Use

The balances overview lists certain items (for example, open and due items, receivables, credits) for the business agreement or contract selected in the Account Overview. You can display the individual documents for these balances.

Integration

The balances displayed in the balances overview change according to the business agreement selected in the account overview.

If the number of items is less than that defined in the Customizing settings for the FI-CA profile, the system displays the document/item display directly when the agent selects a balance. If the maximum number of items specified in Customizing is exceeded, the agent must enter further restrictions on the documents or document items displayed in an additional view.

Prerequisites

You have made the settings for FI-CA profiles in Customizing for Customer Relationship Management under  Interaction Center WebClient Industry-Specific Functions Integration with Contract Accounts Receivable and Payable (FI-CA) .

Activities

To display the individual documents for a balance, choose a balance. You can switch from document display to the detailed view for the document line item for each document item.