Page 9037 "Accountant Activities"

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

Properties

Property	Value
Caption	Activities
SourceTable	Finance Cue
PageType	CardPart

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
Control36	Overdue Purchase Documents	Overdue Purchase Documents	Specifies the number of purchase invoices where your payment is late. from the table field
	Cash Accounts Balance	Cash Accounts Balance	Specifies the sum of the accounts that have the cash account category. from the table field
	New Incoming Documents	New Incoming Documents	Specifies the number of new incoming documents in the company. The documents are filtered by today’s date. from the table field
Payments	Purchase Documents Due Today	Purchase Documents Due Today	Specifies the number of purchase invoices that are due for payment today.
	Purch. Invoices Due Next Week	Purch. Invoices Due Next Week	Specifies the number of payments to vendors that are due next week. from the table field
	Purchase Discounts Next Week	Purchase Discounts Next Week	Specifies the number of purchase discounts that are available next week, for example, because the discount expires after next week. from the table field
Document Approvals	POs Pending Approval	POs Pending Approval	Specifies the number of purchase orders that are pending approval. from the table field
	SOs Pending Approval	SOs Pending Approval	Specifies the number of sales orders that are pending approval. from the table field
Financials	Unprocessed Payments	Non-Applied Payments	Specifies a window to reconcile unpaid documents automatically with their related bank transactions by importing a bank statement feed or file. In the payment reconciliation journal, incoming or outgoing payments on your bank are automatically, or semi-automatically, applied to their related open cu… from the table field
Incoming Documents	Approved Incoming Documents	Approved Incoming Documents	Specifies the number of approved incoming documents in the company. The documents are filtered by today’s date. from the table field
	OCR Completed	OCR Completed	Specifies that incoming document records that have been created by the OCR service. from the table field
Content	SATAsyncLoader obsolete Pending 28.0; #if not CLEAN28	add-in SatisfactionSurveyAsync	—

Actions

Group	Action	ToolTip	Runs
Payments	Edit Cash Receipt Journal	Register received payments in a cash receipt journal that may already contain journal lines.	Page 255 “Cash Receipt Journal”
	New Sales Credit Memo	Process a return or refund by creating a new sales credit memo.	Page 44 “Sales Credit Memo”
	Edit Payment Journal	Pay your vendors by filling the payment journal automatically according to payments due, and potentially export all payment to your bank for automatic processing.	Page 256 “Payment Journal”
	New Purchase Credit Memo	Create a new purchase credit memo so you can manage returned items to a vendor.	Page 52 “Purchase Credit Memo”
Document Approvals	Create Reminders…	—	Report 188 “Create Reminders”
	Create Finance Charge Memos…	—	Report 191 “Create Finance Charge Memos”
Financials	New Payment Reconciliation Journal	Reconcile unpaid documents automatically with their related bank transactions by importing bank a bank statement feed or file.
Incoming Documents	Receive from OCR Service	Process new incoming electronic documents that have been created by the OCR service and that you can convert to, for example, purchase invoices in Dynamics 365.	Codeunit 881 “OCR - Receive from Service”
Product Videos	Product Videos	Open a list of videos that showcase some of the product capabilities.	Page 1470 “Product Videos”
Get started	Try with my own data	Set up My Company with the settings you choose. We’ll show you how, it’s easy.
	Play Getting Started	Show the Getting Started guide again.
Processing	Set Up Cues	Set up the cues (status tiles) related to the role.

Procedures

2 local procedures, no public ones.

Triggers

OnAfterGetCurrRecord, OnAfterGetRecord, OnInit, OnOpenPage, UserTours::ShowTourWizard

Relations

source table Table 9054 “Finance Cue”

Extended by

Calls

From the extracted call graph of BC29 (graphify-al on the snapshot checkout): calls whose target is known from a declared type or an Object::"Name" argument. Interface dispatch and calls through events are not counted, so the list is not complete.

Codeunit 1309 “O365 Getting Started Mgt.” (3 calls: StartWhatIsNewTour → GetWhatIsNewTourID, UserTours::ShowTourWizard → IsGettingStartedSupported, UserTours::ShowTourWizard → LaunchWizard)
Codeunit 457 “Environment Information” (3 calls: OnAfterGetCurrRecord → IsSaaS, OnInit → IsSaaS, OnOpenPage → IsSaaS)
Codeunit 1294 “OCR Service Mgt.” (1 call: OnOpenPage → OcrServiceIsEnable)
Codeunit 1311 “Activities Mgt.” (1 call: CalculateCueFieldValues → CalcCashAccountsBalances)
Codeunit 1430 “Role Center Notification Mgt.” (1 call: OnOpenPage → ShowNotifications)
Codeunit 4030 “Client Type Management” (1 call: OnOpenPage → GetCurrentClientType)
Codeunit 9170 “Conf./Personalization Mgt.” (1 call: OnOpenPage → RaiseOnOpenRoleCenterEvent)

Ask your agent

Procedure bodies are not stored here (D10). The call sections above are our own, per object, from the BC29 call graph. 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: "Accountant Activities"), then bcatlas_get_procedure_body or bcatlas_get_neighbors on the returned id.