Order overview information added to Sales Order Inquiry

To provide quick access to key order information, an Overview tab was added to Sales Order Inquiry. The order information is grouped in collapsible sections, also called cards, that displays data from other tabs. It is presented in standard static fields, key performance indicator (KPI) charts, and other visual components.

A Summary section and Lines section is displayed for all transaction types. The Summary section displays these elements:

• Select fields from the Header and Totals tabs.
• Counts for lines, packages, and history (backorders). Each number is a hyperlink that opens the corresponding tab.
• Color-coded tags that represent flags or conditions that apply to the order including header notes, line comments, fulfillment order, approval hold, backorders exist, substitutes not allowed, backorders not allowed, late order, and canceled order.
• Process indicator that shows the sales order stages and the related dates.
• Donut chart that displays the percentage of cost and margin for the order.

The Lines section displays donut charts with Line Types, Ship Quantity, and Return Lines data.

A Blanket Release Schedule section and Blanket Release Value section are displayed for Blanket Order (BL) transactions, excluding . The Blanket Release Schedule section displays a column chart with the date and suffix of each Blanket Release (BR) and product information. Hyperlinks to Sales Blanket Release Entry and Sales Order Entry are also provided. The Blanket Release Value section displays a column chart with the date and suffix of each BR and the value of the BR.

Existing security settings from SA Operator Setup are honored on the Overview tab. For example, if a user is not allowed to enter or view prices, then the Total Invoice amount and other price-related elements are not displayed.

Users can personalize the Overview tab to hide or collapse a card, change the color of tags, and make other changes. Developers can also use the Extension Enablement Toolkit to customize the tab and add additional tags to meet your business requirements. They can also increase the threshold count for summarizing Blanket Release products.

As part of this enhancement, all existing collapsible sections in Sales Order Inquiry were placed in cards to improve the layout and usability.