Configuring the Contract Margin widget

  1. Click the ellipses icon and select Configure. The Configure Widget window is displayed.
  2. Specify this information:
    Financial Company
    The code of the financial company.
    Note: By default, the value is retrieved from User Data (ttaad2500m000) session in Infor LN. However, you can modify this value by selecting from the list of financial companies based on the Companies (ttaad1100m000) session in Infor LN.
    Logistic Company
    The code of the logistic company.
    Note: By default, the value is retrieved from User Data (ttaad2500m000) session in Infor LN. However, you can modify this value by selecting from the list of financial companies based on the Companies (ttaad1100m000) session in Infor LN.
    Sales Office
    The code of the sales office.
    Note: By default, the value of the sales office in the Sales User Profiles (tdsls0139m000) session is displayed. However, you can modify this value by selecting from the list of sales offices which is based on the value specified in the Site field. If the Site field is either blank or invisible, the list is retrieved from Sales Offices (tdsls0512m000) session in Infor LN for the specified Financial Company.
    Internal Sales Representative
    The code of the internal sales representative.
    Note: 
    • By default, the value of the internal sales representative in the Sales User Profiles (tdsls0139m000) session is displayed. However, you can modify this value by selecting from the list of internal sales representatives for the selected Sales Office.
    • If the Sales Office and the Internal Sales Representative are not selected, then you must specify three characters on the Search bar to retrieve the list of related Internal Sales Representative from the Employees (tccom0501m000) session in Infor LN. The selected value is defaulted. You can search again to modify this value.
    Contract
    The code of the Contract.
    Note: The List of contracts for the selected sales office and internal sales representative are displayed. The Contracts are retrieved from Contract Lines (tpctm1110m000).
  3. Click Apply. The widget is configured on the Contract Manager page.