Sales Manager

The Sales Manager page enables the sales manager to view the banner widgets and regular widgets and to focus on the sales. This homepage provides a comprehensive information related to the sales based on the data available in Infor LN. The fields, such as Sales Office, Customer and Sales Representative are retrieved from LN and are viewed in the widgets of the homepage.
Note:  You must enable the Banner Widget feature in the Homepages Administration.
In the homepage, you can view these LN widgets related to sales:
  • Net Sales Invoiced
  • Average Order Value
  • Quotes
  • Orders
  • Contracts
  • Customer Contacts
  • Bids and Deliverables

You can also view the business process widgets such as Task List and Alert List. You can access the bookmarks from the Links widget. To add links, see Adding links

By default, all the widgets retrieve data from the Sales User Profiles (tdsls0139m000) in Infor LN.

The Selection widget viewed in the banner can be used to configure the fields of the LN widgets. After selecting the required values, you must click the Apply option. For additional information see Selection widget for sales

However, each widget in the homepage can be configured separately by selecting the Configure Widget screen from the respective widget.

Note: 
  • 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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