| Dashboards |  |
| In ERP LN release, a new concept called the Dashboards is introduced. A dashboard is an overview session that can give a user a quick insight into the status of a certain object. The reasons for the inclusion of the Dashboard functionality are as follows Availability of Information pertaining to the session on difference tabs Absence of Information Poor visibility of Information. Keeping the aforementioned concerns in mind, the Dashboard functionality was developed. The user does not have to open related sessions to see whether data is available or not. In the dashboard, all sessions related to the object are visible and checkboxes indicate if data is available. A dashboard session is created for the role of a Support Engineer with Calls on Business Partners, as the objects that can be selected. The following sessions are available as buttons in this dashboard: Service Contracts. Clusters. Serialized Items. Planned Activities. Service contract Quotations. Service Orders. Service Job Quotations FCO Lines. Maintenance Sales Orders Work Orders Sales Orders Related Service Calls When you click on the session to start, data for the selected Business Partner on the call will be shown. From the business perspective of calls, lots of information is required when calls are handled. Calls made by customers vary from routine topics to intricate technology related issues. Various details are imperative for the Call Taker. Every detail can help the call taker handle the call more efficiently and provide the customer with suitable answers or help in providing solutions. However, it is practically difficult to gauge the right information that would aid call-solving ability. Lack of important information can often land the Service Organization in troubled waters. Speed of Operation is of utmost importance in call handling. Especially when the volume of calls is high and the effort required to register or access them is low. Since most of these dealings are with regards to the Customer, the dashboards are based on Business Partners with the Sold-to role. The details required can be classified into Financial and Logistics. These details may be pertaining to Sales or Service, product related or Payment related. The details for which the Service Engineer looks for can be varied, yet the commonality is that all the details are pertaining to the call, such as: Related Service Calls on the Business Partner Service Contract Quotations on Business Partner Service Contract on the Business Partner Cluster on Business Partner Serialized Items including warranty terms on the Business Partner Planned Activities on the clusters of the business Partner Service Order Quotations on the Business Partner Service Orders on the Business Partner Field Change Order lines having the clusters of a business Partner Maintenance Sales Order on the Business Partner. Uptime Calculations on a Business Partner graph The business partner on the call filters the aforementioned details. Especially, Sold-to Business Partners, to be easy to use with the other details, lines, child levels being accessible through these main layouts. As a result of Dashboard, the user can view the Sold-to Business Partner details pertaining to the record selected on the same session, thereby facilitating easy navigation. |