Customer Overview
User stories
A sales manager must access and update comprehensive customer-related data from a single application, to efficiently manage customer details, view key information, and take related actions without switching between multiple systems.
M3 Business Configuration
To display data in the Customer Overview application, you must have customers set up in 'Customer. Open' (CRS610). This M3 Business Engine configuration is required to get the Customer 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 transactions used by the Customer Overview application:
| Function or API | Transaction | Information category | View |
|---|---|---|---|
| ARS200MI | LstInvByDivi | ||
| CMS055MI | LstByCustomer | ||
| CMS055MI | AddConnection | ||
| CMS055MI | DeleteConnect | ||
| CRS610MI | GetFinancial | ||
| CRS610MI | GetBasicData | ||
| CRS610MI | GetOrderInfo | ||
| CRS610MI | LstAddresses | ||
| CRS610MI | LstCustCharges | ||
| CRS610MI | SearchCustomer | ||
| CRS610MI | ChgAddress | ||
| CRS610MI | AddAddress | ||
| CRS610MI | ChgFinancial | ||
| CRS610MI | ChgBasicData | ||
| CRS610MI | ChgOrderInfo | ||
| CRS610MI | DeleteAddress | ||
| CRS610MI | GetAddress | ||
| CRS618MI | Add | ||
| CRS618MI | Upd | ||
| CRS618MI | Dlt | ||
| CRS618MI | Get | ||
| LISTMI | LstDataAsCSV | M3_LIST_FSLEDG | M3_01_01 |
| LISTMI | LstDataAsCSV | M3_LIST_MHDISH | M3_01_01 |
| LISTMI | LstDataAsCSV | M3_LIST_OOLINE | M3_01_01 |
| LISTMI | LstDataAsCSV | M3_LIST_OAGRHE | M3_01_01 |
| MWS080MI | LstMtPlByItmWhs | ||
| MWS411MI | LstDeliveryLine | ||
| OIS017MI | GetPriceList | ||
| OIS017MI | LstBasePrice | ||
| OIS060MI | LstCustBlkAgrLn | ||
| OIS100MI | LstLine | ||
| OIS100MI | SearchHead | ||
| OIS120MI | GetCOStopInfo |
Index List and Details Header
The Customer Overview application starts with an index list, which displays the customers, and some data connected to customers. The details header section also displays customer related data.
'Overview'
The 'Overview' tab contains three forms and two data grids.
When selecting a customer in the index list, the form displaying customer details is populated. You can make changes to the data in this form. The form contains a button that opens 'Customer. Open' (CRS610).
The data grid displaying customer addresses is populated when selecting a customer in the index list. You can add and delete addresses in this grid. When selecting a customer address, the form displaying address details is populated. This form contains a button that opens 'Customer. Connect Address' (OIS002).
The data grid displaying contact persons is populated when selecting a customer in the index list. When selecting a contact person, the form displaying contact person information is populated. This form contains a button that opens 'Contact Person. Open' (CRS618).
'Financial Details'
The 'Financial Details' tab contains two forms and one data grid.
When selecting a customer in the index list, the form displaying financial details is populated, as is the form displaying credit limits and the data grid displaying customer order charges.
'Agreements'
The 'Agreements' tab contains four data grids.
When selecting a customer in the index list, the data grid displaying the customer blanket agreements is populated with data. This data grid contains a button that opens 'Cust Blanket Agreement. Open' (OIS060).
The data grid displaying agreement lines is populated with data when an agreement is selected. This data grid contains a button that opens 'Cust Blanket Agreement. Open Lines' (OIS061).
The data grid displaying price lists is populated with data when an agreement line is selected. This data grid contains a button that opens 'Sales Price List. Open' (OIS017).
The data grid displaying basic price lists is populated with data when an agreement line is selected. This data grid contains a button that opens 'Sales Price List. Open Basic' (OIS021).
'Invoices'
The 'Invoices' tab contains one data grid that displays open invoices. The data grid is populated with data when a customer is selected in the index list.
'Orders'
- 'Open': This tab contains two data grids, one that displays open orders and one that displays order lines. The data grid displaying open orders is populated with data when a customer is selected in the index list. You can search in the list of orders in this grid. This grid contains a button that opens the Customer Order Hub application. The data grid displaying order lines is populated with data when an order is selected.
- 'Late': This data grid contains a data grid that displays late order lines and is populated with data when a customer is selected in the index list. You can search in the list of order lines in this grid.
- 'Delivered': This tab contains two data grids, one that displays delivered orders and one that displays order lines. The data grid displaying delivered orders is populated with data when a customer is selected in the index list. You can search in the list of orders in this grid. The data grid displaying order lines is populated with data when an order is selected.
'Deliveries'
- The deliveries data grid is populated with data when a customer is selected in the index list.
- The delivery lines data grid is populated with data when a delivery is selected.
Components
This table shows the specific configuration per component:
| Component | Component details |
|---|---|
| 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: List_Customers Comment: You must activate the OCUSMA table for search in M3 Function Search Administration. |
| Details header |
Component ID: DetailsHeader_Customer Purpose: Displays general information connected to the selected customer in the index list. M3BE data used: 'Customer. Open' (CRS610) Data services used: Get_CustomerDetails Comment: N/A |
| Customer Details form |
Component ID: Form_CustomerDetails Purpose: Displays detailed customer information. M3BE data used: 'Customer. Open' (CRS610) Data services used: Get_CustomerDetails, Update_CustomerData Comment: The user can update this information. |
| Customer Addresses data grid |
Component ID: DataGrid_CustomerAddresses Purpose: Displays customer addresses. M3BE data used: 'Customer. Connect Addresses' (OIS002) Data services used: List_CustomerAddresses, Delete_CustomerAddress Comment: N/A |
| Address Details form |
Component ID: Form_AddressDetails Purpose: Shows detailed address information. M3BE data used: 'Customer. Connect Addresses' (OIS002) Data services used: Get_AddressDetails Comment: N/A |
| Contact Persons data grid |
Component ID: DataGrid_Contacts Purpose: Displays customer contact persons. M3BE data used: 'Contact Person. Open' (CRS618), 'Customer. Connect Contact' (CMS055). Data services used: List_CustomerContacts, Delete_ContactPerson Comment: N/A |
| Contact Person Information form |
Component ID: Form_ContactDetails Purpose: Manages individual contact person details. M3BE data used: 'Contact Person. Open' (CRS618) Data services used: Get_ContactDetails, Update_ContactPerson Comment: N/A |
| Open Orders data grid |
Component ID: DataGrid_OpenOrder Purpose: Lists open customer orders. M3BE data used: 'Customer Order. Open Toolbox' (OIS300) Data services used: Search_OpenOrders Comment: You must activate the OOHEAD table for search in M3 Function Search Administration. |
| Order Lines data grid |
Component ID: DataGrid_OpenOrderLines Purpose: Lists lines for selected open order. M3BE data used: 'Customer Order. Open Line Toolbox' (OIS301) Data services used: List_OpenOrderLinesperOrder Comment: N/A |
| Late Order Lines data grid |
Component ID: DataGrid_LateOrderlines Purpose: Lists late order lines for selected customer. M3BE data used: 'Customer Order. Open Line Toolbox' (OIS301) Data services used: Search_LateOrderLines Comment: You must activate the OOLINE table for search in M3 Function Search Administration. |
| Open Invoices data grid |
Component ID: DataGrid_OpenInvoices Purpose: Lists open invoices per customer. M3BE data used: 'Acc Receivable. Display' (ARS200) Data services used: List_OpenInvoices Comment: It uses AAC0=1. |
| Financial Details form |
Component ID: Form_FinancialDetails Purpose: Displays and edits customer financial details. M3BE data used: 'Customer. Open' (CRS610) Data services used: Get_FinancialData, Update_FinancialDetails Comment: N/A |
| Credit Limit form |
Component ID: Form_PastDue Purpose: Shows and updates customer's credit limits. M3BE data used: 'Customer. Open' (CRS610) Data services used: Get_CreditLimits, Update_CreditLimits Comment: N/A |
| Customer Order Charges data grid |
Component ID: DataGrid_CustomerCharges Purpose: Lists customer order charges. M3BE data used: 'Customer. Connect Charge' (OIS003) Data services used: List_CustomerCharges Comment: N/A |
| Customer Blanket Agreements data grid |
Component ID: DataGrid_CustBlkAgr Purpose: Lists customer blanket agreements. M3BE data used: 'Cust Blanket Agreement. Open' (OIS060) Data services used: Serach_CustBlkAgreement Comment: You must activate the OAGRHE table for search in M3 Function Search Administration. |
| Agreement Lines data grid |
Component ID: DataGrid_AgreementLines Purpose: Lists agreement lines for selected agreement. M3BE data used: 'Cust Blanket Agreement. Open' (OIS060) Data services used: List_AgreementLinesperAgreement Comment: N/A |
| Price List data grid |
Component ID: DataGrid_PriceList Purpose: Displays price lists related to agreements. M3BE data used: 'Sales Price List. Open' (OIS017) Data services used: Get_PriceList Comment: N/A |
| Basic Price data grid |
Component ID: DataGrid_BasicPriceList Purpose: Shows basic price list details. M3BE data used: 'Sales Price List. Open Basic' (OIS021) Data services used: List_BasicPriceList Comment: N/A |
| Deliveries data grid |
Component ID: DataGrid_Deliveries Purpose: Lists deliveries for selected customer. M3BE data used: 'Delivery. Open Toolbox' (MWS410) Data services used: Search_Deliveries Comment: You must activate the MHDISH table for search in M3 Function Search Administration. |
| Delivery Lines data grid |
Component ID: DataGrid_DeliveryLines Purpose: Displays items within selected delivery. M3BE data used: 'Delivery. Open Line Toolbox' (MWS411) Data services used: List_DeliveryLines Comment: N/A |
| Delivered Orders data grid |
Component ID: DataGrid_DeliveredOrders Purpose: Lists delivered orders for a customer. M3BE data used: 'CO Delivery. Open' (OIS150) Data services used: Search_DeliveredOrders Comment: You must activate the OOHEAD table for search in M3 Function Search Administration. |
| Delivered Order Lines data grid |
Component ID: DataGrid_DeliveredOrderLInes Purpose: Shows lines for selected delivered order. M3BE data used: 'CO Delivery. Display Lines' (OIS356) Data services used: List_DeliveredOrderLines Comment: N/A |
Links and bookmarks
This table shows the links and bookmarks along with their purposes:
| Link ID | Type | Purpose |
|---|---|---|
| Link_Address | M3 Bookmark | Opens the address details in 'Customer. Connect Address' (OIS002) for the selected customer and address. |
| Link_AgreementLines | M3 Automation | Opens the agreement lines in 'Cust Blanket Agreement. Open Lines' (OIS061) for the selected customer agreement. |
| Link_COHub | M3 Bookmark | Opens the application Customer Order Hub for the selected customer order. |
| Link_ContactPerson | M3 Bookmark | Opens the contact person details in 'Contact Person. Open' (CRS618) for the selected contact. |
| Link_ManageAgreements | M3 Bookmark | Opens 'Cust Blanket Agreement. Open' (OIS060) for the selected customer and agreement. |
| Link_Managebasicprice | M3 Automation | Opens 'Sales Price List. Open Basic' (OIS021) for the selected customer price list. |
| Link_ManageCustomer | M3 Bookmark | Opens 'Customer. Open' (CRS610) for the selected customer. |
| Link_ManagePriceList | M3 Bookmark | Opens 'Sales Price List. Open' (OIS017) for the selected customer price list. |
| Link_OpenGoogleMaps | External Web Link | Opens Google Maps with the selected customer's address location. |
Dialogs
This table shows the dialog ID and API programs with their purposes:
| Dialog ID | API program | Purpose |
|---|---|---|
| Dialog_AddContact | CRS618MI/Add, CMS055MI/AddConnection | Dialog for adding a new contact person and optionally linking it to a customer. |
| Dialog_AddAddress | CRS610MI/AddAddress | Dialog for adding a new customer address. |
| Dialog_EditContact | CRS618MI/Upd | Dialog for editing existing contact person details. |
| Dialog_ShowContactDetails | CRS618MI/Get | Dialog for displaying detailed contact person information. |
| Dialog_ShowAddressDetails | CRS610MI/GetAddress | Dialog for displaying detailed customer address information. |
| Dialog_EditAddress | CRS610MI/ChgAddress | Dialog for editing an existing customer address. |
Conditional styles
This table shows the conditional styles of the components:
| Component | Condition name | Target field | Condition | Styling |
|---|---|---|---|---|
| Details header | Condition_BlankMail | MAIL=blank |
Icon: mail Icon color: #8E8E95 - gray |
|
| Details header | Condition_Mail | MAIL=MAIL |
Icon: mail Icon color: #8E8E95 - gray |
|
| Details header | Condition_BlankPhone | PHNO | PHNO=blank |
Icon: phone Icon color: #8E8E95 - gray |
| Details header | Condition_Phone | PHNO | PHNO=PHNO |
Icon: phone Icon color: #8E8E95 - gray |
| Details header | Condition_BlankCountry | CSCD | CSCD=blank |
Icon: map Icon color: #8E8E95 - gray |
| Details header | Condition_Country | CSCD | CSCD=CSCD |
Icon: map Icon color: #8E8E95 - gray |
| Details header | Condition_10 | STAT | STAT=10 |
Icon: info Icon color: #0066D4 - dark blue Text color: #0066D4 - dark blue |
| Details header | Condition_11 | STAT | STAT=11 or STAT=12 |
Icon: alert Icon color: #CD6200 - dark orange Text color: #CD6200 - dark orange |
| Details header | Condition_20 | STAT | STAT=20 |
Icon: apply-rule Icon color: #1C7F49 - dark green Text color: #1C7F49 - dark green |
| Details header | Condition_90 | STAT | STAT=90 |
Icon: rejected-outline Icon color: #DA1217 - dark red Text color: #DA1217 - dark red |
| Index list | Condition_10 | STAT | STAT=10 |
Icon: info Icon color: #0066D4 - dark blue Text color: #0066D4 - dark blue |
| Index list | Condition_11 | STAT | STAT=11 |
Icon: alert Icon color: #CD6200 - dark orange Text color: #CD6200 - dark orange |
| Index list | Condition_12 | STAT | STAT=12 |
Icon: alert Icon color: #CD6200 - dark orange Text color: #CD6200 - dark orange |
| Index list | Condition_20 | STAT | STAT=20 |
Icon: apply-rule Icon color: #1C7F49 - dark green Text color: #1C7F49 - dark green |
| Index list | Condition_90 | STAT | STAT=90 |
Icon: rejected-outline Icon color: #DA1217 - dark red Text color: #DA1217 - dark red |
| Customer Details form | Condition_Definite | STAT | STAT=20 |
Background color: #EBF9F1 - light green Text color: #1C7F49 - dark green |
| Customer Details form | Condition_StatusPreliminary | STAT | STAT=10 |
Background color: #E6F1FD - light blue Text color: #0066D4 - dark blue |
| Customer Details form | Condition_StatusTemporary | STAT | STAT=11 |
Background color: #FEF2E5 - light orange Text color: #BB5500 - brownish orange |
| Customer Details form | Condition_StatusIncorrectValues | STAT | STAT=12 |
Background color: #FEF2E5 - light orange Text color: #BB5500 - brownish orange |
| Customer Details form | Condition_StatusBlocked | STAT | STAT=90 |
Background color: #FBE7E8 - light red Text color: #A30D11 - dark red |
| Credit Limit form | Condition_AGSMQR | DIF1 | DIF1<0 |
Background color: #FBE7E8 - light red Text color: #DA1217 - dark red |
|
Credit Limit form |
Condition_AGSMQR | DIF2 | DIF2<0 |
Background color: #FBE7E8 - light red Text color: #DA1217 - dark red |
|
Credit Limit form |
Condition_AGSMQR | DIF3 | DIF3<0 |
Background color: #FBE7E8 - light red Text color: #DA1217 - dark red |
| DataGrid Open Orders | Condition_DPP5O8 | RLDZ | RLDZ earlier than today and ORSL=<65 |
Icon: alert Icon color: #DA1217 - dark red Text color: #DA1217 - dark red |
| DataGrid Delivered Orders | Condition_PLQTQM | ORSL | ORSL=66 |
Icon: alert Icon color: #CD6200 - dark orange Text color: #CD6200 - dark orange |
| DataGrid Delivered Orders | Condition_PLQTQM | ORST | ORST=66 |
Icon: alert Icon color: #CD6200 - dark orange Text color: #CD6200 - dark orange |
| DataGrid Open Invoices | Condition_ICLV71 | DUDT | DUDT equals tomorrow or DUDT earlier than today |
Icon: alert Icon color: #DA1217 - dark red Text color: #DA1217 - dark red |