Overview:
This article explains how to change the view in the Order Products section of CRM so you can display different order product records based on your business needs.
Process:
Go to My Apps and open Okta.
In Okta, search for X4A and open it.
Tip: You can also access Xvantage for Associates directly from My Apps.
In X4A, select Sales from the left navigation menu.
Select CRM from the Sales sub-menu.
In the CRM’s left navigation menu, go to Sales > Order Products.
By default, the page opens in the Order Product Inline Edit View, unless a different default view has been configured.
To switch to another view:
Select the current view name at the top of the page.
Choose the desired view from the drop-down list.
Examples:
Select All Order Lines to display all order product records available to you.
Select My Order Products Last Week to view order products associated with orders from the previous week.
Different views help you quickly find specific order product records by applying predefined filters. Choose the view that best matches the information you need to review.