Infor Distribution SX.e User Guide (Cloud)

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About this guide
Intended audience
Related documents
Distribution SX.e overview
Browser and display settings
Supported browsers
Loading insecure content in Chrome
Screen resolution
Visual style
Preferred language
Changing your UI language
Viewing product descriptions in your preferred language
Date and time formatting for the United Kingdom
Signing in to Distribution SX.e
Required user records
Alternate login
Single sign on
Sign-in process
Signing in to Distribution SX.e with SSO
User interface and navigation
User interface components
Accessing modules and functions
Navigation icons
Toolbars
Wizards
Hyperlinks
Distribution SX.e in multiple browser tabs
Accessing online documentation
Accessing translated online documentation
Searches and lookups
Global search
Global search results
Function searches
Basic search
Advanced search
Date ranges
Record limits
Saving an advanced search
Conducting an advanced search
Recently Visited
UI Search
Lookups
Excluding inactive records from lookup searches
Searching for exact matches in Product lookups
Facet search
Saving a facet search
Conducting a facet search
Conducting a facet search without a search value
Expanding the facets in facet search
Facet values in initial lookup searches
Most recently used (MRU) lookup
Autocomplete feature
Character requirements for search values
Grids
Grid icons
Grid toolbars
Grid options
Applying a grid filter
Grid pagination
Keyboard shortcuts for grids
Infor OS Portal and Infor Ming.le functions
Infor OS Portal and Infor Ming.le bookmarks
Infor OS Portal and Infor Ming.le Share
Sharing Distribution SX.e information in Infor OS Portal or Infor Ming.le
Accessing Distribution SX.e information from an Infor OS Portal or Infor Ming.le post
Homepages, workspaces, and widgets
Context widgets and context applications in Infor OS Portal and Infor Ming.le
Context widget icons
Activities context widget
Creating an activity
Creating an activity for a contact
Adding a note to an activity
Maintaining or deleting an activity
Closing an activity in the context widget
Closing an activity in Infor OS Portal or Infor Ming.le
Searching for an activity
Calculator context widget
Calculating quantity for dimensional products in Sales Order Entry
Contacts context widget
Contact record maintenance
Creating a contact record
Task creation
Creating a task for a contact
Document Management context widget
Viewing documents in the Document Management context widget
Adding a file to IDM in the Document Management context widget
Sharing an IDM document in an Infor OS Portal or Infor Ming.le post
In-Context CSD Analytics context widget
Product Advisor context widget
Adding Product Advisor widget to an insight group
Product Recommender context widgets
Notes context widget
Standard and simple notes
Note indicators
Note organization
Note formatting
Creating a note
Printing product notes
Report Viewer context widget
Sending a report to another user from Report Viewer
Smart Help context widget
Printing and generating report output
Stored reports
Report schedules
Report date wild cards
Setting up and running a stored report
Auto printing stored reports
Deleting a stored report
Running a new one-time report
Automatically printing documents
On-demand printing
Printing a document on demand
Excel output
Email output
Valid email address format
Setting up email output for vendors and ship froms
Setting up email output for customers and ship tos
Printing from a forms printing utility
Printing documents using IDM Demand Print
Contact information on sales-related forms sent to IDM and third-party applications
Personalization
Personalization security
Hierarchy of personalization levels
Personalize feature
Personalization levels
Control selection
Control edit options
Control position
Grid column width
Applying an existing personalization record to your UI
Modifying the UI in the Personalize window
Identifying changes to the UI
Modifying Advanced Search in the Personalize window
Identifying changes to Advanced Search
Entry default settings
Entry default setting levels
Creating or maintaining entry default settings
Signing out of Distribution SX.e
Sign-out process
Open functions check
Signing out of Distribution SX.e through Infor OS Portal or Infor Ming.le
Signing out of Distribution SX.e
Note availability
Reports with Excel output
Troubleshooting
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