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 Compact Account Balance

Use

The compact account balance display enables access to selected data for the insurance relationship, using open items and payments.

Features

You can choose to display all currencies for the open items in the insurance object relationship, as well as the local currency and the Euro, as long you are taking part in the conversion to the Euro.

You can also select the item history for display.

You can also switch the currency between receivables and payments in the display, and show or hide the item history.

In the display you see

  • the balance for the insurance object, master data fields relevant for payment, invoicing and correspondence as well as the dunning level and

  • a list of receivables for the selected insurance object or

  • a list of all payments for the business partner and their usage

The lists contain the relevant fields for receivables and payables (including the document number and type, the due date for net payment, the receivable amount, the clearing document, reason and date, and the dunning level). You can change the layout of the account balance display and match it to your objectives.

If a business partner possesses multiple insurance objects, you can switch between the receivables for the different insurance objects in the display.

You can jump from the account balance display to the listed documents display and the dunning history.

The following events are available with sample modules:

  • 1200 and 1207 (FU.FKK_SAMPLE_1200, FU.FKK_SAMPLE_1207): In the events that come from the standard account balance display (FPL9), you can configure up to ten lines for the display in the account balance display header.

  • 1230 ( FKK_SAMPLE_1230): In event 1230, you can configure text fields for the lists of open items and payments.

  • V086 ( ISCD_SAMPLE_V086): In event V086, you can add or remove columns for list output. The event is of special relevance if you use additional fields for the insurance object or document.

Activities

You can access the account balance display from the insurance object and/or the business partner. All insurance objects for a business partner can be displayed.