Configuring the Bid Insights widget

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.

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.

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.

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.

Note: 

• This check box is visible only if this widget is added in the homepage along with the Selection widget.
• When the project is loaded from LN or selected from context selection, the Project related Project manager or project office (If any) is shown in the fields in the configure screen.