Page 9003 Acc. Receivables Adm. RC, source in 29
Source29
src/Layers/W1/BaseApp/Finance/RoleCenters/AccReceivablesAdmRC.Page.al491 lines, Copyright (c) Microsoft Corporation. MIT
// ------------------------------------------------------------------------------------------------
// Copyright (c) Microsoft Corporation. All rights reserved.
// Licensed under the MIT License. See License.txt in the project root for license information.
// ------------------------------------------------------------------------------------------------
namespace Microsoft.Finance.RoleCenters;
using Microsoft.Bank.BankAccount;
using Microsoft.Bank.Deposit;
using Microsoft.Bank.DirectDebit;
using Microsoft.Bank.Payment;
using Microsoft.EServices.EDocument;
using Microsoft.Finance.GeneralLedger.Journal;
using Microsoft.Finance.GeneralLedger.Ledger;
using Microsoft.Foundation.Navigate;
using Microsoft.Foundation.Task;
using Microsoft.Inventory.Item;
using Microsoft.Purchases.History;
using Microsoft.Sales.Customer;
using Microsoft.Sales.Document;
using Microsoft.Sales.FinanceCharge;
using Microsoft.Sales.History;
using Microsoft.Sales.Reminder;
using Microsoft.Sales.Reports;
using Microsoft.Sales.Setup;
using System.Threading;
page 9003 "Acc. Receivables Adm. RC"
{
Caption = 'Accounts Receivable Administrator';
PageType = RoleCenter;
layout
{
area(rolecenter)
{
part(Control1902899408; "Acc. Receivable Activities")
{
ApplicationArea = Basic, Suite;
}
part("User Tasks Activities"; "User Tasks Activities")
{
ApplicationArea = Suite;
}
part("Job Queue Tasks Activities"; "Job Queue Tasks Activities")
{
ApplicationArea = Suite;
}
part(Control1907692008; "My Customers")
{
ApplicationArea = Basic, Suite;
}
part(Control1905989608; "My Items")
{
ApplicationArea = Basic, Suite;
Visible = false;
}
part(Control38; "Report Inbox Part")
{
ApplicationArea = Basic, Suite;
}
part(Control1; "My Job Queue")
{
ApplicationArea = Basic, Suite;
Visible = false;
}
systempart(Control1901377608; MyNotes)
{
ApplicationArea = Basic, Suite;
}
}
}
actions
{
area(reporting)
{
#if not CLEAN28
action("C&ustomer - List")
{
ApplicationArea = Suite;
Caption = 'C&ustomer - List';
Image = "Report";
RunObject = Report "Customer - List";
ToolTip = 'View various information for customers, such as customer posting group, discount group, finance charge and payment information, salesperson, the customer''s default currency and credit limit (in LCY), and the customer''s current balance (in LCY).';
ObsoleteState = Pending;
ObsoleteReason = 'This report is obsolete and will be removed in a future version.';
ObsoleteTag = '28.0';
}
#endif
action("Customer - &Balance to Date")
{
ApplicationArea = Basic, Suite;
Caption = 'Customer - &Balance to Date';
Image = "Report";
RunObject = Report "Customer - Balance to Date";
}
#if not CLEAN28
action("Aged &Accounts Receivable")
{
ApplicationArea = Basic, Suite;
Caption = 'Aged &Accounts Receivable (Obsolete)';
Image = "Report";
RunObject = Report "Aged Accounts Receivable";
ToolTip = 'View an overview of when your receivables from customers are due or overdue (divided into four periods). You must specify the date you want aging calculated from and the length of the period that each column will contain data for.';
ObsoleteState = Pending;
ObsoleteReason = 'This report has been replaced by the report Aged Accounts Receivable (Excel). This report will be removed in a future release.';
ObsoleteTag = '28.0';
}
#endif
action("Customer - &Summary Aging Simp.")
{
ApplicationArea = Suite;
Caption = 'Customer - &Summary Aging Simp.';
Image = "Report";
RunObject = Report "Customer - Summary Aging Simp.";
}
action("Customer - Trial Balan&ce")
{
ApplicationArea = Basic, Suite;
Caption = 'Customer - Trial Balan&ce';
Image = "Report";
RunObject = Report "Customer - Trial Balance";
}
action("Cus&tomer/Item Sales")
{
ApplicationArea = Basic, Suite;
Caption = 'Cus&tomer/Item Sales';
Image = "Report";
RunObject = Report "Customer/Item Sales";
}
separator(Action20)
{
}
}
area(embedding)
{
action(Customers)
{
ApplicationArea = Basic, Suite;
Caption = 'Customers';
Image = Customer;
RunObject = Page "Customer List";
ToolTip = 'View or edit detailed information for the customers that you trade with. From each customer card, you can open related information, such as sales statistics and ongoing orders, and you can define special prices and line discounts that you grant if certain conditions are met.';
}
action(CustomersBalance)
{
ApplicationArea = Basic, Suite;
Caption = 'Balance';
Image = Balance;
RunObject = Page "Customer List";
RunPageView = where("Balance (LCY)" = filter(<> 0));
ToolTip = 'View a summary of the bank account balance in different periods.';
}
action("Sales Orders")
{
ApplicationArea = Suite;
Caption = 'Sales Orders';
Image = "Order";
RunObject = Page "Sales Order List";
ToolTip = 'Record your agreements with customers to sell certain products on certain delivery and payment terms. Sales orders, unlike sales invoices, allow you to ship partially, deliver directly from your vendor to your customer, initiate warehouse handling, and print various customer-facing documents. Sales invoicing is integrated in the sales order process.';
}
action("Sales Invoices")
{
ApplicationArea = Basic, Suite;
Caption = 'Sales Invoices';
Image = Invoice;
RunObject = Page "Sales Invoice List";
ToolTip = 'Register your sales to customers and invite them to pay according to the delivery and payment terms by sending them a sales invoice document. Posting a sales invoice registers shipment and records an open receivable entry on the customer''s account, which will be closed when payment is received. To manage the shipment process, use sales orders, in which sales invoicing is integrated.';
}
action("Sales Return Orders")
{
ApplicationArea = Basic, Suite;
Caption = 'Sales Return Orders';
Image = ReturnOrder;
RunObject = Page "Sales Return Order List";
ToolTip = 'Compensate your customers for incorrect or damaged items that you sent to them and received payment for. Sales return orders enable you to receive items from multiple sales documents with one sales return, automatically create related sales credit memos or other return-related documents, such as a replacement sales order, and support warehouse documents for the item handling. Note: If an erroneous sale has not been paid yet, you can simply cancel the posted sales invoice to automatically revert the financial transaction.';
}
action("Bank Accounts")
{
ApplicationArea = Basic, Suite;
Caption = 'Bank Accounts';
Image = BankAccount;
RunObject = Page "Bank Account List";
ToolTip = 'View or set up detailed information about your bank account, such as which currency to use, the format of bank files that you import and export as electronic payments, and the numbering of checks.';
}
action(Deposits)
{
ApplicationArea = Basic, Suite;
Caption = 'Bank Deposits';
RunObject = Codeunit "Open Deposit List Page";
ToolTip = 'View a list of item sales for each customer during a selected time period. The report contains information on quantity, sales amount, profit, and possible discounts. It can be used, for example, to analyze a company''s customer groups.';
}
action(Reminders)
{
ApplicationArea = Suite;
Caption = 'Reminders';
Image = Reminder;
RunObject = Page "Reminder List";
ToolTip = 'Remind customers about overdue amounts based on reminder terms and the related reminder levels. Each reminder level includes rules about when the reminder will be issued in relation to the invoice due date or the date of the previous reminder and whether interests are added. Reminders are integrated with finance charge memos, which are documents informing customers of interests or other money penalties for payment delays.';
}
action("Finance Charge Memos")
{
ApplicationArea = Suite;
Caption = 'Finance Charge Memos';
Image = FinChargeMemo;
RunObject = Page "Finance Charge Memo List";
ToolTip = 'Send finance charge memos to customers with delayed payments, typically following a reminder process. Finance charges are calculated automatically and added to the overdue amounts on the customer''s account according to the specified finance charge terms and penalty/interest amounts.';
}
action(Items)
{
ApplicationArea = Basic, Suite;
Caption = 'Items';
Image = Item;
RunObject = Page "Item List";
ToolTip = 'View or edit detailed information for the products that you trade in. The item card can be of type Inventory or Service to specify if the item is a physical unit or a labor time unit. Here you also define if items in inventory or on incoming orders are automatically reserved for outbound documents and whether order tracking links are created between demand and supply to reflect planning actions.';
}
action(SalesJournals)
{
ApplicationArea = Basic, Suite;
Caption = 'Sales Journals';
RunObject = Page "General Journal Batches";
RunPageView = where("Template Type" = const(Sales),
Recurring = const(false));
ToolTip = 'Post any sales-related transaction directly to a customer, bank, or general ledger account instead of using dedicated documents. You can post all types of financial sales transactions, including payments, refunds, and finance charge amounts. Note that you cannot post item quantities with a sales journal.';
}
action(CashReceiptJournals)
{
ApplicationArea = Basic, Suite;
Caption = 'Cash Receipt Journals';
Image = Journals;
RunObject = Page "General Journal Batches";
RunPageView = where("Template Type" = const("Cash Receipts"),
Recurring = const(false));
ToolTip = 'Register received payments by manually applying them to the related customer, vendor, or bank ledger entries. Then, post the payments to G/L accounts and thereby close the related ledger entries.';
}
action(GeneralJournals)
{
ApplicationArea = Basic, Suite;
Caption = 'General Journals';
Image = Journal;
RunObject = Page "General Journal Batches";
RunPageView = where("Template Type" = const(General),
Recurring = const(false));
ToolTip = 'Post financial transactions directly to general ledger accounts and other accounts, such as bank, customer, vendor, and employee accounts. Posting with a general journal always creates entries on general ledger accounts. This is true even when, for example, you post a journal line to a customer account, because an entry is posted to a general ledger receivables account through a posting group.';
}
action("Direct Debit Collections")
{
ApplicationArea = Basic, Suite;
Caption = 'Direct Debit Collections';
RunObject = Page "Direct Debit Collections";
ToolTip = 'Instruct your bank to withdraw payment amounts from your customer''s bank account and transfer them to your company''s account. A direct debit collection holds information about the customer''s bank account, the affected sales invoices, and the customer''s agreement, the so-called direct-debit mandate. From the resulting direct-debit collection entry, you can then export an XML file that you send or upload to your bank for processing.';
}
}
area(sections)
{
group("Posted Documents")
{
Caption = 'Posted Documents';
Image = FiledPosted;
action("Posted Sales Shipments")
{
ApplicationArea = Basic, Suite;
Caption = 'Posted Sales Shipments';
Image = PostedShipment;
RunObject = Page "Posted Sales Shipments";
ToolTip = 'Open the list of posted sales shipments.';
}
action("Posted Sales Invoices")
{
ApplicationArea = Basic, Suite;
Caption = 'Posted Sales Invoices';
Image = PostedOrder;
RunObject = Page "Posted Sales Invoices";
ToolTip = 'Open the list of posted sales invoices.';
}
action("Posted Return Receipts")
{
ApplicationArea = Basic, Suite;
Caption = 'Posted Return Receipts';
Image = PostedReturnReceipt;
RunObject = Page "Posted Return Receipts";
ToolTip = 'Open the list of posted return receipts.';
}
action("Posted Sales Credit Memos")
{
ApplicationArea = Basic, Suite;
Caption = 'Posted Sales Credit Memos';
Image = PostedOrder;
RunObject = Page "Posted Sales Credit Memos";
ToolTip = 'Open the list of posted sales credit memos.';
}
action("Posted Purchase Invoices")
{
ApplicationArea = Basic, Suite;
Caption = 'Posted Purchase Invoices';
RunObject = Page "Posted Purchase Invoices";
ToolTip = 'Open the list of posted purchase invoices.';
}
action("Posted Purchase Credit Memos")
{
ApplicationArea = Basic, Suite;
Caption = 'Posted Purchase Credit Memos';
RunObject = Page "Posted Purchase Credit Memos";
ToolTip = 'Open the list of posted purchase credit memos.';
}
action("Issued Reminders")
{
ApplicationArea = Suite;
Caption = 'Issued Reminders';
Image = OrderReminder;
RunObject = Page "Issued Reminder List";
ToolTip = 'View the list of issued reminders.';
}
action("Issued Fin. Charge Memos")
{
ApplicationArea = Suite;
Caption = 'Issued Fin. Charge Memos';
Image = PostedMemo;
RunObject = Page "Issued Fin. Charge Memo List";
ToolTip = 'View the list of issued finance charge memos.';
}
action("G/L Registers")
{
ApplicationArea = Basic, Suite;
Caption = 'G/L Registers';
Image = GLRegisters;
RunObject = Page "G/L Registers";
ToolTip = 'View posted G/L entries.';
}
action("Posted Bank Deposits")
{
ApplicationArea = Basic, Suite;
Caption = 'Posted Bank Deposits';
Image = PostedDeposit;
RunObject = codeunit "Open P. Bank Deposits L. Page";
ToolTip = 'View the posted bank deposit header, bank deposit header lines, bank deposit comments, and bank deposit dimensions.';
}
}
}
area(processing)
{
separator(New)
{
Caption = 'New';
IsHeader = true;
}
action("C&ustomer")
{
ApplicationArea = Basic, Suite;
Caption = 'C&ustomer';
Image = Customer;
RunObject = Page "Customer Card";
RunPageMode = Create;
ToolTip = 'Create a new customer card.';
}
action(PaymentRegistration)
{
ApplicationArea = Basic, Suite;
Caption = 'Register Customer Payments';
Image = Payment;
RunObject = Page "Payment Registration";
ToolTip = 'Process your customer payments by matching amounts received on your bank account with the related unpaid sales invoices, and then post the payments.';
}
group("&Sales")
{
Caption = '&Sales';
Image = Sales;
action("Sales &Order")
{
ApplicationArea = Basic, Suite;
Caption = 'Sales &Order';
Image = Document;
RunObject = Page "Sales Order";
RunPageMode = Create;
ToolTip = 'Create a new sales order for items or services.';
}
action("Sales &Invoice")
{
ApplicationArea = Basic, Suite;
Caption = 'Sales &Invoice';
Image = NewSalesInvoice;
RunObject = Page "Sales Invoice";
RunPageMode = Create;
ToolTip = 'Create a new invoice for the sales of items or services. Invoice quantities cannot be posted partially.';
}
action("Sales &Credit Memo")
{
ApplicationArea = Basic, Suite;
Caption = 'Sales &Credit Memo';
Image = CreditMemo;
RunObject = Page "Sales Credit Memo";
RunPageMode = Create;
ToolTip = 'Create a new sales credit memo to revert a posted sales invoice.';
}
action("Sales &Fin. Charge Memo")
{
ApplicationArea = Suite;
Caption = 'Sales &Fin. Charge Memo';
Image = FinChargeMemo;
RunObject = Page "Finance Charge Memo";
RunPageMode = Create;
ToolTip = 'Create a new finance charge memo to fine a customer for late payment.';
}
action("Sales &Reminder")
{
ApplicationArea = Suite;
Caption = 'Sales &Reminder';
Image = Reminder;
RunObject = Page Reminder;
RunPageMode = Create;
ToolTip = 'Create a new reminder for a customer who has overdue payments.';
}
}
separator(Tasks)
{
Caption = 'Tasks';
IsHeader = true;
}
action("Cash Receipt &Journal")
{
ApplicationArea = Basic, Suite;
Caption = 'Cash Receipt &Journal';
Image = CashReceiptJournal;
RunObject = Page "Cash Receipt Journal";
ToolTip = 'Open the cash receipt journal to post incoming payments.';
}
action(Deposit)
{
ApplicationArea = Basic, Suite;
Caption = 'Bank Deposit';
Image = DepositSlip;
RunObject = codeunit "Open Deposit Page";
ToolTip = 'Create a new bank deposit. ';
}
separator(Action111)
{
}
action("Combine Shi&pments")
{
ApplicationArea = Basic, Suite;
Caption = 'Combine Shi&pments';
Ellipsis = true;
Image = "Action";
RunObject = Report "Combine Shipments";
}
action("Combine Return S&hipments")
{
ApplicationArea = Basic, Suite;
Caption = 'Combine Return S&hipments';
Ellipsis = true;
Image = "Action";
RunObject = Report "Combine Return Receipts";
}
action("Create Recurring Invoices")
{
ApplicationArea = Basic, Suite;
Caption = 'Create Recurring Invoices';
Ellipsis = true;
Image = CreateDocument;
RunObject = Report "Create Recurring Sales Inv.";
}
separator(Administration)
{
Caption = 'Administration';
IsHeader = true;
}
action("Sales && Recei&vables Setup")
{
ApplicationArea = Basic, Suite;
Caption = 'Sales && Recei&vables Setup';
Image = Setup;
RunObject = Page "Sales & Receivables Setup";
ToolTip = 'Define your general policies for sales invoicing and returns, such as when to show credit and stockout warnings and how to post sales discounts. Set up your number series for creating customers and different sales documents.';
}
separator(History)
{
Caption = 'History';
IsHeader = true;
}
action("Navi&gate")
{
ApplicationArea = Basic, Suite;
Caption = 'Find entries...';
Image = Navigate;
RunObject = Page Navigate;
ShortCutKey = 'Ctrl+Alt+Q';
ToolTip = 'Find entries and documents that exist for the document number and posting date on the selected document. (Formerly this action was named Navigate.)';
}
}
}
}