Order Tracker: Display Sales Territory? (not in personalize cols)

Kinetic ERP
1

Our sales team wants to filter order tracker by sales territory, but we don’t see how. When we go into personalize columns, we don’t see the ability to toggle on customer sales territory.

Do we need to build a whole dashboard with custom BAQ to display this field? Is there a way to add the sales territory field to personalize columns so we can just stick with Order Tracker?

Kinetic 2024.1

2

You could make a quick search (using that BAQ) which shows orders for the user’s territory. Then set that to be the default search for Order Tracker.

3

Thanks. That helps when they are searching for specific orders, but they want to come right into the tracker and just see all of their most recent open orders. They’d like to toggle on/off the filter for their territory to quickly see a list on that main tracker view.

In Application Studio, I see that the tracker grid uses Erp.BO.SalesOrderSvc as the provider svc and GetRowsAuthorizedTerritories for the svc path, however I have a hard time figuring out how to extend Application Studio at this level.

4

Anyone else handle a situation like this before?

5

Assuming you’re talking about the landing page for Order Tracker:
If you can find a field that indicates the territory in the response from that service call (GetRowsAuthorizedTerritories), then you could move the call information from the grid’s Provider Model into the View Options, creating a separate view for each territory. GetRowsAuthorizedTerritories is supposed to only return rows that the current user is authorized to see, so this would only affect people authorized for multiple territories…

6

Thanks. How do I view the response from the service call? (I guess finding a checkbox to turn on the field is not a possibility?)

7

You can use Rest Help to see the call definitions (to get there, replace Apps/Erp/Home/etc. with Apps/RestHelp in the url of your Kinetic

or in the browser, you can spy network calls using the dev tools (F12) and see what came back

I just did a quick search in Rest Help, but I didn’t see any field that seems to refer to territories (although I don’t know what it might be called other than Territory)

If one is not available, and there’s no other way to tell on the client side, then you could use some wizardry in a BPM to add the detail to the response… BUT that won’t play nice with filters and might be a problem with View Options, too

Which leaves using a BAQ as your best bet, unless someone else has any ideas…