Configuring M3 Graphical Lot Tracker feature objects

Before you can configure M3 Graphical Lot Tracker feature objects, you must enable three application settings on the Application Settings panel:

  • .INTERFACE:ADMIN_PANEL_CONFIG
  • .INTERFACE:ADMIN_PANEL_CONFIG_ADD
  • .INTERFACE:ADMIN_PANEL_CONFIG_DELETE

See Application Settings panel and Settings in the Application Settings panel.

To configure M3 Graphical Lot Tracker objects, complete these steps:

  1. Select System Administration > Panel Settings.
  2. In the Panel Settings panel, to expand a node and display the related feature objects, click the Plus sign (+) next to the node. Optionally, to filter the display of objects on the Panel Settings panel, specify filter criteria in the list header:
    Option Description
    Name Specify the name of the M3 Graphical Lot Tracker object.
    User group If applicable, specify the name of the user group to which the configuration specifically applies.
    Note: All report layouts are predefined in M3 Graphical Lot Tracker. You can export all reports to Microsoft Excel.

    Some exported reports contain more information than or information that differs from the reports displayed on screen in M3 Graphical Lot Tracker. For example, the exported Customer List report contains more information than the on-screen report. You can configure the on-screen layout and the export layout for the same report. You can find both layouts in the Panel settings panel, one in the Reports group and the other in the Report Exports group.

    Other reports have the same on-screen layout and export layout. For these reports, the Panel Settings panel shows only one layout, in the Reports group. To configure the export layout for one of those reports, you must first change the on-screen layout.

  3. To modify the configuration of fields and column headers for an object, complete these steps:
    1. Click the Edit button for an object.
    2. Modify the settings for the fields and column headers that are associated with the object:
      • To modify the display order of fields and column headers, drag and drop the elements in the list using the vertical ellipsis.
      • To hide fields and column headers, clear the Include check box.

        You must include at least one field, otherwise an error message is displayed.

      • To disable a hyperlink for a field, clear the Allow Link check box.
      • To disable a Infor OS Portal or Infor Ming.le context message entity, clear the Context Message check box.
      Note: Although the From date and To date fields for the transaction date and the Limit field are always displayed on search panels, they are not included in this list of settings.

      Some attribute fields and column headers are required; you cannot disable them, but you can modify their display order.

      You cannot modify the display order of some attribute fields that are related to each other, but you can disable them.

      The context messages are currently available only for the object that is associated with the Trace Object Description section on the Trace panel. This object belongs to the Trace Object Description group.

    3. To save the changes, click Save. Alternatively, to discard all changes, click Refresh.
    4. Optionally, to restore settings to their default value, click Reset to default settings.
      You cannot undo this action.
  4. To return to the Panel Settings panel, select System Administration > Panel Settings or, in your web browser, click Back.
  5. To refine the configuration of an object per user group, you can copy the settings of the object, apply them to a specific user group, then modify them per user group. To do this, complete these steps:
    1. Click the Copy button next to the object name.
    2. In the dialog box that is displayed, specify the user group and click Copy.
    3. Modify the configuration of fields and column headers per user group.
  6. To delete the configuration of an object for a specific user group, select the record and click Delete.
    You cannot delete the default configuration, which applies to all users.

If you disable individual search panels, tabs, or reports per user group on the Application Settings panel, panel settings are not affected. For example, if you disable the application setting .INTERFACE:SEARCH_PURCHASE for all user groups, you can still enable or disable purchase search fields individually. In that case, the change is transparent to users, because they cannot access the Purchase Search panel.

Some fields are hidden by default in M3 Graphical Lot Tracker, based on business logic. Even if you enable these fields, they remain hidden unless the business logic requirements are met. For example, the Catch weight field is hidden unless an item is set up to store a catch weight value in M3 Graphical Lot Tracker.