Home Screen: Difference between revisions

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Overdue - Customers who are X amount of days overdue (this is configurable)
Overdue - Customers who are X amount of days overdue (this is configurable)
[[File:Sage 300 open orders.png|thumb]]
[[File:Sage 300 open orders.png|thumb]]
Open Orders - Customer Orders (orders with OrderType in ('S','B'))  
Open Orders - Customer Orders (orders with [Type]=1 )  
[[File:Safe 300 open quotes.png|thumb]]
[[File:Sage 300 open quotes.png|thumb]]
Open Quotes - Customer Quotes (orders with OrderType in ('Q','P'))
Open Quotes - Customer Quotes (orders with [Type]=4)





Latest revision as of 06:30, 10 April 2024

The Home screen contains an Accordian control with lists in them.

Overdue - Customers who are X amount of days overdue (this is configurable)

Open Orders - Customer Orders (orders with [Type]=1 )

Open Quotes - Customer Quotes (orders with [Type]=4)


Layout

  1. Refresh button to refetch from the server
  2. Toggle the list item
  3. Click to view the AR Customer summary (in the Open Orders/Quotes the icon opens AR Customer Order)
  4. Toggle the Primary accordian