Customer Service Home - Navigator Tab

The Navigator tab on the Customer Service Home form includes the fields and tabs described here. The majority of the information on these tabs is read-only.

Fields

  • Multi-Site Group: This field allows you to view data in all shared Multi-Site groups including the group logged into by the user. This field is required, and the default value comes from the Multi-Site Group identified on the Users form for the logged-in user.
  • Customer: Choose a customer in this field to filter the results by that customer. If this field is cleared, all results are shown in the grid. A check mark next to the customer name shows the customer is not on credit hold. A problem indicator shows the customer is on credit hold. This field does not apply to all tabs. See the help for each tab above to determine whether this field applies.

Tabs

  • Hot List: This tab displays a list of items on customer orders which are potentially late. There are three grids on this tab. The left grid contains a list of items that fall into the criteria of being late. The right side shows two grids. The top right shows all customer order lines for the selected item on the left where the quantity ordered > quantity shipped and the status is "ordered." The bottom right grid shows the planning detail data for the selected item on the left. Use the Cutoff Date field to compare against Order Line Due Dates to return any items where the projected on-hand quantity will go negative on or before the Cutoff Date. If this date is blank, the due date is not considered for the list of items. You can use the Customer field to filter results on this tab.
  • Price/Availability: This tab shows data similar to the Pricing form. Choose a site in the Site field. All available sites are part of the chosen multi-site group. The item field and the customer item field are enabled only if a site is chosen in the Site field. Choose an item or customer item (if one is defined) from the fields on the left of the form. If a customer number is entered in the Customer field, pricing and history are specific to that customer. Otherwise, pricing is not customer-specific, and the history grid lists all item orders. Click Show to see the corresponding price history in the grid on the right side of the tab and pricing information on the left. Item availability is always displayed. Click Clear to clear all fields and grids.
  • Orders: This tab shows customer orders, order lines and shipments. When the order in the grid on the left is selected, order lines are shown in the grid on the top right. For blanket orders, only releases are displayed. If you click an order line or release, shipments show in the grid at the bottom right. Use the fields in the Order Filter area:
    • Past Due: This option returns any orders which contain at least one line where quantity shipped < quantity ordered and due date <= the current date.
    • Open: This option returns all orders where the CO status is ordered.
    • Credit Hold: This option returns any order with a credit hold on the order or which has a customer on credit hold.
  • RMAs: This tab shows RMA information for the customer selected in the Customer field. If the Customer field is blank, all RMAs are shown.
  • Estimates: This tab shows estimate orders for the customer selected in the Customer field. If the Customer field is blank, all estimate orders are shown.
  • Interactions: This tab shows interactions for the selected customer and site. The information is the same as is on the Customer Interactions form.
  • Projects: This tab lists all projects for the selected customer. If the Customer field is blank, all projects are shown. The information is the same as is on the Projects form.
  • Customer: This tab is enabled only if a customer is selected in the Customer field. It shows the order contact and ship-to information for the selected customer. This information is the same as is on the Customers form.
  • Receivables: This tab is enabled only if a customer is selected in the Customer field. The data in the grid is the same as the A/R Posted Transactions Summary form with the following exceptions: the site is the current site only, the site does not appear in the grid, and the order number is shown. Select the Subordinate field to additionally see the posted transactions of subordinate customers. Clear the field to see only the posted transactions of customers. This tab also includes aging buckets and a balance field for all the invoices shown.
  • CRM: This tab contains two grids. The information in the top grid comes from the Leads form. The information in the bottom grid comes from the Opportunities form. Both grids show data for the specific customer selected in the Customer field. If the Customer field is blank, all leads and opportunities are listed in the grids.
  • Contracts: This field shows customer items and the corresponding item number. Price break information appears below the grid for the selected item. This information comes from the Customer Contract Prices form.
  • Transactions: This tab shows transactions which can be filtered in three different ways with the check boxes at the top of the tab. When either Ship or Withdrawal/Return are selected (these two options are selected by default), only records with a reference type of customer order, RMA, or project are displayed. If All Types is selected, all reference types are displayed. The information displayed comes from the Material Transactions form. You can use the Customer field to filter results on this tab.
  • Margin: This tab shows profit margin for items for the selected customer. If the Customer field is blank, all estimate orders are shown. The information displayed comes from the Customer Order Lines form.