Credit management (164)

Browse code 164 (BrowseCode::CreditManagement, “Kredietbeheer”): the open invoices of customers with the credit management actions on them, such as a dispute or a reminder, with the date, amount and the credit manager.

Twinfield documentation: Browse data.

• fin.trs.line.actioncode and actionname: the action, e.g. a dispute code. actiondate, actionvalue, actiondescription, actioncreated and actionuser/actionusername give the details.
• betweenDates('fin.trs.line.actiondate', $from, $to): the actions in a period. The browse code has no period criterion.
• between('fin.trs.line.dim2', $customer, $customer): one customer; fin.trs.costcenter can be a criterion as well.

Criteria: customer, cost centre and action date. See browse-definitions/164.xml and the browse data guide.

Fields

All fields of the browse definition (browse-definitions/164.xml), with the label for a Dutch user, the data type and the values of a field with a fixed list (browsefields.xml). A field that is not visible is meant as criterion: asking for it as column can give a server error. Twinfield does not apply the proposed values: send every criterion you need.

Field	Label	Type	Visible	Criterion
fin.trs.head.office	Administratie	string	yes
fin.trs.head.officename	Adm.naam	string	yes
fin.trs.line.dim2	Debiteur	string	yes	between
fin.trs.line.dim2name	Naam	string	yes
fin.trs.costcenter	KPL	string	yes	between
fin.trs.costcentername	Kpl.-naam	string	yes
fin.trs.line.invnumber	Factuurnr.	string	yes
fin.trs.head.date	Factuurdatum	date	yes
fin.trs.line.basevaluesigned	Basisbedrag	value	yes
fin.trs.line.openbasevaluesigned	Openstaand bedrag	value	yes
fin.trs.line.datedue	Vervaldatum	date	yes
fin.trs.line.actioncode	Dispuutcode	string	yes
fin.trs.line.actionname	Dispuutnaam	string	yes
fin.trs.line.actiondate	Dispuutdatum	date	yes	between
fin.trs.line.actionvalue	Dispuutbedrag	value	yes
fin.trs.line.actiondescription	Dispuutomschrijving	string	yes
fin.trs.line.actioncreated	Aanmaakdatum dispuut	date	yes
fin.trs.line.actionuser	Kredietbeheerder	string	yes
fin.trs.line.actionusername	Naam kredietbeheerder	string	yes

Code

$twinfield = Example::twinfield();

$customer = $argv[1] ?? null;

$query = $twinfield->browse(BrowseCode::CreditManagement)
    ->columns(
        'fin.trs.line.dim2',
        'fin.trs.line.dim2name',
        'fin.trs.line.invnumber',
        'fin.trs.line.datedue',
        'fin.trs.line.openbasevaluesigned',
        'fin.trs.line.actioncode',
        'fin.trs.line.actionname',
        'fin.trs.line.actiondate',
        'fin.trs.line.actionvalue',
        'fin.trs.line.actionusername',
    );

if ($customer !== null) {
    $query = $query->between('fin.trs.line.dim2', $customer, $customer);
}

$result = $query->get();

echo count($result), ' credit management action(s)', $customer === null ? '' : ' of customer ' . $customer, PHP_EOL;

foreach ($result as $index => $row) {
    $due = $row->nullableDate('fin.trs.line.datedue');
    $date = $row->nullableDate('fin.trs.line.actiondate');

    echo sprintf(
        '[%d/%d] %s %s invoice %s, due %s, open %s: %s %s on %s, %s by %s',
        $index + 1,
        count($result),
        $row->string('fin.trs.line.dim2'),
        $row->nullableString('fin.trs.line.dim2name') ?? '',
        $row->nullableString('fin.trs.line.invnumber') ?? '-',
        $due === null ? '-' : $due->format('Y-m-d'),
        $row->amount('fin.trs.line.openbasevaluesigned'),
        $row->nullableString('fin.trs.line.actioncode') ?? '-',
        $row->nullableString('fin.trs.line.actionname') ?? '',
        $date === null ? '-' : $date->format('Y-m-d'),
        $row->amount('fin.trs.line.actionvalue'),
        $row->nullableString('fin.trs.line.actionusername') ?? '-',
    ), PHP_EOL;
}

Run

php examples/browse-data/164-credit-management/example.php        # all customers
php examples/browse-data/164-credit-management/example.php 1000   # customer 1000

Add TWINFIELD_DEBUG=1 to see the SOAP requests and responses.

2 credit management action(s)
[1/2] 1000 Example customer invoice 2026-0002, due 2026-03-03, open 242.00: D01 Dispuut prijs on 2026-03-10, 242.00 by Example user
[2/2] 1000 Example customer invoice 2026-0008, due 2026-04-15, open 96.80: 303 Elektronisch gefactureerd on 2026-03-16, 96.80 by Example user

XML

What the SDK sends to Twinfield and what Twinfield sends back, for a call like the one in this example. The responses come from the tests, with example data.

Compose the browse request and send it

Twinfield documentation: Browse data: Compose the browse request and send it.

$twinfield->browse(BrowseCode::CreditManagement)
    ->columns(
        'fin.trs.line.dim2',
        'fin.trs.line.dim2name',
        'fin.trs.line.invnumber',
        'fin.trs.line.datedue',
        'fin.trs.line.openbasevaluesigned',
        'fin.trs.line.actioncode',
        'fin.trs.line.actionname',
        'fin.trs.line.actiondate',
        'fin.trs.line.actionvalue',
        'fin.trs.line.actionusername',
    )
    ->between('fin.trs.line.dim2', '1000', '1000')
    ->get();

The SDK sends this XML as xmlRequest of ProcessXmlString to processxml.asmx:

<columns code="164" optimize="true">
  <column>
    <field>fin.trs.line.dim2</field>
    <visible>true</visible>
    <operator>between</operator>
    <from>1000</from>
    <to>1000</to>
  </column>
  <column>
    <field>fin.trs.line.dim2name</field>
    <visible>true</visible>
  </column>
  <column>
    <field>fin.trs.line.invnumber</field>
    <visible>true</visible>
  </column>
  <column>
    <field>fin.trs.line.datedue</field>
    <visible>true</visible>
  </column>
  <column>
    <field>fin.trs.line.openbasevaluesigned</field>
    <visible>true</visible>
  </column>
  <column>
    <field>fin.trs.line.actioncode</field>
    <visible>true</visible>
  </column>
  <column>
    <field>fin.trs.line.actionname</field>
    <visible>true</visible>
  </column>
  <column>
    <field>fin.trs.line.actiondate</field>
    <visible>true</visible>
  </column>
  <column>
    <field>fin.trs.line.actionvalue</field>
    <visible>true</visible>
  </column>
  <column>
    <field>fin.trs.line.actionusername</field>
    <visible>true</visible>
  </column>
</columns>

Twinfield answers with this XML in ProcessXmlStringResult:

<browse result="1" first="1" last="2" total="2">
  <th>
    <td label="" hideforuser="false" type="String">fin.trs.line.dim2</td>
    <td label="" hideforuser="false" type="String">fin.trs.line.dim2name</td>
    <td label="" hideforuser="false" type="String">fin.trs.line.invnumber</td>
    <td label="" hideforuser="false" type="Date">fin.trs.line.datedue</td>
    <td label="" hideforuser="false" type="Value">fin.trs.line.openbasevaluesigned</td>
    <td label="" hideforuser="false" type="String">fin.trs.line.actioncode</td>
    <td label="" hideforuser="false" type="String">fin.trs.line.actionname</td>
    <td label="" hideforuser="false" type="Date">fin.trs.line.actiondate</td>
    <td label="" hideforuser="false" type="Value">fin.trs.line.actionvalue</td>
    <td label="" hideforuser="false" type="String">fin.trs.line.actionusername</td>
  </th>
  <tr>
    <td>1000</td>
    <td>Example customer</td>
    <td>2026-0002</td>
    <td name="03/03/2026">20260303</td>
    <td>242.00</td>
    <td>D01</td>
    <td>Dispuut prijs</td>
    <td name="10/03/2026">20260310</td>
    <td>242.00</td>
    <td>Example user</td>
    <key>
      <office>1000</office>
      <code>VRK</code>
      <number>202600002</number>
      <line>1</line>
    </key>
  </tr>
  <tr>
    <td>1000</td>
    <td>Example customer</td>
    <td>2026-0008</td>
    <td name="15/04/2026">20260415</td>
    <td>96.80</td>
    <td>303</td>
    <td>Elektronisch gefactureerd</td>
    <td name="16/03/2026">20260316</td>
    <td>96.80</td>
    <td>Example user</td>
    <key>
      <office>1000</office>
      <code>VRK</code>
      <number>202600008</number>
      <line>1</line>
    </key>
  </tr>
</browse>

Source

View examples/browse-data/164-credit-management/example.php on GitHub.