Customer Service Home - Navigator Tab

On the Customer Service Home form, the Navigator tab contains fields and tabs. The majority of the information on these tabs is read-only.

Fields

  • Multi-Site Group: Select a multi-site group to view the data in all shared multi-site groups and the group logged into by the user. The default value is from the multi-site group specified on the Users form for the logged-in user.
  • Customer: Select a customer to filter the data based on the selected customer. If this field is left blank, all results are displayed in the grid.

    If the customer is not on credit hold, a check mark is displayed. If the customer is on credit hold, a problem indicator is displayed.

    This field does not apply to all tabs. See the help for each tab to determine whether this field applies.

Tabs

  • Hot List: This tab shows a list of items on customer orders which are potentially late. These field and sections are available on this tab:
    • Cutoff Date: Select a cutoff date to filter the data.

      You can use the data to compare against Order Line Due Dates and to return any items that have negative projected on-hand quantity on or before the cutoff date.

      If this field is left blank, the due date is not considered for the list of items. You can also use the Customer field to filter results on this tab.

    • Items: This grid contains a list of items that fall into the criteria of being late.
    • Order Lines: This grid contains all the customer order lines for the selected item, where the quantity ordered is greater that the quantity shipped and the status is Ordered.
    • Planning Detail: This grid contains the planning detail data for the selected item.
  • Price Availability: This tab shows data similar to the Pricing form. These fields and sections are available on this tab:
    • Site: Select the site relevant to the chosen multi-site group.
    • Item and Cust Item (CI): Select an item or a customer item. These fields are only enabled if you select a site.
    • Price and Price History: If you select a customer number in the Customer field, the pricing and history are filtered based to the customer information. Otherwise, pricing is not customer-specific, and the history grid lists all item orders.
    • Show: Click this button to view the corresponding price history and pricing information. Item availability is always displayed.
    • Clear: Click this button to clear all fields and grids.
  • Orders: This tab shows customer orders, order lines, and shipments. These filter options are available on this tab:
    • Past Due: Select this option to return any orders which contain at least one line, where quantity shipped is less than the quantity ordered and due date is less than or equal to the current date.
    • Open: Select this option to return all orders, where the CO status is ordered.
    • Credit Hold: Select this option to return any order with a credit hold on the order or which has a customer on credit hold.
    Note:  For blanket orders, only releases are displayed. If you click an order line or release, shipments are displayed in the grid.
  • 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 the list of estimate orders for the selected customer 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 shows the list of 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. This tab 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 these exceptions: the site is the current site only, the site does not appear in the grid, and the order number is shown. This tab also includes aging buckets and a balance field for all the invoices shown.

    Optionally, select the Subordinate field to view the posted transactions of subordinate customers. Clear the field to see only the posted transactions of customers.

  • CRM: This tab shows the information from the Leads and Opportunities form. Both grids show data for the selected customer in the Customer field. If the Customer field is blank, all leads and opportunities are listed in the grids.
  • Contracts: This tab shows customer items and the corresponding item number. The Price break information is from the Customer Contract Prices form.
  • Transactions: This tab shows the list of transactions based on the selected transaction type.
    • If you select either Ship or Withdrawal/Return, only records with a reference type of customer order, RMA, or project are displayed.
      Note: These options are selected by default.
    • If you select All Types, all reference types are displayed. The information displayed is from the Material Transactions form.

    You can also use the Customer field to filter results on this tab.

  • Margin: This tab shows the profit margin of items for the selected customer. If the Customer field is blank, all estimate orders are shown. The information displayed is from the Customer Order Lines form.