Role Center
Customer Service
Main view created for Customer Service
Profile: N24C Customer Service - Main view of Customer Service
Page ID: 50510
The view consists of:
- overview of all and assigned quotes by salesperson code
- overview of all sales orders
- overview of assigned open and released sales orders by salesperson code
- overview of orders ready for shipment, partially shipped, and delayed
- chart of unfinished sales orders
- list of My Items
- list of My Customers
- report inbox
- list of My Job Queues
- space for attaching up to 3 BI reports
Filtering of tiles is based on the Salesperson Code assigned to the user in the user settings.
Sales Representative
Main view created for Sales Representatives
Profile: N24C Sales Representative - Main view of Sales Representative
Page ID: 50515
The view consists of:
- overview of contacts
- overview of sales opportunities
- overview of acceptance statuses
- chart of won sales opportunities
- list of My Items
- list of My Customers
- report inbox
- list of My Job Queues
- space for attaching up to 3 BI reports
Filtering of tiles is based on the Salesperson Code assigned to the user in the user settings.
Warehouse
Profile: N24C Warehouse - Main view of Warehouse
Page ID: 50517
The view consists of:
- overview of incoming documents
- overview of outgoing documents
- overview of internal documents
- overview of pick documents
- overview of put-away documents
- overview of acceptance statuses
- list of My Items
- report inbox
- list of My Job Queues
- space for attaching up to 6 BI reports
Filtering of tiles is based on the Identifier assigned to the user.
Job Manager
Profile: N24C Job Manager - Main view of Job Manager
Page ID: 50519
The view consists of:
- overview of jobs
- overview of job invoicing
- overview of acceptance statuses
- list of My Jobs
- report inbox
- list of My Job Queues
- space for attaching up to 6 BI reports
Filtering of tiles is based on the Project Manager.
View Item Card from Line
On selected views, an action has been added to allow viewing the Item/Resource or G/L Account card (depending on the selected line) for the current record. This applies to pages with:
- sales lines
- purchase lines
- item journal lines, job journal lines
- job planning lines
- assembly lines
- component lines