Exposing Analytical Actions to reports based on the Payables and Receivables Register
The objective of this blog post is to explain how to expose Analytical Actions to reports based on the Payables and Receivables Register.
With release 2108 it is possible to expose analytical actions to reports based on the payables and receivables register (business object FOPXD_TRPREG). You can now enable users to update an open item from a customer or supplier invoice by the following analytical actions:
- Set dunning block
- Remove dunning block
- Set payment block
- Remove payment block
- Update payment terms
As an example, we will expose and enable these analytical actions in the Aging List for Receivables report.
As a first step you need to add the Receivables Payables Split Item field to the report. For this open the Aging List for Receivables report in the Receivables work center.
Configure the report and add the Receivables Payables Split Item field to the report.
Search for the field, select it and confirm the selection by clicking OK.
Navigate to the Business Analytics work center and open the Analytical Actions view.
Search for ‘Payables and Receivables Register’ to list down all available actions.
Select any line and click on Expose – Expose Action. It will launch the Maintain Action screen.
In the Maintain Action screen select UUID as the BO Node Key Element, Date/Time as the Timestamp Element and click on Save.
Search for Receivables Payables Split Item select it and click OK.
You can now select any Receivables Payables Split Item, for example a customer invoice, and call the action from the report. Click on Execute Actions. This will open the Action popup.
Select any action to execute it.
Enter the action parameters, in this example to set a dunning block, and click on OK.
After a successful execution you can see the message “Action was executed successfully”.
This short explanation shall help you to understand Analytical Actions and how to expose them to reports based on the Payables and Receivables Register business object.