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Business Insights Explorer Tasks and Previews Question

  • 1.  Business Insights Explorer Tasks and Previews Question

    Posted 08-13-2019 17:20
    We have a customer that wants a link under Tasks to "Sales Order Entry" when in the "Sales Order Line Items" view so they don't have to go back to the parent "Sales Order" view each time to launch "Sales Order Entry" for the selected line. Ideally, they want to be able to stay in the "Sales Order Line Items" view without a filter on the sales order number.

    They also want a option under "Preview" that pulls info from "IM_ItemWarehouse", just like the "Item Quantities by Warehouse" view does when in the "Item" view.

    I have not found a way to do this from just looking at a few things, so i was wondering if anyone else has found a way to accomplish this or whether we just need to get a MD involved.

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    David Speck II
    Tennessee Software Solutions
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