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The Home page can display multiple elements, including tiles, charts, and queues.
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Tiles summarize business transaction counts at configurable statuses on the Home page. You can add/change tiles to configure counts, charts, and statuses. Tile ConfigurationClick the + button in the tile section to add a tile. Press the gear button on a current tile to modify it. On the resulting pop-up window, you can:
Tile DisplayTiles display a count of all transactions for the selected type and set of statuses.
Click on a tile (or a part of a chart) to navigate to a filtered list of those business transactions. |
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Charts summarize the data in the queues section. Select a business transaction type tab:
You can then specify date filters on the data. Click on a section of the chart to filter the queue section accordingly.
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Queues display business transaction information. Click through a tile/chart on the Home page or select an option from the navigation menu (e.g., Purchase Orders, Transportation Tenders) to open a queue. Set the filters at the top to narrow the desired business transactions.
Click the magnifying glass in the upper-right corner to open the Queue Filter:
Use the Queue Filter to specify additional criteria, then click Apply Filter to filter the displayed business transactions accordingly. Summary ViewClick a business transaction number in the queue to open a summary page with a more detailed overview. You may be able to interact with the transaction, depending on security settings.
Documents SectionThe Documents section allows you to maintain all documents for the business transaction. You can upload new documents or download or view current documents.
Click the download button to open a dialog box that asks you to select the group and type of document before uploading the document.
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