Setting User Preferences for the Sales Order Counts Mobile Applications

After installing the application, users can set up user preferences to specify how they want to view data on the Orders by Promised Ship tab. In addition to the 3 standard values that appear on the Orders by Promised Ship tab (Past Due, Due Today, and Due Tomorrow), users have 3 additional values that they can configure to display different due date ranges on the screen.

For example, a user might choose to display these six due date values on the Orders by Promised Ship Date tab:

  • Past Due (hard coded)

  • Due Today (hard coded)

  • Due Tomorrow (hard coded)

  • Due in 5 Days (configurable)

  • Due in 10 Days (configurable)

  • Due in 30 Days (configurable)

Note: When you enter your user preference information for the additional date values, you must enter the number of days in ascending order. For example, to show orders due in the next 5, 10, and 30 days, you must enter 5 in the Due in X Days (1) preference, 10 in the Due in X Days (2) preference, and 30 in the Due in X Days (3) preference. Entering the numbers out of order, for example 5, 30, 10, would result in unreliable data.Also note that these ranges are not cumulative. For example, if you set up the additional due date values as due in 5, 10, and 30 days, your application would display the following:
  • Past Due

  • Due Today

  • Due Tomorrow

  • Due in 5 Days

    This category represents orders due the day after tomorrow, through 5 days from the system date.

  • Due in 10 Days

    This category represents orders due in 6 to 10 days from the system date.

  • Due in 30 Days

    This category represents orders due in 11 to 30 days from the system date.

To set user preferences on your device:

  • Access the Settings on your mobile device, and select the Order Counts application.

    For instructions about accessing the settings on your mobile device, see the user documentation for your device.

  • Complete the following fields with a numeric value:

    • Due in X Days (1):

    • Due in X Days (2):

    • Due in X Days (3):

    If you leave any of these options blank, the system does not display that category on the Orders by Promised Ship screen.