Context widgets and context applications in Infor OS Portal and Infor Ming.le
Context and utility applications and context widgets are gadgets or mini applications that provide information at a glance and access to frequently used tools. You use these applications and widgets in Infor OS Portal or Infor Ming.le to create and maintain notes, create and maintain contacts, and view and print reports and other documents. Context applications are used in Infor Ming.le and context widgets are used in Infor OS Portal.
To access the context applications and context widgets, you must expand the Context Apps panel in the Infor Ming.le menu bar or the widget workspace in Infor OS Portal. If a context application or context widget within the collapsed panel requires attention, a notification dot is displayed on the collapse/expand icon for the panel. The state of the 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.
You must expand each context application or context widget to access information. If a context application or context widget does not contain information, you cannot use the context application or context widget 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 or context widget might 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 context applications and context widgets that are used by Distribution SX.e:
| Context application or context widget | Description |
|---|---|
| Activities |
Add, maintain, and delete activities that are related to these entities:
|
| Calculator |
Determine the quantity for a product with a dimensional unit of measure in Sales Order Entry. |
| Contacts |
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 |
View the documents that are stored in Infor Document Management (IDM), or to upload files to IDM. You can also access the document within Infor Document Management or share the information in Infor OS Portal or Infor Ming.le. When a user clicks the drillback icon in a post in Infor OS Portal or Infor Ming.le, the shared document opens in IDM. |
| Product Advisor | Generate comprehensive product information required for selling and servicing a product using Gen AI functionality. |
| ProductRecommender(CrossSell) | After you specify a customer in Sales Order Entry or Sales Customer Pricing Inquiry, view products that other customers have purchased in addition to the specified product. Use the information to recommend additional products to customers. |
| ProductRecommender(UpSell) | After you specify a product in Sales Order Entry or Sales Customer Pricing Inquiry, view products that are similar to the specified product. Use the information to recommend alternate products to customers. |
| Notes |
Add, maintain, or view a note that is attached to an entity. See Notes context widget. |
| Report Viewer | View a list of reports and other documents
that were sent to this application. Click a report to view it as a PDF,
text, or Excel file. See these topics: |
| Smart Help |
Access documentation, training, or support information that is related to the displayed page. |
| Tiers and Preferences |
After you specify a product in Sales Order Entry, view products that were grouped and prioritized by these attributes:
|