Home Screen

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Revision as of 11:21, 8 April 2024 by Acs300Admin (talk | contribs) (Created page with "thumb The Home screen contains an Accordian control with lists in them. Overdue - Customers who are X amount of days overdue (this is configurable) thumb Open Orders - Customer Orders (orders with OrderType in ('S','B')) thumb Open Quotes - Customer Quotes (orders with OrderType in ('Q','P')) '''Layout''' # Refresh button to refetch from the server # Toggle the list ite...")
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File:Sage 100 overdue.png

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

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

File:Sage 100 open orders.png

Open Orders - Customer Orders (orders with OrderType in ('S','B'))

File:Safe 100 open quotes.png

Open Quotes - Customer Quotes (orders with OrderType in ('Q','P'))


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