Understanding Customer Self-Service in the Customer Ledger Inquiry Program (P03B2002)
If you activate customer self-service, you enable customers access to invoice and receipt information. Customer self-service permits a customer to inquire on their invoices to view the total amount due, due dates, and discount information, and to determine if payments have been applied appropriately.
To enable the customer self-service application, you must activate the Customer Self-Service processing option. When self-service is activated, the system retrieves the address book number for customers based on their User Profile record, which is accessed when the customer logs in.
When a customer accesses the web page, the system displays the Work with Customer Ledger Inquiry form, and the customer can search and review invoice information exactly as you do, with these exceptions:
Some columns appear differently, for example Document Number displays as Invoice Number, Date Closed displays as Paid Off Date, and so on.
The system does not display invoices that have been voided.
If an invoice is entered in a foreign currency, the system displays the foreign amounts only in the Invoice Amount and Open Amount fields.
Invoices cannot be selected from the row in the detail area or by using the Row menu.