Finance and accounts receivable
Receivables and open items in SAP Business ByDesign, in one question
Finance teams ask their AI assistant who owes what, how overdue it is and which invoices are still open for a customer. The answers come live from SAP Business ByDesign, with totals by aging bucket and links to the documents.
What people ask, and what they get back
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"Show our receivables aging by bucket."
The assistant groups what customers owe into not due, 1 to 30, 31 to 60, 61 to 90 and over 90 days overdue, per currency, and names the customers owing the most.
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"Which invoices of Vandermeer Process are overdue?"
It lists the unpaid invoices and credit notes for that customer with due dates, days overdue and amounts.
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"Who should we call first this week?"
It reads the aging and names the customers with the largest overdue amounts, so collection calls start in the right place.
Tools involved
- Receivables aging Groups what customers owe by how overdue it is.
- Open items for a customer Shows unpaid invoices and credit notes for one customer.
- Find customers Finds customers by name or number.
The controls around it
- Receivables tools are read only. Nothing in ByDesign changes.
- Roles decide who can see receivables at all.
- Every look-up is in the audit log with the person, the tool and the time.
Questions people ask
Is the receivables data stored outside SAP Business ByDesign?
No. It is read live when the assistant asks, returned and not stored. The audit log records that a look-up happened, not the figures.
Does it work with several currencies?
Yes. Amounts are shown in the document currency and totals are kept per currency, without converting them.
Other teams using it
Sales and inside sales
Create SAP Business ByDesign sales orders from a sentence
Project managers and controllers
Project budget vs actual in SAP Business ByDesign, without the report
IT, security and ERP administrators
One control point for AI access to SAP Business ByDesign
Last updated
See it with your own questions
In 30 minutes we show an AI assistant looking up and preparing work in a business app, with the approval and the audit trail. Bring the questions your team asks every week.