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Setting Up Cues

In our ERP solution, cues represent business data, such as sales activities or open orders. Cues provide a clear and quick summary of daily activities. This chapter describes how to set up and display cues. It is divided into the following sections:

Setting Up a New Cue

On the role center page, you can set up individual cues that can be viewed in the My Activities FastTab. To set up a new cue, proceed as follows:

  • Use the quick search (ALT+Q) to find the General Cues Setup page.
  • To create a new cue, click New in the menu bar.
  • Fill in the fields according to the following table:
Option Description
Code Enter a code for the cue.
Description Enter a name for the cue.
Table ID Enter the table ID that should be used for the cue. Click into the field to open a list with the different table IDs.
Table Name Specifies the name of the table to be used.
Filter Specifies the filter that is used for this cue.
Page ID Enter the page ID that should be used for the cue. Click into the field to open a list with the different page IDs.
Page Name Specifies the page name.
Resp. Center Field ID Enter the field ID for the Responsibility Center field.
Resp. Center Field Name Specifies the name for the responsibility center.
Assigned Field ID Enter the field ID that you would like to set a filter for.
Assigned Field Name Specifies the name of the assigned field.
Assigned Filter Option Specifies the filter that is applied to the assigned field. If a person in charge is selected, the user ID is used for the filter. If a salesperson/purchaser or a user from a specific area is selected, the field from the user setup is used for the filter.
Date Field ID Enter the field ID for the date field that you would like to apply a filter to. The work date is used as a reference point for this setting.
Date Condition Specifies the date filter type.
From Date Formula Enter the date formula that should be used for most date conditions.
To Date Formula Specifies the second date formula that is used if the date condition Range is selected.

You have successfully set up an individual cue.

Adding a Cue to the Role Center

You can add a cue to the My Activities FastTab for your own user or for another user. To do this, proceed as follows:

  • Use the quick search (ALT+Q) to find the General Cues Setup page.
  • In the menu bar, click the selection field > Open Cue Setup for User.
  • Select For Me or For Another.
  • Confirm your choice with OK.
    • If you have selected For Another, select the desired user on the User Lookup page.
  • In the menu bar, click the selection field > Copy from Setup.
  • Select the desired cue.
  • Confirm your choice with OK.
  • Close the Edit - My Cues Setup page.
  • Your changes are saved automatically.

You have successfully added a cue to the My Activities FastTab on the role center page.