Context applications in Infor Ming.le
Context and utility applications are gadgets or mini applications that provide information at a glance and access to frequently used tools. You use these applications in Infor Ming.le to create and maintain notes, create and maintain contacts, and view and print reports and other documents.
To access the context applications, you must expand the Context Apps panel in the Infor Ming.le menu bar. If a context application within the collapsed panel requires attention, a notification dot is displayed on the collapse/expand icon for the panel. The state of Context App panel is retained from session to session. If it was closed when you last signed out, it is closed the next time you sign in.
If a context application does not contain information, you cannot use the context application in the current function. For example, you cannot add a note to an order you select in search results grid of Sales Order Inquiry. If you open the order, you can add notes in other views, such as Header, Line Detail, or Line History.
A context application may be unavailable if it does not pertain to the current function. For example, the Tiers and Preferences application is only available in Sales Order Entry.
This table shows the Infor Ming.le context applications that are used by Distribution SX.e:
Context application | Description |
---|---|
Activities | Use this application to add, maintain, and
delete activities that are related to these entities:
|
Calculator | Use this application to determine the quantity for a product with a dimensional unit of measure in Sales Order Entry. |
Contacts | Click this application to add, maintain, and view contacts for customers, ship tos, vendors, ship froms, products, and catalog products. You can also create tasks that pertain to a contact. |
Document Management | Click this application to view the documents
that are stored in Infor Document Management(IDM), or to upload
files to IDM. From this application, you can also access the document within Infor Document Management or share the information in Infor Ming.le. When a user clicks the drillback icon in a post in Infor Ming.le, the shared document opens in IDM. |
In-Context CSD Analytics | Use this application to view specific business intelligence
charts and reports from Birst that are related
to the selected customer, vendor, or product on these pages:
|
Notes | Click this application to add, maintain, or
view a note that is attached to an entity. See Notes. |
ProductRecommender(CrossSell) | After you specify a customer in Sales Order Entry or Sales Customer Pricing Inquiry, use this application to view products that customers similar to the selected customer have purchased. A customer is similar to the selected customer if they have purchased common products. Use the information to recommend additional products to the customer. Recommended products can be selected in the ProductRecommender(CrossSell) window and dropped to the Products to Add grid in Sales Order Entry-Quick Line Entry. |
ProductRecommender(UpSell) | After you specify a product in Sales Order Entry or Sales Customer Pricing Inquiry, use this application to view products that are similar to the specified product. Use the information to recommend alternate products to customers. Recommended products can be selected in the ProductRecommender(CrossSell) window and dropped to the Products to Add grid in Sales Order Entry-Quick Line Entry. |
Report Viewer | Click this application to view a list of
reports and other documents that were sent to this context application.
Click a report to view it as a PDF, text, or Excel file.
See Report Viewer. |
Smart Help | Click this application to access documentation, training, or
support information that is related to the displayed page.
To view the application, the SmartHelpUser security role must be assigned to your Infor Ming.le user record. See the Infor Smart Help Administration Guide. |
Tiers and Preferences | After you specify a product in Sales Order Entry, click this application
to view products that were grouped and prioritized by these attributes
in the Tiers and Preferences feature :
|