Configuring the Quotes widget
To configure the Sales Quotation Lines widget:
-
Click
and select Configure. The Configure Widget screen is displayed.
-
Specify this information:
- Company
- The company code. Note: By default, the value is retrieved from the LN User Data (ttaad2500m000) session in Infor LN. However, you can select a company from the list of companies retrieved from the Companies (ttaad1100m000) session in Infor LN. The list includes only the companies that are associated with logistics.
- Sales Office
- The code of the sales office.Note:
- By default, the sales office is retrieved from the Sales User Profiles (tdsls0139m000) session in Infor LN.
- You can view the details of the Sales Office in the Sales Offices (tdsls0512m000) session in Infor LN.
- Internal Sales Representative
- The code of the Internal Sales Representative. To select the
Internal Sales Representative, you must specify the first three
characters of the Internal Sales representative code or name. The
Internal Sales Representative is the employee defined in the Employees (tccom0501m000)
session.Note: By default, the internal sales representative is retrieved from the Sales Offices (tdsls0512m000) session in Infor LN.
- Include for Context Selection
- Select this check box to apply the filters selected in the Selection widget.Note: This check box is visible only if this widget is added in the homepage along with the Selection widget.
- Click Save to save.