Page 9019 "CEO and President Role Center"

Base Application · Microsoft.RoleCenters · captioned “President” · BC23-30 · source at ea08af5e · facts from BC29

Properties

Property	Value
Caption	President
PageType	RoleCenter

Fields on this page

Layout controls in source order, grouped by the container they sit in. Shows: the table field a control is bound to (or its expression as written); ToolTip: the control’s own, else the bound field’s (marked).

Group	Control	Shows	ToolTip
RoleCenter	Control21	part Page 762 “Finance Performance”	—
	Control4	part Page 762 “Finance Performance”	—
	Control1907692008	part Page 9150 “My Customers”	—
	Control24	part Page 869 “Cash Flow Forecast Chart”	—
	Control27	part Page 770 “Sales Performance”	—
	Control28	part Page 770 “Sales Performance”	—
	Control29	part Page 681 “Report Inbox Part”	—
	Control25	part Page 675 “My Job Queue”	—
	Control1902476008	part Page 9151 “My Vendors”	—
	Control1905989608	part Page 9152 “My Items”	—

Actions

Group	Action	ToolTip	Runs
Reporting	Receivables-Payables	Perform bookkeeping tasks.	Report 5 “Receivables-Payables”
	Trial Balance/Budget (Obsolete) obsolete Pending 28.0; #if not CLEAN28	View a trial balance in comparison to a budget. You can choose to see a trial balance for selected dimensions. You can use the report at the close of an accounting period or fiscal year.	Report 9 “Trial Balance/Budget”
	Closing Trial Balance	View, print, or send a report that shows this year’s and last year’s figures as an ordinary trial balance. The closing of the income statement accounts is posted at the end of a fiscal year. The report can be used in connection with closing a fiscal year.	Report 10 “Closing Trial Balance”
	Fiscal Year Balance	View, print, or send a report that shows balance sheet movements for selected periods. The report shows the closing balance by the end of the previous fiscal year for the selected ledger accounts. It also shows the fiscal year until this date, the fiscal year by the end of the selected period, and t…	Report 36 “Fiscal Year Balance”
	Customer - Balance	—	Report 121 “Customer - Balance to Date”
	Customer - Top 10 List (Obsolete) obsolete Pending 28.0; #if not CLEAN28	View which customers purchase the most or owe the most in a selected period. Only customers that have either purchases during the period or a balance at the end of the period will be included.	Report 111 “Customer - Top 10 List”
	Customer - Sales List obsolete Pending 28.0; #if not CLEAN28	View customer sales for a period, for example, to report sales activity to customs and tax authorities. You can choose to include only customers with total sales that exceed a minimum amount. You can also specify whether you want the report to show address details for each customer.	Report 119 “Customer - Sales List”
	Sales Statistics obsolete Pending 28.0; #if not CLEAN28	View customers’ total costs, sales, and profits over time, for example, to analyze earnings trends. The report shows amounts for original and adjusted costs, sales, profits, invoice discounts, payment discounts, and profit percentage in three adjustable periods.	Report 112 “Sales Statistics”
	Vendor - Purchase List	—	Report 309 “Vendor - Purchase List”
Embedding	Financial Reporting	Get insight into the financial data stored in your chart of accounts. Financial reports analyze figures in G/L accounts, and compare general ledger entries with general ledger budget entries. For example, you can view the general ledger entries as percentages of the budget entries. Financial reports…	Page 108 “Financial Reports”
	Analysis by Dimensions	View amounts in G/L accounts by their dimension values and other filters that you define in an analysis view and then show in a matrix window.	Page 556 “Analysis View List”
	Sales Analysis Report	Analyze the dynamics of your sales according to key sales performance indicators that you select, for example, sales turnover in both amounts and quantities, contribution margin, or progress of actual sales against the budget. You can also use the report to analyze your average sales prices and eval…	Page 9376 “Analysis Report Sale”
	Budgets	View or edit estimated amounts for a range of accounting periods.	Page 121 “G/L Budget Names”
	Sales Budgets	Enter item sales values of type amount, quantity, or cost for expected item sales in different time periods. You can create sales budgets by items, customers, customer groups, or other dimensions in your business. The resulting sales budgets can be reviewed here or they can be used in comparisons wi…	Page 7132 “Item Budget Names”
	Sales Quotes	Make offers to customers to sell certain products on certain delivery and payment terms. While you negotiate with a customer, you can change and resend the sales quote as much as needed. When the customer accepts the offer, you convert the sales quote to a sales invoice or a sales order in which you…	Page 9300 “Sales Quotes”
	Sales Orders	Record your agreements with customers to sell certain products on certain delivery and payment terms. Sales orders, unlike sales invoices, allow you to ship partially, deliver directly from your vendor to your customer, initiate warehouse handling, and print various customer-facing documents. Sales …	Page 9305 “Sales Order List”
	Sales Invoices	Register your sales to customers and invite them to pay according to the delivery and payment terms by sending them a sales invoice document. Posting a sales invoice registers shipment and records an open receivable entry on the customer’s account, which will be closed when payment is received. To m…	Page 9301 “Sales Invoice List”
	Customers	View or edit detailed information for the customers that you trade with. From each customer card, you can open related information, such as sales statistics and ongoing orders, and you can define special prices and line discounts that you grant if certain conditions are met.	Page 22 “Customer List”
	Contacts	View a list of all your contacts.	Page 5052 “Contact List”
	Find entries…	Find entries and documents that exist for the document number and posting date on the selected document. (Formerly this action was named Navigate.)	Page 344 “Navigate”

Extended by

Recent changes

2026-08-04 #9549 636017 Move Purchases report action tooltips to report objects (main, BC30, refactor)

Documented on Microsoft Learn

Change basic settings for the current user

Source: AL metadata extracted from the code (names, ids, signatures, properties); no code bodies (D10).

Ask your agent

Procedure bodies are not stored here (D10). For a procedure body or the calls of one procedure, ask bc-code-atlas (external, by Stefan Maron, MIT; default corpus w1-28), which the bc-observatory plugin connects: bcatlas_resolve_node(object_type: "page", object_name: "CEO and President Role Center"), then bcatlas_get_procedure_body or bcatlas_get_neighbors on the returned id.