Supplier Overview

Supplier Overview is an M3 Experience Designer Application that makes accessing and updating information related to suppliers easier. It primarily supports roles involved in inbound processes. The application consolidates data from multiple M3 programs and panels into one interface so users can find, update, and manage supplier data. It includes a comprehensive overview of basic supplier data, supplier addresses, references, financial details, invoices, agreements, and related purchase orders and claims. It supports conditional styling and integrates with H5 to provide access to related information and actions.

User stories

A supplier master data administrator needs updated supplier addresses and references using the Supplier Overview application to maintain accurate and updated supplier records without navigating multiple screens.
A buyer, purchaser, or purchasing manager suggests viewing all relevant supplier information, such as basic data, addresses, references, and financial details in one consolidated screen to quickly assess and update supplier status and details without switching between multiple M3 programs.

M3 Business Engine configuration

M3 Business Engine (BE) configurations are required for the Supplier Overview application to function properly. You must have suppliers set up in 'Supplier. Open' (CRS620) to display data in the Supplier Overview application.

See specific configurations per component in Components

Application authorization

To access and run the M3 Experience Designer application, you must have authorization to use the M3 BE functions and API transactions that the application requires. This table shows the functions and transactions that are used by the Supplier Overview application:


Function or API	Transaction	Information Category	View
CRS620MI	AddAddress
CRS620MI	AddSupplierRef
CRS620MI	GetAddress
PPS390MI	LstClaimBySuno
PPS390MI	LstClaimLine
PPS100MI	AddAgrHead
CRS620MI	DelAddress
CRS620MI	DelSupplierRef
CRS620MI	GetBasicData
PPS100MI	GetAgrHead
CRS620MI	GetSupplierRef
APS260MI	Lst
PPS100MI	LstAgrHeadBySup
PPS100MI	LstAgrLine
LISTMI	ListDataAsCSV	M3_LIST_MPHEAD	M3_01_01
PPS200MI	SearchLine
CRS620MI	SearchSupplier
CRS620MI	LstAddresses
APS200MI	SearchSupInvoic
CRS620MI	LstSupplierRef
PPS100MI	UpdAgrHead
CRS620MI	UpdSupplier
CRS620MI	UpdAddress
CRS620MI	UpdFinanceSupplier
CRS620MI	UpdSupplierRef

Supplier Overview application components and functions

Index List and details header

The Supplier Overview application starts with an index list, displaying suppliers and some data connected to each supplier. The details header shows the supplier that has been selected in the index list, including key details, such as type, status, and contact information.

'Supplier Details'

The 'Supplier Details' tab includes one form and two tabs. When you click a supplier in the index list, the form and data grids are filled with data for the selected supplier.

Basic Data: This form displays basic data about the selected supplier. To update the basic data,you must specify the needed information in the fields and click 'Save'.
'Supplier Address': This tab contains a data grid that lists all addresses for a supplier and a form that displays address details. The form displays data when you select an address in the data grid. You can add and delete addresses using the buttons available above the data grid. To update address details, you must specify the needed information in the fields and click 'Save'.
'Supplier References': This tab contains a data grid that lists all references for a supplier and a form that displays reference details. The form displays data when you select a reference in the data grid. You can add and delete references using the buttons available above the data grid. To update the reference details, you must specify the needed information in the fields and click 'Save'.

'Financial Details'

The 'Financial Details' tab includes one form and one data grid. When you click a supplier in the index list, the form and data grids are populated with data for the selected supplier. You can update and save financial details displayed in the form by clicking 'Save'. The data grid lists invoices for the selected supplier and includes a button that opens 'Acc Payable. Display' (APS200).

'Agreements'

The 'Agreements' tab includes two data grids and one form. The Agreements data grid displays agreements related to the supplier selected in the index list. This data grid also includes a button that opens the 'Purchase Agreement. Open' (PPS100). When you select an agreement, the Agreement Details and Agreement Lines components are populated. The Agreement Details form includes a 'Save' button for saving changes made to any editable field.

'Purchase Order'

The 'Purchase Order' tab includes two data grids. The Purchase Order data grid is populated when a supplier is selected in the index list, and includes filters, search, and a button with links to Purchase Order Hub and Planned Purchase Order Hub applications. The Purchase Order Lines data grid is populated when a purchase order is selected.

'Claims'

The 'Claims' tab includes two data grids. The Claims data grid is populated when you select a supplier from the index list. Additionally, when you select a claim, the Claim Lines data grid is populated.

Components

This table shows the components in the Supplier Overview application with their corresponding details:


Component	Component details
Application header	Component ID: appHeader Purpose: Displays the name of the application M3BE data used: n/a Data services used: n/a Comment: n/a
Details header	Component ID: DetailsHeader_Supp Purpose: Shows detailed supplier information header M3BE data used: 'Supplier. Open' (CRS620) Data services used: Supplier_Basic Comment: n/a
Index list	Component ID: IndexList_Suppliers Purpose: Provides searchable supplier list M3BE data used: 'Supplier. Open' (CRS620) Data services used: Search_Suppliers Comment: You must activate the CIDMAS table for search in the M3 Function Search Administration.
Basic Data form	Component ID: Form_SupplierBasic Purpose: Manages basic supplier information M3BE data used: 'Supplier. Open' (CRS620) Data services used: Get_SupplierData, Upd_SupplierData Comment: n/a
Agreements data grid	Component ID: DataGrid_AgreementHeader Purpose: Displays list of supplier agreements M3BE data used: 'Purchase Agreement. Open' (PPS100) Data services used: List_AgreementHead Comment: n/a
Agreement Details form	Component ID: Form_Agreements Purpose: Manages detailed agreement information M3BE data used: 'Purchase Agreement. Open' (PPS100) Data services used: Get_AgreementHead_Details and Upd_AgreementHead Comment: n/a
Agreement Lines data grid	Component ID: DataGrid_AgreeLines Purpose: Shows agreement line items M3BE data used: 'Purchase Agreement. Open Line' (PPS101) Data services used: List_AgreementLines Comment: n/a
Purchase Orders data grid	Component ID: DataGrid_POHead Purpose: Lists purchase orders M3BE data used: 'Purchase Order. Open' (PPS200) Data services used: ListPO Comment: You must activate the MPHEAD table for search in the M3 Function Search Administration.
Purchase Order Lines data grid	Component ID: DataGrid_POLine Purpose: Displays purchase order line details M3BE data used: 'Purchase Order. Open Lines' (PPS201) Data services used: ListPOLine Comment: You must activate the MPLINE table for search in the M3 Function Search Administration.
Claims data grid	Component ID: DataGrid_ClaimHead Purpose: Lists claims M3BE data used: 'Return To Supplier. Open' (PPS390) Data services used: ClaimHead Comment: n/a
Claim Lines data grid	Component ID: DataGrid_ClaimLine Purpose: Shows claim line details M3BE data used: 'Return to Supplier. Open Lines' (PPS391) Data services used: ClaimLine Comment: n/a
Address Details form	Component ID: Form_AddressLines Purpose: Manages address details M3BE data used: 'Supplier. Connect Address' (CRS622) Data services used: AddressLines and UpdateAddress Comment: n/a
Addresses data grid	Component ID: DataGrid_SuppAddress Purpose: Displays supplier addresses M3BE data used: 'Supplier. Connect Address' (CRS622) Data services used: SupplierAdress, DeleteAddress Comment: n/a
Financial Details form	Component ID: Form_SupplierFinance Purpose: Manages supplier financial information M3BE data used: 'Supplier. Define Purchase & Financial' (CRS624) Data services used: FinacialSupplier and UpdateFinancial Comment: n/a
Invoices data grid	Component ID: DataGrid_SuppInvoice Purpose: Lists supplier invoices M3BE data used: 'Acc Payable. Display' (APS200) Data services used: SupplierInvoice Comment: You must activate the FPLEDG table for search in the M3 Function Search Administration.
Reference data grid	Component ID: DataGrid_SuppRef Purpose: Displays supplier references M3BE data used: 'Supplier. Connect Reference' (CRS623) Data services used: SuppReferences and DeleteSuppRef Comment: n/a
Reference Detail form	Component ID: Form_SuppRefLines Purpose: Manages detailed supplier reference information M3BE data used: 'Supplier. Connect Reference' (CRS623) Data services used: GetSuppRef and UpdateSuppRef Comment: n/a

Links and bookmarks

This table shows the link IDs and bookmarks in the Supplier Overview application with their corresponding purposes:


Link ID	Type	Purpose
Link_AccountsPayable	M3 Bookmark	Opens the program 'Acc Payable. Display' (APS200)
Link_Agreement	M3 Bookmark	Opens the program 'Purchase Agreement. Open' (PPS100)
Link_PlannedPOHub	M3 Bookmark	Opens the Planned Purchase Order Hub application
Link_POHub	M3 Bookmark	Opens the Purchase Order Hub application

Dialogs

This table shows the dialog ID and API program with their corresponding purposes:


Dialog ID	API Program	Purpose
Dialog_AddAddress	CRS620MI/AddAddress	A dialog for adding a new supplier address.
Dialog_AddRef	CRS620MI/AddSupplierRef	A dialog for adding a supplier reference.

Conditional Styles

This table shows the conditional styles of the components in the Supplier Overview application:


Component	Condition name	Target field	Condition	Styling
Details header	Condition_DLSM9V	STAT	STAT=20	Text color: #1C7F49- dark green Text weight: normal
Details header	Condition_DLSM9V	STAT	STAT=30	Text color: #DA1217- red Text weight: normal
Details header	Condition_DLSM9V	STAT	STAT=10	Text color: #CD6200- orange Text weight: normal
Details header	Condition_DLSM9V	STAT	STAT=90	Text color: #CD6200- orange Text weight: normal
Details header	Condition_DLSM9V	STAT	STAT=05	Text color: #0066D4- blue Text weight: normal
Index list	Condition_Status	STAT	STAT=30	Text color: #DA1217- red Text weight: bold
Index list	Condition_Status	STAT	STAT=20	Text color: #1C7F49- dark green Text weight: bold
Index list	Condition_Status	STAT	STAT=10	Text color: #CD6200- orange Text weight: bold
Index list	Condition_Status	STAT	STAT=05	Text color: #0066D4- blue Text weight: bold
Index list	Condition_Status	STAT	STAT=90	Text color: #CD6200- orange Text weight: bold
Agreements data grid	Condition_W8P3S9	UVDT	See the application	Text color: #DA1217- red Icon: error Icon color: #DA1217- red
Agreements data grid	Condition_Expire60days	UVDT	See the application	Text color: #CD6200- orange Icon: alert Icon color: #CD6200- orange
Purchase Orders data grid	Condition_WV5XYK	IADWDT	See the application	Text color: #DA1217- red Icon: alert Icon color: #DA1217- red
Claims data grid	Condition_U0BVE0	CLAL	CLAL=90	Background color: #E0E0E1- light gray Text color: #3B3B3F- dark gray Text weight: normal
Financial Details form	Condition_C2WM5W	CSCD	UserContext = CSYS	Text weight: normal
Text weight: normal	Condition_PPLHVH	DUDT	See the application	Text color: #DA1217- red Icon: alert Icon color: #DA1217- red Text weight: normal