Credit Control - Overview

Overview

These are the functionalities of the Experience Designer Credit Control application:

  • Shows the customers' credit limits and financial data with the possibility to update the data.
  • Shows an overview of the customers' invoices that are open and paid.
  • Shows an overview of the customer orders, maintenance customer orders, and rental agreements that are open and stopped.
  • Releases the stopped customer orders, maintenance customer orders, and rental agreement lines.

You can use the application as is, but we highly recommend that you copy the application to a new version because updates are deployed to these types of applications regularly. If the application is copied, then you can continuously modify the application to meet the customer's requirements. You can remove or replace the applications that we deliver.

M3 Business Engine prerequisites

To display data in the Credit Control application, you must have customers set up in 'Customer. Open' (CRS610).

The 'Information Browser Category. Open' (CMS010) record, M3CREDCTRL_01 is used by LISTMI in the application. Copy the custom list used in the application if you must adjust the custom list to meet the customer's requirements.