Contracts Widget for Sales
The Contracts widget displays the sales contract lines for which the expiry date is set to a date in the past and for which the expiry date is set to the current date in the Sales Contracts (tdsls8330m000) session.
The widget also displays sales contract lines that are open. The rounded
value of the contracts is displayed at the center of the Donut chart, however, you can
rest the pointer on the value to view the actual values. The rounded value of the
contracts is displayed at the center of the Donut chart, however, you can rest the
pointer on the value to view the actual values. The amounts are displayed in the local
currency of the Sales Office. You must select on the Menu (
) icon to refresh and synchronize data from Infor LN.
You can click on the description of the Sales Office to view the widget configuration details.
- Open: Represented in Green color.
- Expiry Today: Represented in Orange color.
- Past Expiry: Represented in Red color.
- Expiry < 7 Days: Represented in Yellow color.
The number of sales contract lines represented by each color is also displayed outside the Donut chart.
Click the Donut chart or the Legend to access the Sales Contracts (tdsls8330m000) session and view the data based on the widget settings.
Sales Contracts lines are filtered based on either the Internal Sales Representative or the Sales Office, or both. By default, this widget uses Sales Office or Internal Sales Representative details specified in the Sales User Profiles (tdsls0139m000) session.
If the user profile is not maintained at LN, it is required to specify these details in the Widget Configure settings, else an error message is displayed.