Business Insights is a tool that allows for employees that are more analytical to see the data in Sage 100 in a format that may provide more insight than through the screen forms. Someone comfortable with Excel Pivot Tables should feel at home, although this has nothing to do with pivot tables the feel with data in different panels is similar.
The purpose of this outline is to drive understanding with examples. Our goal is to start with a brief overview of the module with the navigation of the screens and toolbars, then three examples. |
Access to the Explorer views can be done within the modules or from the Business Insights module. Each module will have just the views that pertain to that module, so if you want to provide rights to certain views that can be done, and the users rights will be managed by user security.
Let us start the process by looking at customer view – Look below at the screen, and I will review the Windowpanes.
The Business Insights Explorer window has three major areas:
All these areas provide ways to navigate to related data or preview information for the selected view.
TOOL BARS (VIEW, EXPLORER, DATA,TOOLS)
Figure 2 – Tool Bars
VIEW
EXPLORER
DATA
TOOLS
Example One – Customer Open Invoice, Grouped by Division
Figure 3 – Example 1 Finished Results
Print Preview – Results
Figure 4 – Example of Print Preview
Figure 5 Example of Task – Launches Customer Maintenance from Within the View.
Example Two – Item Quantities by Warehouse
Figure 6 – Exercise Two Results
Example Three – Open and Back Order Purchase Orders
Figure 7 – Results of Example 3
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