Once you start using dashboards, there’s no turning back! Being able to access essential information at a glance is a great advantage. But there’s something even more interesting: by associating your dashboards with specific documents, such as sales orders or quotes, you can view them at the same time as you process those documents. To do this, simply check the “Enable sidebar in windows to display linked dashboards” option in Administration > System startup > General settings > Show tab.
The associated control panels will appear in the document’s sidebar, allowing you to access the data you need without any additional clicks.
Once you use dashboards you can never go back. Receiving the exact information you need at a glance is invaluable! But even that gets better. If you your dashboards are related to documents such as sales order or quotation, you can view them while processing the document. All you have to do is select this checkbox “Enable sidebar in windows to display linked dashboards” in Administration > System Initialization > General Settings > Display tab.
The respective dashboards are displayed in the document’s sidebar, providing you all the data you need without any further clicks:
This option is applicable also to Activity, Incoming and Outgoing Payments.
Available in SAP Business One, version for SAP HANA.