Purchasing Homepage available

A pre-defined homepage for CloudSuite Distribution users that interface with vendors is now available in Infor Ming.le. Each widget on the homepage is designed to assist users in performing tasks, resolving issues, and improving vendor satisfaction.

The homepage includes these types of widgets:

  • Birst

    Shows a CloudSuite Distribution Analytics dashboard that contain role-based information. The individual widgets in the banner widget represent a Birst report. Click Explore to view the report in Birst.

  • ION

    Shows alerts for monitors and workflows that are set up by your system administrator in ION. Users can assign alerts to themselves and then mark them as complete.

  • Distribution SX.e
  • Shows data from Distribution SX.e without opening the application.

These widgets are included on the homepage:

  • Purchasing banner widget comprised of these widgets:
    • Top 5 Vendors by Order Fill Rate
    • Purchase Order Amount Current vs LY (last year)
    • # of POs by Stage Code
  • Vendor Lookup
  • Vendor Purchase Orders
  • Vendor Period Balance
  • Purchase Order Listing
  • PO Approval
  • Non Stock Item
  • Purchase Order Overdue
  • Inventory Stock Out
  • Broken Tie Alert
  • PO Deviation Alert
  • PO Acknowledgement
  • Menu

See the Infor Distribution SX.e User Guide for information about each widget.

Feature activation

The Purchasing homepage is available in the Page Catalog on the Homepage view in Infor Ming.le. To add the page to the Homepage view, the SX-Purchasing security role must be assigned to a user's Infor Ming.le user record. Users that can sign in to more than one company must configure the lookup widgets to specify the company and user ID from which to retrieve the information.

To display alert and tasks in the ION widgets, the SXe_Purchase group must be included on the distribution list for the related monitors, workflows, or activation policies in ION Desk. To view content in the ION widgets, the SXe_Purchase group must be assigned to the user's Infor Ming.le user record. To view the report in Birst, the SXBIRST-Consumer-Administrator role must be assigned to the user's Infor Ming.le user record.

See the Infor CloudSuite Distribution Configuration Guide.