Sales Order View in BIE - How to show the Drop Ship field

SOLVED

How do you  add the Drop Ship yes/no field to the BIE Sales Order View?  Or, create a new view that shows orders with Drop Ship line?

Sage 100c 2016 (soon to be 2019)

thanks!

Ann

  • +1
    verified answer

    Greetings,

    Drop Ship is on the line item so to add it to the Sales Order Line Items view do the following:

    1.  Run/Select the Sales Orders View from the Sales Order Explore Menu

    2.  Right-click in the Sales Order Line Items view and select Open Preview.  This will make the Sales Order Line Items the main view

    3.  Select the Edit menu and click on Column Settings

    4.  In Column Settings click the Add button

    5.  Expand the SO_SalesOrderDtail Data Source and select DropShip then click OK.

    6.  Make sure DropShip appears in the Columns Settings list and is checked (selected)

    7.  Click OK to exit Column Settings

    8.  Scroll to the right to verify that Drop Ship now appears in the Sales Order Line Items view.

    9.  Drag/Drop the Drop Ship Column to the preferred location in the Sales Order Line Items view

    10. Select the File Menu and click Save Settings to save the view setting as either Public or Private.

    11. On the File Menu, mark the new view setting as the default for all users

    12. Exit Business Insights Explorer and re-launch the Sales Order View

    The Sales Order Line Items view should now include the Drop Ship column.

    Thanks,
    Kent

  • 0

    Thank you ,Kent, perfect instructions!!   Ann

  • 0 in reply to Kent Mackall

    One more question, we are on 2016 for a few more weeks.  Can I set the color of a column or text in a column in this release?  If so how?  

    thank you!