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Purpose

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View of outstanding bills of customers, with brief information, enabling searches, filters and detailed queries of customer data and specific bills.

Query Fields

These fields are displayed in the query:

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  • Outstanding bills – Bills does not have balance in the query date. The retroactive balance calculation is not handled as this type of query must be quick.
  • Bills in arrears – Bills with balance and whose expiration is before the query date
  • Bills due on date – Bills with balance and whose expiration is equal to the query date
  • Bills due next 7 days – Bills with balance and whose expiration is in the break between the query date and the next 7 days.
  • Bills due next 15 days – Bills with balance and whose expiration is in the break between the query date and the next 15 days.
  • Bills due next 30 days – Bills with balance and whose expiration is in the break between the query date and the next 30 days.

Development/Procedure

Requirements

  • Fluig must be integrated with Protheus, release 12.1.1 or later.
  • To have a registered customer
  • To have registered outstanding bills

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Deck of Cards
idConsulta de clientes
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defaulttrue
id01
labelStep 1

Access Fluig page in which the o widget Bills - Accounts receivable was added to view the bills

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defaulttrue
id02
labelStep 2

For searches, select the method you want. When choosing Prefix + Bill enter the code and bill of the registered entry and the filter you want o apply to data location as well.

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defaulttrue
id03
labelStep 3

From Prefix + Bill and filters entered, registered data are displayed.

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id04
labelStep 4

When searching for Customer Name, filter data from indicated customer.

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id05
labelStep 5

Check you can select different filters in the bills receivable query.

 

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defaulttrue
id06
labelStep 6

To view details of a record, we pointed redirect to a Protheus screen, details or bill of the customer. For such, select a line, access Related Features, then select action,

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id07
labelStep 7

Note the action previously selected is displayed on Protheus

 

Considerations

For further information, access http://tdn.totvs.com/display/fluig/Plataforma+Fluig.