Customer Services
The customer service role has access to the Customer Services workspace.
Use this homepage or workspace to monitor orders that are not released for invoicing, orders with preliminary prices or charges, and order-related exceptions including stopped batch orders. You can also keep track of sales orders per customer, late orders, and orders to be delivered. Widgets to view tasks and alerts are available.
| Widgets |
|---|
| M3 Information Monitor |
| M3 Information Viewer |
Prerequisites
You must consider several dependencies for the homepage or workspace to work correctly.
Tables that must be activated and crawled with Infor Enterprise Search (IES) are included
in this list:
- ODHEAD
- OOHEAD
- OOLINE
- OXCNTR
See information about administering crawls in the Infor Enterprise Search Administration Guide.
This table shows the programs and its corresponding sort orders that must be activated for
IES:
| Program | Sorting order |
|---|---|
| OIS150 | 1 |
| OIS150 | 4 |
| OIS275 | 1 |
| OIS300 | 1 |
| OIS302 | 50 |
See information about Using Search Functions in the M3 Business Engine User Documentation.