Context applications in Infor Ming.le
Context and utility applications are gadgets or mini applications that provide information at a glance and access to frequently used tools. You use these applications in Infor Ming.le to create and maintain notes, create and maintain contacts, and view and print reports and other documents.
To access the context applications, you must expand the Context Apps panel in the Infor Ming.le menu bar. If a context application within the collapsed panel requires attention, a notification dot is displayed on the collapse/expand icon for the panel. The state of Context App panel is retained from session to session. If it was closed when you last signed out, it is closed the next time you sign in.
If a context application does not contain information, you cannot use the context application in the current function. For example, you cannot add a note to an order you select in search results grid of Sales Order Inquiry. If you open the order, you can add notes in other views, such as Header, Line Detail, or Line History.
In CloudSuite Distribution, a context application may be unavailable if it does not pertain to the current function. For example, the Tiers and Preferences application is only available in Sales Order Entry.
This table shows the Infor Ming.le context applications that are used by Distribution SX.e:
Context application | Description |
---|---|
Activities | Use this application to add, maintain, and
delete activities that are related to these entities:
|
Calculator | Use this application to determine the quantity for a product with a dimensional unit of measure in Sales Order Entry. |
Contacts | Click this application to add, maintain, and view contacts for customers, ship tos, vendors, ship froms, products, and catalog products. You can also create tasks that pertain to a contact. |
Document Management | Click this application to view the documents
that are stored in Infor
Document Management (IDM), or to upload files to IDM. From this application, you can also access the document within Infor Document Management or share the information in Infor Ming.le. When a user clicks the drillback icon in a post in Infor Ming.le, the shared document opens in IDM. |
In-Context CSD Analytics | Use this application to view specific business intelligence
charts and reports from Birst that are related
to the selected customer, vendor, or product on these pages:
|
Interaction Advisor | After you specify a product in Sales Order Entry, select this application to view recommended products and promotions that were generated by Interaction Advisor. This application is available in on-premises Distribution SX.e only. |
ItemRecommender(CrossSell) | After you specify a product in Sales Order
Entry or Sales Customer Pricing
Inquiry, use this application to view products that other
customers have purchased in addition to the specified product. Use the
information to recommend addition products to customers. The ItemRecommender(CrossSell) application is available to CloudSuite Distribution users only. |
ItemRecommender(UpSell) | After you specify a product in Sales Order
Entry or Sales Customer Pricing
Inquiry, use this application to view products that are
similar to the specified product. Use the information to recommend
alternate products to customers. The ItemRecommender(UpSell) application is available to CloudSuite Distribution users only. |
MaxRecall | Click this application to view a list of documents that are related to the customer or vendor that is specified in the current function. After you click the document you want to view, the MaxRecall website opens. You provide your user name and password to view the document. This application is available to on-premises Distribution SX.e users only. |
Notes | Click this application to add, maintain, or
view a note that is attached to an entity. See Notes. |
Report Viewer | Click this application to view a list of
reports and other documents that were sent to this context application.
Click a report to view it as PDF or text file. See Report Viewer. |
Smart Help | Click this application to access information that is related
to the displayed page. Use the Infor Content and My Content tabs to access this type of
information:
The Smart Help application is available to CloudSuite Distribution users only. To view the application, the SmartHelpUser security role must be assigned to your Infor Ming.le user record. See the Infor Smart Help Administration Guide. |
menu on the
Supplier Access | Click this application to directly connect to
your supplier or vendor warehouses to view product availability. After
you specify a product in Sales Order
Entry, you can view product availability in the Supplier Access application. You can also
select a supplier from which to source the product. This application is available to on-premises Distribution SX.e users only. |
Tiers and Preferences | After you specify a product in Sales Order Entry, click this application
to view products that were grouped and prioritized by these attributes
in the Tiers and Preferences feature :
|