MI Data services used: Get_FixedAsset |
| Form_FA_Acquisition |
Component ID: Form_FA_Acquisition Purpose: Displays acquisition and activation details. M3BE data used: FAS002MI Data services used: Get_FixedAsset |
| Form_FA_Location |
Component ID: Form_FA_Location Purpose: Displays location details. M3BE data used: FAS002MI Data services used: Get_FixedAsset |
| Form_FA_Identification |
Component ID: Form_FA_Identification Purpose: Displays identification and cost of capital details. M3BE data used: FAS002MI Data services used: Get_FixedAsset |
| Form_FA_Service |
Component ID: Form_FA_Service Purpose: Displays service and leasing details. M3BE data used: FAS002MI Data services used: Get_FixedAsset |
| Form_FA_CmpSpecInfo |
Component ID: Form_FA_CmpSpecInfo Purpose: Displays user-defined fields. M3BE data used: FAS002MI Data services used: Get_FixedAsset |
| Form_FA_Accounting |
Component ID: Form_FA_Accounting Purpose: Displays accounting string details. M3BE data used: FAS002MI Data services used: Get_FixedAsset |
| Form_FA_Sales |
Component ID: Form_FA_Sales Purpose: Displays sales and invoice related details. M3BE data used: FAS002MI Data services used: Get_FixedAsset |
| Form_FA_PhysicalInventory |
Component ID: Form_FA_PhysicalInventory Purpose: Displays physical inventory details. M3BE data used: FAS002MI Data services used: Get_FixedAsset |
| Form_FA_DepreciationRule |
Component ID: Form_FA_PhysicalInventory Purpose: Displays depreciation details. M3BE data used: FAS002MI Data services used: Get_FixedAsset |
| Form_Equipment_TransactionDates |
Component ID: Form_Equipment_TransactionDates Purpose: Displays transaction dates. M3BE data used: MMS240MI Data services used: Get_ItemSerialBasicData |
| Chart_PaymentPlanAgreementLine |
Component ID: Chart_PaymentPlanAgreementLine Purpose: Visual payment progress chart for the selected agreement line. M3BE data used: FFAPAY Data services used: List_PaymentPlanAgreementLine |
Links and bookmarks
| Link ID | Type | Purpose |
|---|---|---|
| Link_UpdateFinAgrLine | M3 Automation | Edits selected agreement line |
| Link_UpdateFinAgr | M3 Automation | Edits selected agreement |
| Link_ItemOverview | M3 Bookmark | Opens application 'Item Overview' |
| Link_Equipment | M3 Bookmark | Opens 'Equipment/Serialized Item. Open' (MMS240) |
| Link_AgrLnPayPlan | M3 Bookmark | Opens 'Financial Agreement. Open Payment Plan' (AGS110) |
| Link_AgrPayPlan | M3 Bookmark | Opens (AGS110) |
| Link_RecurringPayment | M3 Automation | Opens (AGS110) |
| Link_FinAgrSelOperation | M3 Automation | Opens 'Financial Agreement. Select Operation' (AGS190) for operations |
| Link_FixedAssetOpen | M3 Bookmark | Opens 'Fixed Asset. Open' (FAS001) |
| Link_AgrRelLnPayPlan | M3 Bookmark | Open (AGS110) |
Dialogs
The dialogs create new financial agreements of type 1 for leasing or new agreement lines for a selected agreement by using existing API transactions.
| Dialog ID | API program | Purpose |
|---|---|---|
| Dialog_AddPaymentBased | AGS100MI | Adds new payment based agreement |
| Dialog_AddInvoiceBased | AGS100MI | Adds new invoice based agreement |
| Dialog_AddAgreementLine | AGS101MI | Adds new agreement line |
Conditional styles
| Component | Condition name | Target field | Condition | Styling |
|---|---|---|---|---|
| DataGrid_AgreementLines | Condition_FALS_35 | FALS | FALS equals 35 | Orange with icon 'partially submitted' |
| DataGrid_AgreementLines | Condition_FixedAsset | ASID | ASID does not equal empty | Link to 'Fixed Asset. Open' (FAS001) |
| DataGrid_AgreementLines | Condition_Item | ITNO | ITNO does not equal empty | Link to app 'Item Overview' |