Create Indicator for Sales Lines regarding available Quantity

This chapter describes how to create an available quantity (item) indicator for sales lines. This has the advantage that in sales lines you immediately get a graphical indication whether the item is available in the desired quantity or, for example, the stock is coming to an end and new items have to be ordered.

Indicator column in Sales Order
Figure: Indicator column in Sales Order

To create an indicator that shows whether the desired item is available in the specified quantity, proceed as follows:

  1. Open the search function from the role center (ALT+Q).
  2. Search for Beyond Indicator Setup and click on the appropriate search result.
  3. The Beyond Indicator Setup list is displayed. On this page you will find all configured indicators.
  4. To create a new indicator, click in a new line in the ID column.
  5. To set up an indicator for sales lines, enter 37 in the field for ID. The information in the Name and Caption columns will be completed automatically.
  6. To activate the indicator, click the checkbox in the Active column.
  7. In the Indicator Caption column, enter a name for the indicator column in the sales document lines. A possible description for the indicator would be Quantity available in stock. You have created an indicator. This indicator is already displayed in the sales lines. In order for the lines to display a value in the indicator column, you must define one or more rules for this indicator.
    Setup Indicator for Sales Lines
    Figure: Setup Indicator for Sales Lines
  8. To define one or more rules for the indicator, click Rules in the menu bar.
  9. The Edit - Indicator Rules window is displayed. All defined rules for the selected indicator are displayed here. Two new rules are to be defined for the example:
    • A red cross (❌) should be displayed in the indicator column if the stock level is smaller than the quantity in the sales line.
    • A green tick (✅) should be displayed in the indicator column if the stock level is greater than or equal to the quantity in the sales line.
  10. For the first rule (quantity in sales line < available quantity), set the following:
    Type: Field
    Value: Quantity
    Rule: <
    Compare to Type: Field
    Compare to Value: Available Quantity
    Indicator: ❌
  11. For the second rule (quantity in sales line >= available quantity), set the following: Type: Field
    Value: Quantity
    Rule: >=
    Compare to Type: Field
    Compare to Value: Available Quantity
    Indikator: ✅
    Indicator Rules for the available Quantity in Sales Lines
    Figure: Indicator Rules for the available Quantity in Sales Lines

You have created the rules for the indicator in the sales line.

Note

Freely configurable indicators
You can freely configure the rules and adjust them to your requirements.
To give you more rules for sales lines, we have programmed 3 fields:

  • Available Quantity: ID 70839170
  • Drop Shipment Quantity: ID 70839171
  • Special Order Quantity: ID 70839172

You can store a translation for the indicator column caption so that you can use Beyond Indicator for companies that operate the web client in different languages. For more information, see the chapter Add Translation for Indicator.