Configuring the Deliverables widget
To configure the Deliverables widget:
- Click and select Configure. The Configure Widget screen is displayed.
-
Specify this information:
- Company
- The company code.
- Sales Office
- The code of the sales office. Note:
- By default, the sales office is retrieved from the Sales User Profiles (tdsls0139m000) session in Infor LN.
- You can view the details of sales office in the Sales Offices (tdsls0512m000) session in Infor LN.
- Internal Sales Representative
- The code of the Internal Sales Representative. To select the
Internal Sales Representative, you must specify the first three
characters of the Internal Sales representative code or name. The
Internal Sales Representative is the employee defined in the Employees - General (tccom0101m000)
session.Note: By default, the internal sales representative is retrieved from the Sales User Profiles (tdsls0139m000) session.
- Include for Context Selection
- Select this check box to apply the filters selected in the
Context Selection
widget.Note: This check box is visible only if this widget is added in the homepage along with the Context Selection widget.
- Click Save.