Selection widget for sales

The Selection widget for sales is a banner widget which enables the user to set the filter based on the business context for configuring the widgets associated with this banner. When these filters are applied, all the widgets associated with this setting retrieve relevant data from Infor LN and display data in the corresponding widget.
On the widget,
  • You can view all the filters that are selected on the Configure Widget screen. See Configuring the Selection widget for Sales
  • You can click View All Details to view the configuration details of the widget on the Selection window.
  • You must click Lookup to set the values for the filters that are selected on the Configure Widget screen.
On the Selection widow, you can select these filters:
  • 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 which is 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 logistic companies which is based on Companies (tcemm1170m000) session.
  • Site: The code of the site.
    Note: 
    • This field is visible only if the Site is applicable to the specified Logistic Company.
    • Initially, the defaulted value in Sales User Profiles (tdsls0139m000) session is displayed. However, you can modify this value by selecting the value from the list of sites which is based on Logistic Company’s Sites (tcemm0150m000) 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.
  • Customer: The code of the sold to business partner.
    Note: You must specify three characters on the Search bar to retrieve the list of customers from the Sold-to Business Partners (tccom4510m000) session in Infor LN. The selected value is defaulted. You can search again to modify this value.
  • Period: The duration of the period applied on the filters. Possible values:
    • Year to Date
    • Monty to Date
    • Years
    • Months
    • Weeks
    Note: By default, the value is set to Year to Date.
You must click the Applyoption to save and apply the filter settings to the widgets associated with the pre-configured page. Click Discard to reset the selection.
Note: 
  • This is applicable, only if, the homepage is pre-configured with other widgets.
  • The message type in the other widgets must be in “inforLNSalesContextSelection” + <Page ID> format to receive the message sent from the Selection widget.
  • The Selection widget sends the below format message to other widgets:
    {
			context: "sales",
			details: {
				logisticCompany: string,
				financialCompany: string,
				site: string,
				salesOffice: string,
				salesRep: string,
				customer: string,
				period: IPeriod,
				isSiteActive: boolean
			}
		}

    IPeriod {
	display: string;
	value: string;
	}
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