Credit Control

Document Management configuration

These are the IDM links in the application:
  • Displaying open customer invoices. This link uses the Customer Invoice document type and the Invoice Number attribute. (/M3_CustomerInvoice[@M3_InvoiceNumber = “”]).
  • Displaying all customer invoices. This link uses the Customer Invoice document type and the Invoice Number attribute. (/M3_CustomerInvoice[@M3_InvoiceNumber = “”]).
  • Displaying open customer order confirmations. This link uses the Order Confirmation document type and the Order Number attribute. (/M3_OrderConfirmation[@M3_OrderNumber = “”]).
  • Displaying open maintenance customer orders. This link uses the Order Confirmation document type and the Order Number attribute. (/M3_OrderConfirmation[@M3_OrderNumber = “”]).
  • Displaying open rental agreements. This link uses the document type Document. (/MDS_GenericDocument[@RESOURCENAME = “”]).
  • Displaying stopped customer orders. This link uses the Order Confirmation document type and the Order Number attribute. (/M3_OrderConfirmation[@M3_OrderNumber = “”]).

  • Displaying stopped maintenance customer orders. This link uses the Order Confirmation document type and the Order Number attribute. (/M3_OrderConfirmation[@M3_OrderNumber = “”]).
  • Displaying stoppped rental agreements. This link uses the document type Document. (/MDS_GenericDocument[@RESOURCENAME = “”]).

The IDM links are based on the standard configuration of IDM. For the links to work correctly, check or reconfigure the links in each new environment in which the Credit Control application is installed to adjust the links to your requirements.

See information on specific component configurations in Components.

Application Authorization

You must be authorized to access and run the Experience Designer application to the M3 Business Engine functions and API transactions that are used by the application.

This table shows the functions and transactions that are used by the Credit control application:

Function or API Transaction Information Category View
ARS200MI LstInvByDivi
ARS200MI LstInvoiceTrans
ARS251MI LstInfo
CMS055MI LstByCustomer
COS100MI GetAddress
COS100MI LstMCOLines
COS100MI SearchHead
COS120MI UpdMCOStop
CRS610MI SearchCustomer
CRS610MI LstAddresses
CRS610MI GetAddress
CRS610MI GetFinancial
CRS610MI ChgFinancial
CRS610MI ChgOrderInfo
CRS610MI ChgBasicData
CRS610MI GetOrderInfo
CRS610MI GetBasicData
CRS618MI Get
LISTMI LstDataAsCSV M3CREDCTRL_01 STD08-00
OIS100MI SearchHead
OIS100MI LstLine
OIS100MI GetAddress
OIS120MI UpdCOStop
STS100MI SearchAgreement
STS128MI UpdAgreeStop
STS201MI LstRentalLine
STS201MI SearchAgrLine

Limitations

  • When using a bookmark link or an M3 Automation link, you must press 'Previous/F12' to go back to the Experience Designer application.
  • If the M3BE function contains an API for add, change, delete, and other functions, then you can add the functions in related components. In this application, adding the functions is only done for some components and you can use this as examples when or if you have to further develop the functions of the app. The same applies to bookmarks and M3 Automation.
  • When the application is still open, you can change the company and division using Ctrl + R in M3. However, you must close and re-open the application to show the correct data.
  • The Credit Control application only works when the customer is the same as the payer.
  • The Credit Control application does not work in H5 classic. You must enable the latest version of H5 to use this application.

Index List and Details Header

The Credit Control application starts with an index list, which shows the customers and some data connected to customers. The details header section also shows customer data.

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

The Invoices tab consists of these tabs:

  • Open Invoices: This tab contains three data grids and one media component. When selecting a customer in the index list, the data grid that shows the open invoices and the data grid that shows the total invoice sum per currency are populated with data. When selecting an open invoice, the data grid that shows additional information is populated with data, and the connected invoice is displayed in the media component called 'Invoice'.
  • All Invoices: This tab contains two data grids and one media component. When selecting a customer in the index list, the data grid that shows all invoices is populated with data. When selecting an invoice, the data grid that shows the invoice transactions is populated with data, and the connected invoice is displayed in the media component called 'Invoice'.

Open Orders and Rental Agreements

The Open Orders and Rental Agreements tab consists of these tabs:

  • Customer Orders: This tab contains two data grids, one form, and one media component. 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. The media component called 'Order Confirmation' also displays the connected order confirmation when selecting an order.
  • Maintenance Customer Orders: This tab contains two data grids, one form, and one media component. 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 site address are populated with data. The media component called 'Order Confirmation' also displays the connected order confirmation when selecting an order.
  • Rental Agreements: This tab contains two data grids, one form, and one media component. When selecting a customer in the index list, the data grid that shows the open agreements is populated with data. When selecting an agreement, the data grid that shows the agreement lines and the form that shows the site address are populated with data. The media component called 'Rental Agreement Document' also displays the connected agreement document when selecting an agreement.

Stopped Orders and Rental Agreements

The Stopped Orders and Rental Agreements tab consists of these tabs:

  • Customer Orders: This tab contains two data grids, one form, and one media component. When selecting a customer in the index list, the data grid that shows the stopped 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. The media component called 'Order Confirmation' also displays the connected order confirmation when selecting an order.
  • Maintenance Customer Orders: This tab contains two data grids, one form, and one media component. When selecting a customer in the index list, the data grid that shows the stopped 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. The media component called 'Order Confirmation' also displays the connected order confirmation when selecting an order.
  • Rental Agreements: This tab contains one data grid, one form, and one media component. When selecting a customer in the index list, the data grid that shows the stopped agreement lines is populated with data. When selecting an agreement line, the form that shows the site address is populated with data. The media component called 'Rental Agreement Document' also displays the connected agreement document when selecting an agreement line.

Contact Information

The Contact Information tab contains two data grids and two forms. When selecting a customer in the index list, the data grids that show the customer address and contact persons are populated with data. When selecting a customer address, the form that shows the address details is populated with data. When selecting a contact person, the form that shows the contact person details is populated with data.

Components

This table shows the components and the component details of the Credit Control application:
Component Component details
Application header

Purpose: This component shows the application header.

Comment: This component includes button that is used to release the stopped customer.

Component ID: AppHeader

Release customer button

Purpose: This button is used to release the stopped customer.

M3 BE data used: 'Customer. Open' (CRS610)

Comment: This button opens a dialog that is used to release a customer. The Customer stop (BLCD) field in the dialog is hidden and hard-coded to value 0. This component retrieves the customer number and customer name from the index list.

Component ID: SimpleDialog_ReleaseCustomer

Data services used: Update_ReleaseCustomer

Index List

Purpose: This component is used to search and list customers.

M3 BE data used: 'Customer. Open' (CRS610)

Comment: This component is sorted by customer number by default. You must activate the OCUSMA table for search in M3 Function Search Administration.

Component ID: IndexList_Customers

Data services used: Search_Customers

Details Header

Purpose: This component shows the general details about the customer.

M3 BE data used: 'Customer. Open' (CRS610)

Comment: This component has a placeholder for the customer logo beside the customer number and retrieves the customer number from the index list.

Configuration: Add a valid IDM link to the customer number logo in the 'Image' header in the component.

Component ID: DetailsHeader_CustomerDetails

Data services used: Get_CustomerData

Financial Details form

Purpose: This component is used to show and modify the financial customer information.

M3 BE data used: 'Customer. Open' (CRS610)

Comment: This component has buttons to modify and refresh data. The refresh button uses the same data service as the form component. This component retrieves the customer number from the index list and uses several API transactions in one data service.

Component ID: Form_CustFinancialDetails

Data services used: Get_CustomerData and Update_CustomerData

Credit Limit form

Purpose: This component is used to show and modify the customer credit limit information.

M3 BE data used: 'Customer. Open' (CRS610)

Comment: This component has buttons to modify and refresh data. The refresh button uses the same data service as the form component. This component retrieves the customer number from the index list and uses several API transactions in one data service.

Component ID: Form_CreditLimit

Data services used: Get_CreditLimits and Update_CreditLimits

Open invoices data grid Purpose: This component is used to show a list of open invoices that are connected to the customer.

M3 BE data used: 'Accounts Receivable. Display' (ARS200)

Comment: The Only open invoices (AAC0) field is set to 1 to only include open invoices. This component retrieves the customer number from the index list.

Component ID: DataGrid_OpenInvoices

Data services used: List_OpenInvoices

Invoice media

Purpose: This component is used to show the invoice document connected to the customer invoice number in IDM.

Comment: This component contains an IDM placeholder which you must configure for each implementation project. This component retrieves the invoice number from the data grid with open invoices.

Component ID: Media_OpenInvoices

Total Invoice Sum Per Currency data grid

Purpose: This component is used to show the total amount of open invoices per invoice currency in the division’s local currency.

M3 BE data used: 'Accounts Receivable. Display' (ARS200), 'Company. Connect Division' (MNS100) and 'Voucher. Display' (GLS200)

Comment: The M3CREDCTRL_01 custom list and the STD08-00 view with payer as filter and internal reconciliation code as selection fields are used by this component. This component retrieves the customer number as payer from the index list. The internal reconciliation code is between blank and 8 to only include open invoices.

Component ID: DataGrid_InvoiceSumPerCurrency

Data services used: ListMI_InvoiceSumPerCurrency

Additional information data grid

Purpose: This component shows additional information that is connected to the open invoices.

M3 BE data used: 'Customer Invoice. Display Add Info' (ARS216)

Comment: This component retrieves the journal number, journal sequence number, and year from data grid with open invoices.

Component ID: DataGrid_AdditionalInformation

Data services used: List_AdditionalInfo

All invoices data grid

Purpose: This component shows a list of all invoices that are connected to the customer.

M3 BE data used: 'Accounts Receivable. Display' (ARS200)

Comment: This component retrieves the customer number from the index list.

Component ID: DataGrid_AllInvoices

Data services used: List_AllInvoices

Invoice media

Purpose: This component is used to show the invoice document connected to the customer invoice number in IDM.

Comment: This component contains an IDM placeholder which you must configure for each implementation project. This component retrieves the invoice number from the data grid with all invoices.

Component ID: Media_AllInvoices

Separate Payments data grid

Purpose: This component shows a list of separate payments that are completed for an invoice.

M3 BE data used: 'Customer Invoice. Display Separate' (ARS215)

Comment: This component retrieves payer, invoice number, and invoice year from the data grid with all invoices and the customer number from the index list.

Component ID: DataGrid_InvoiceSeparatePayments

Data services used: List_SeparatePayments

Open Customer Orders data grid

Purpose: This component shows a list of open customer orders that are connected to the customer.

M3 BE data used: 'Customer Order. Open Toolbox' (OIS300)

Comment: This component retrieves the customer number from the index list. The Lowest status - customer order (ORSL) field is set to [22 TO 66] so that only the open orders are included. You must activate the OOHEAD table for search in M3 Function Search Administration.

Component ID: DataGrid_OpenCustomerOrders

Data services used: Search_OpenCustomerOrders

Order Confirmation media

Purpose: This component is used to show the order confirmation document connected to the customer order number in IDM.

Comment: This component contains an IDM placeholder, which you must configure for each implementation project. This component retrieves the order number from the data grid with open customer orders.

Component ID: Media_OpenCustomerOrders

Order Lines data grid

Purpose: This component shows a list of order lines that are connected to the open customer orders.

M3 BE data used: 'Customer Order. Open Line' (OIS101)

Comment: This component retrieves the order number from the data grid with open customer orders.

Component ID: DataGrid_OpenCustomerOrderLines

Data services used: List_OpenCOLines

Delivery Address form

Purpose: This component shows the delivery address that is connected to the open orders.

M3 BE data used: 'Customer Order. Connect Address' (OIS102)

Comment: This component retrieves the order number from the data grid with open orders. The Address type (ADRT) field is set to 1 to only include delivery address.

Component ID: Form_OpenCODeliveryAddress

Data services used: Get_OpenCOAddress

Open Maintenance Customer Orders data grid

Purpose: This component shows a list of open maintenance customer orders that are connected to the customer.

M3 BE data used: 'Maintenance Customer Orders. Open' (COS100)

Comment: This component retrieves the customer number from the index list. The Lowest status (AOSL) field is set to [00 TO 69] so that only the open maintenance customer orders are included. You must activate the ACUORH table for search in M3 Function Search Administration.

Component ID: DataGrid_OpenMaintenanceOrders

Data services used: Search_OpenMaintenanceCustomerOrders

Order Confirmation media

Purpose: This component is used to show the order confirmation document connected to the maintenance customer order number in IDM.

Comment: This component contains an IDM placeholder, which you must configure for each implementation project. This component retrieves the order number from the data grid with open maintenance customer orders.

Component ID: Media_OpenMCOConfirmation

Order Lines data grid

Purpose: This component shows a list of order lines that are connected to the open maintenance customer orders.

M3 BE data used: 'Maintenance Customer Order. Open Line' (COS101)

Comment: This component retrieves the order number from the data grid with open maintenance customer orders.

Component ID: DataGrid_OpenMaintenanceOrder-

Lines

Data services used: List_OpenMCOLines

Site Address form

Purpose: This component shows the site address that is connected to the open maintenance customer orders.

M3 BE data used: 'Maint CO. Connect Addresses' (COS105)

Comment: This component retrieves the order number from the data grid with open maintenance customer orders. The Address type (ADRT) field is set to 2 to only include site address.

Component ID: Form_OpenMCOSiteAddress

Data services used: Get_OpenMCOAddress

Open Rental Agreements data grid

Purpose: This component shows a list of open rental agreements that are connected to the customer.

M3 BE data used: 'Rental Agreement. Open' (STS100)

Comment: This component retrieves the customer number from the index list. The 'lowest status - agreement line' field is set to [12 TO 20] so that only the open rental agreements are included. You must activate the STAGHE table for search in M3 Function Search Administration.

Component ID: DataGrid_OpenRentalAgreements

Data services used: Search_OpenRentalAgreements

Rental Agreement Document media

Purpose: This component is used to show the rental agreement document connected to the rental agreement number in IDM.

Comment: This component contains an IDM placeholder, which you must configure for each implementation project. This component retrieves the agreement number from the data grid with open rental agreements.

Component ID: Media_OpenRentalAgreementDocument

Rental Agreement Lines data grid

Purpose: This component shows a list of rental agreement lines that are connected to the open rental agreements.

M3 BE data used: 'Rental Agreement. Open Lines' (STS201)

Comment: This component retrieves the agreement number from the data grid with open rental agreements. You must activate the STAGLI table for search in M3 Function Search Administration.

Component ID: DataGrid_OpenRentalAgreement-Lines

Data services used: Search_OpenRentalAgreement-Lines

Site Address form

Purpose: This component shows the site address that is connected to the open rental agreement line.

M3 BE data used: 'Rental Agreement. Open Lines' (STS201)

Comment: This component retrieves the agreement number from the data grid with open rental agreements.

Component ID: Form_OpenRentalSiteAddress

Data services used: List_OpenRentalLineAddress

Stopped Customer Orders data grid

Purpose: This component shows a list of stopped orders that are connected to the customer.

M3 BE data used: 'Customer Order. Open Toolbox' (OIS300)

Comment: This component retrieves the customer number from the index list. The Customer order stop (OBLC) field is set to [1 TO 8] to only include stopped orders. You must activate the OOHEAD table for search in M3 Function Search Administration.

Component ID: DataGrid_StoppedCustomerOrders

Data services used: Search_StoppedCustomerOrders

Release order button

Purpose: This button is used to release the stopped customer order.

M3 BE data used: 'Customer Order. Stop' (OIS120)

Comment: A dialog is used by this button to release the customer order. The Customer order stop (OBLC) field in the dialog is hidden and hard-coded to contain value 9. This button retrieves the order number from the data grid with stopped orders.

Component ID: SimpleDialog_ReleaseOrder

Data services used: Update_ReleaseOrder

Order Confirmation media

Purpose: This component is used to show the customer order confirmation document connected to the customer order number in IDM.

Comment: This component contains an IDM placeholder, which you must configure for each implementation project. This component retrieves the order number from the data grid with stopped customer orders.

Component ID: Media_StoppedCustomerOrders

Order Lines data grid

Purpose: This component shows a list of order lines that are connected to the stopped customer orders.

M3 BE data used: 'Customer Order. Open Line' (OIS101)

Comment: This component retrieves the order number from data grid with stopped customer orders.

Component ID: DataGrid_StoppedCustomerOrder-Lines

Data services used: List_StoppedCOLines

Stopped Maintenance Customer Orders data grid

Purpose: This component shows a list of stopped maintenance customer orders that are connected to the customer.

M3 BE data used: 'Maintenance Customer Orders. Open' (COS100)

Comment: This component retrieves the customer number from the index list. The Customer order stop (OBLC) field is set to [1 TO 8] to only include stopped orders. You must activate the ACUROH table for search in M3 Function Search Administration.

Component ID: DataGrid_StoppedMaintenance-Orders

Data services used: Search_StoppedMaintenance-Orders

Order Confirmation media

Purpose: This component is used to show the order confirmation document connected to the maintenance customer order number in IDM.

Comment: This component contains an IDM placeholder, which you must configure for each implementation project. This component retrieves the order number from the data grid with stopped maintenance customer orders.

Component ID: Media_StoppedMCOConfirmation

Order Lines data grid

Purpose: This component shows a list of order lines that are connected to the stopped maintenance customer orders.

M3 BE data used: 'Maintenance Customer Order. Open Line' (COS101)

Comment: This component retrieves the order number from the data grid with stopped maintenance customer orders.

Component ID: DataGrid_StoppedMaintenanceOrder-Lines

Data services used: List_StoppedMCOLines

Site Address form

Purpose: This component shows the site address that is connected to the stopped maintenance customer order.

M3 BE data used: 'Maint CO. Connect Addresses' (COS105)

Comment: This component retrieves the order number from the data grid with stopped maintenance customer orders. The Address type (ADRT) field is set to 2 to only include site address.

Component ID: Form_StoppedRentalSiteAddress

Data services used: Get_StoppedMCOAddress

Stopped Agreement Lines data grid

Purpose: This component shows a list of stopped rental agreement lines that are connected to the customer.

M3 BE data used: 'Rental Agreement. Open Lines' (STS201)

Comment: This component retrieves the customer number from the index list. The Customer order stop (OBLC) field is set to [1 TO 8] to only include stopped agreement lines. You must activate the STAGLI table for search in M3 Function Search Administration.

Component ID: DataGrid_StoppedRentalAgreement-Lines

Data services used: Search_StoppedRentalAgreementLines

Rental Agreement Document media

Purpose: This component is used to show the rental agreement document connected to the rental agreement number in IDM.

Comment: This component contains an IDM placeholder, which you must configure for each implementation project. This component retrieves the agreement number from the data grid with stopped rental agreement lines.

Component ID: Media_StoppedRentalAgreement-Document

Site Address form

Purpose: This component shows the site address that is connected to the stopped rental agreement lines.

M3 BE data used: 'Rental Agreement. Open Lines' (STS201)

Comment: This component retrieves the agreement number from the data grid with stopped rental agreement lines.

Component ID: Form_StoppedRentalLineAddress

Data services used: List_RentalLineAddress

Delivery Address form

Purpose: This component shows the delivery address that is connected to the stopped orders.

M3 BE data used: 'Customer Order. Connect Address' (OIS102)

Comment: This component retrieves the order number from the data grid with stopped orders. The Address type (ADRT) field is set to 1 to only include the delivery address.

Component ID: Form_StoppedCODeliveryAddress

Data services used: Get_StoppedCOAddress

Customer Addresses data grid

Purpose: This component shows the addresses that are connected to the customer.

M3 BE data used: 'Customer. Connect Addresses' (OIS002)

Comment: This component retrieves the customer number from the index list.

Component ID: DataGrid_CustomerAddresses

Data services used: List_CustomerAddresses

Address Details form

Purpose: This component shows the address details that are connected to the customer address.

M3 BE data used: 'Customer. Connect Addresses' (OIS002)

Comment: This component retrieves the address type and address number from the data grid with customer addresses and the customer number from the index list.

Component ID: Form_CustomerAddressDetails

Data services used: Get_CustomerAddressDetails

Contact Persons data grid

Purpose: This component shows the contact persons that are connected to the customer.

M3 BE data used: 'Customer. Connect Contact' (CMS055)

Comment: This component retrieves the customer number from the index list. The Number of filter (NFTR) field is set to 1 to set the customer number as a filter instead of a positioning field.

Component ID: DataGrid_ContactPersons

Data services used: List_ContactPersons

Contact Person Details form

Purpose: This component shows the contact person details that are connected to the customer.

M3 BE data used: 'Contact Person. Open' (CRS618)

Comment: This component retrieves the contact from the data grid with contact persons.

Component ID: Form_ContactPersonDetails

Data services used: Get_ContactPerson