Topic overview

The application Cockpit: A/R credit is primarily used to query customer credit balances using their basic information, such as customer credit type and number. This application provides you with an overview of the customer credit balances recorded. In addition, further actions can be carried out from the application for one or more documents, such as the generation of down payment confirmations.

The main general description of a cockpit, which includes the usual handling of a query and work area, can be found in the Cockpits article. Information on Customizing, Business entities and Authorizations can be found in the Debtor credits article, in which the application Debtor credits application is described. The topics that are specifically relevant to the Cockpit: A/R credit application.

Application description

With the help of the query application Cockpit: A/R credit you can obtain an overview of all or selected customer credit balances. Further processing options are also available:

• Display of the voucher chain for a single voucher.
• Switch to the application Debtor credits via the document number for further processing of the document.
• Set and remove the deletion indicator for the reorganization.
• Execution of application-related actions.

The application consists of a query area and a work area.

Query pane

Query fields are stored in the query area. As a rule, the most important query fields are already present. However, the number of query fields and their placement can vary.

The query area is saved per view. You can determine which query fields are displayed. To do this, select the desired query fields from a list of fields. The description of the query fields can usually be found in the direct help.

General descriptions of a query area can be found in the Cockpits article.

For information on the meaning of the fields, please refer to the explanations in the Debtor credits article.

Search details

In addition to the main search with the query characteristics in the query area, detailed searches can also be used. Detailed searches can be combined with the main search so that both the query characteristics from the query area and the query characteristics of the detailed search are evaluated as an AND link. A checkbox is available in the section line of the detailed search for combining. A separate button is available for each detailed search so that corresponding results can also be displayed in the work area. If this button is activated, an additional heading line appears in the work area with the corresponding detailed information.

The following detailed searches are available:

• Reservations
• Allocations
• Tax apportionments – advance payments

Work pane

A table is available in the work area in which the queried Debitoren-Guthaben are displayed. Which information about einem Debitoren-Guthaben is displayed can be determined by you. To ein Debitoren-Guthaben in different ways with different information, several views can be created.

This control element contains metadata and must not be deleted.If you have also activated a detailed search button, the table contains an additional heading line and detailed information.

General descriptions of a workspace can be found in the Cockpits article.

For information on the meaning of the columns, please refer to the explanations in the Debtor credits article.

Application-related actions

The following application-related actions are available in the application Cockpit: A/R credit application:

• Generate and issue down payment confirmation
• Issue down payment confirmation copy
• Generate and issue credit confirmation
• Issue credit confirmation copy
• Reserve automatically
• Reduce unallocated credit reservations

The descriptions of these actions can be found in the Debtor credits article.