Order Monitor widget

This widget displays a summary of My Late Orders, My Open Quotes, New Orders, and Stopped Orders.The data here is displayed in different color combinations to easily monitor the orders. The count of New Orders is displayed in green. The count of My Late Orders and Stopped Orders is displayed in red.

Data details:

My Late Orders:
  • Criteria: line due date is prior to today’s date
  • Count of late customer orders projected: even if more than one line of a customer order is late, it displays as a single customer order
  • Drillback: Customer Orders. The Customer Orders form is prefiltered on orders that have lines that are past due.
My Open Quotes:
  • Color: Blue
  • Estimates that have not been converted or closed
  • Drillback: Estimates form
New Orders:
  • Color: Green
  • Field: Order Date
  • Logic: Current date and past seven days
  • Drillback: Customer Orders form
Stopped Orders:
  • Color: Red
  • Time frame: 30 days
  • Order status field = Stopped on Customer Orders
  • Drillback: - Customer Orders form