Cockpit: A/R credit/reservations

Topic overview

The application Cockpit: A/R credit/Reservations application is primarily used to query customer credit balances via their item information, such as customer credit type and number and reserved credit balance. You can use this application to obtain an overview of the reservations entered for customer credit balances. In addition, you can execute the action to reduce unallocated reservations for one or more reservations from within the application.

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/Reservations application.

Application description

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

  • Display of the voucher chain for an individual voucher item.
  • Switch to the application via the document number A/R credit number for further processing of the document.
  • Execution of application-related actions.

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

Query pane

This control contains metadata and must not be deleted.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

This control contains metadata and must not be deleted.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 search is available:

Allocations

Work pane

This control contains metadata and must not be deleted.A table is available in the work area in which the queried Reservierungen von Debitoren-Guthaben are displayed. Which information about einer Reservierung is displayed can be determined by you. To eine Reservierung von 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.

The following application-related action is available in the application Cockpit: A/R credit/Reservations application:

Nicht zugeteilte Guthabenreservierungen reduzieren…

The description of this action can be found in the Debtor credits article.

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