Bids Widget

The Bids widget allows the Sales Manager and Internal Sales Representative to view the associated Bids. The widget displays the list and details of the bids.

The widget also displays the Bids that have due date from the current month for the Internal Sales Representative who have logged on to the application. The and are used to navigate to view the bids of past or future months.

You can configure the Sales Office and Internal Sales representative values by using the settings option in the widget, and Bids information is retrieved from Infor LN. based on the values specified in settings.

Note: The Bid data for a specified Internal Sales Representative and Sales Office is viewed in the Bids (tpest3100m000) session, in LN.

Each Bid line describes about this information:

Bid description
Business Partner Name
Due date
Phase description

Note: Bids that are due and not approved are indicated with a warning (

) icon.

You can click on a specific Bid line to view information about the Bid description, Business Partner name, Phase description, Probability Percentage, and Due Date. You can also view information about the primary contact details such as name, contact number, picture, job title, and email address.

The Bid’s Cost, Sales, and Margin amounts are graphically represented in the widget.

Note: The negative margin bid is indicated with an alert sign (

) on the chart.

Click for redirecting to the Bids (tpest3600m000) session, in LN.

Click in the widget settings menu to sync data from Infor LN.

The Bid lines are sorted based on the Due time or Phase, or Business Partner. The list of bids can also be searched based on the Bid description and Business Partner name.