Configuring the display of orders and invoices based on warehouse group

To display only orders that were delivered by warehouses in the user's top priority warehouse group, select the Warehouse Group Based Order View feature element on the user's role. An order is displayed if at least one line in the order is delivered by a warehouse in the user's top priority warehouse group. An invoice is displayed if at least one line in the invoice is associated with an order line that is delivered by a warehouse in the user's top priority warehouse group.

The feature element affects these widgets:
  • Dashboard Latest Order Status
  • Dashboard Order History
  • Dashboard Recernt Deliveries
  • Dashboard Recent Invoices
  • Order History
  • Ordered Items
  • Invoice List
  • Deliveries
  • Delivery Notes
  1. In the Business Center, select Application Setup > Roles.
  2. Click the name of the role, or create a new role.
  3. To limit order history and related information to show only orders from a user's top priority warehouse group, select the Warehouse Group Based Order View check box. To display orders from all warehouses, clear the check box.
  4. Click Save.
  5. Assign the role to users.