Transfer Inquiry-Overview tab now available
To allow quick access to important warehouse transfer details, an Overview tab is added to Transfer 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 General 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, ignore lead time, rush flag, direct route, and warehouse transfer cancelled.
- Process indicator that shows the sales order stages and the related dates.
The Lines section displays donut charts with Line Types, Ship Quantity, and Received Quantity data.
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.
Feature activation
Access to the Overview tab is controlled by sub-function security in SA Operator Setup-Function Security. By default, all users that currently have access to Transfer Inquiry are given access to the Overview tab.