Adding Contract Fulfilment widget to Insight group

Setup an Insight group available in Infor OS, Widgets (right side panel) and add the Contract Fulfilment widget to the Insight group. 

  1. Click Add to create new Insight group.
  2. Specify the Name for the Insight group and click OK. A Private Insight group created.
  3. Click Add Widget.
  4. Search Contract Fulfilment in Widget Catalog.
  5. Select the Contract Fulfilment widget and click Save. The widget is added to the Insight group. For the Sales Contract selected from Sales Contracts LN session, the widget loads the respective Sales Contract Lines with the forecasted quantities and prediction rates.
  6. Configure the Contract Fulfilment widget:
    1. Click the ellipsis icon in the Contract Fulfilment widget. 
    2. Select Configure.
    3. Specify the Logistic Company, Site, Sales Office, Internal Sales Representative and the Threshold.
    4. Click Save. 
      Note: The contract lines details with forecasted quantities and prediction rates are loaded based on the selected filters. For more information on widget functionality, see the SmartHelp for this widget.