Widgets
This table shows the available widgets in the registry:
Widget | Description |
---|---|
Alternate Supplier Visibility | Shows possible alternate suppliers for the selected item based on purchase agreements (PPS100) and item per supplier entries (PPS040) as defined in M3. |
Assisted Text Authoring | Displays item text information from 'Item. Open' (MMS001). Utilizes Infor GenAI to suggest item text replacements. |
Available to Spend | Provides a view of the customer's available balance and credit information. |
Create Work Order | Creates a work order for a selected service. Note: This
widget is targeted at the CloudSuite Distribution Enterprise and Equipment
industries but is accessible across other M3 industry CloudSuites.
|
Configuration Management Tags | Provides the list of Configuration Management tags of the selected record in M3. You can add or remove tags by using this widget. |
Customer Address | Shows addresses for a particular customer that can be viewed, modified, and deleted. You can also add a new address, |
Customer Contacts | Provides a view of customer contact details that users can get in touch from the workspace. You can create outgoing calls using this widget. |
Customer Equipment List | Lists equipments for a specific customer. Note: This
widget is targeted at the CloudSuite Equipment industry but is accessible across
other M3 industry CloudSuites.
|
Customer Order Lookup | Provides quick access to customer orders and their details. |
Customer Return | Enables you to handle customer returns either by referencing a specific order or by initiating manual returns without requiring a reference order. |
Drillback Actions | Lists drillbacks and redirect actions. |
In-context Information | Shows M3 data in different chart formats. |
Item Creation | Adds a new item from your workspace easily. |
Item Details | Provides a view of item list details in M3 and publish incontext message to support other widgets. |
Master Data Text | Shows the text information of an item, customer, and supplier. |
Move to Location | Moves a specific item from one location to another location in M3. |
M3 Application Messages | Displays your latest messages received in M3. |
M3 Environment | Displays information about the current M3 environment and user. |
M3 Information Creator | Creates new M3 data. |
M3 Information Editor | Edits existing data. |
M3 Information Monitor | Collects multiple M3 Information Viewers into a single window. |
M3 Information Viewer | Displays an overview of relevant information in M3. |
M3 Menu | Locates and launches M3 programs, forms, tools, jobs, and
reports. Note: This is the only widget
enabled for use with the mobile application and portal Infor Go.
|
M3 Product Updates | Gives an overview of the latest updates per product. It also displays the current status of the review process of features. When the user clicks a link, an M3 program is launched, displaying a list of the features. |
M3 Search and List | Searches data in M3. This widget receives and sends out context messages, and is also configurable to run any API with search query input. You can define a drillback link to M3 in this widget using user context or API output as variables in the bookmark URL. |
Open Invoices by Customer | Shows customer open invoices. |
Open Orders by Customer | Shows open orders for a selected customer. |
Open Orders by Item | Shows customer open orders by item. |
Price and Stock Availability | Shows the sales price and stock availability in different warehouses for a selected item. |
Purchase Agreements | Lists purchase agreements and price breaks. |
Purchase Requisition | Creates a new purchase requisition by selecting an item from the list. |
Quality Assurance | Serves as a dedicated widget for quality inspection and reporting. |
Receive Purchase Order | Enters received quantity for purchase orders lines and create purchase order receipts. |
Related Items | Shows all the applicable related items for the selected item according to relation set in M3. |
Release Planned Purchase Order | Shows a buyer's list of planned Purchase Orders (PO) and release a planned PO to create an actual PO. |
Rental Agreement Creation | Creates rental agreement request from your workspace by selecting an item from the list. |
Sales Hub Inbox | Displays customer-specific prices and see stock locations for each item. Provides option for users to configure customer search, item search, and item image query. |
Sales Hub Information Viewer | Displays information on open orders, transactions, and customer items on multiple widgets. |
Supplier Creation | Adds a new supplier using an existing template. |
Supplier List | Views supplier list details in M3. |
Tailored Service Guidelines | Creates service guidelines for technicians. Utilizes Infor GenAI to create troubleshooting guidelines. |
Upload CSV File | Uploads a .csv file and easily migrate large amounts of M3 data safely and securely. |
Where am I working | Enables check in to varying locations within their daily activities when necessary. You can also review a list of possible locations and easy options to carry out the required check-in. |
For information about standard widgets, see the Infor OS Portal User Guide.
For information about product-specific widgets for applications in this CloudSuite, see the product documentation.