SAP Payment History

Display customer payment habit (days in arrears) on Account.

The SAP Payment History component shows the SAP customer payment history information for a specific Account as-is and the calculation logic is the same as it is in SAP.

 

Installation

  1. Navigate to the Component Library in the Overcast App. Filter by SAP-integrated Customer 360 under Collections.
    SAP Payment History
     
  2. Activate the SAP Payment History component, by selecting the blue Activate button. (Once activated, the panel will appear green).
    SAP Payment History
     
  3. Choose the connection string for your Backend System and click Activate.
    SAP Sales Order History
  4. Navigate to the Monitoring Tab and check the Status. A green circle indicates that the component is successfully activated and is ready to use. If you see a red circle indicating an error, navigate to the ID (eg. 00001) and see Detailed Log for information regarding error. Go to Monitoring pages for more information.
    SAP Payment History
     

Display the component 

SAP Payment History component can be displayed on Salesforce record page of Account. 
  1. Go to Account record page. Navigate Setup and select Edit Page to open Lightning Application Builder.
    SAP Payment History
     
  2. From Left pane, drag and drop the SAP Payment HistoryWidget component found under Custom components onto the page. Click Save and then Activate.SAP Payment History
     
  3. If this is your first component to install, you will see Page Layout Activation page. Select Assign as Organization Default. Click Next and then Save. The component is now displayed on the Account record page.

 

Functionality

  1. Go back to the Account record page. SAP Payment History of the selected account is now displayed.
     SAP Payment History