This article will cover the reminder widget in Versa Cloud ERP and what all can it do for your business
What are widgets?
Widgets in the context of Enterprise Resource Planning (ERP) software typically refer to user interface components or modules that provide specific functionality within the ERP system. These widgets are designed to help users interact with and access different features and data within the ERP system more efficiently.
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Reminder Widget in Versa Cloud ERP
Versa Cloud ERP has created a new reminder option in the widgets that remind the user to do certain things. This widget will be accessible by all users and the content will be based on the permission the user has. Each reminder will be shown with a name and a number. A users will be able to click on the number to see more details about this reminder.
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List of Reminder Widget in Versa Cloud ERP
Total Unposted Invoice To Post: xx
Description: A list of all invoices that are not posted.
Permission: Accounts Receivable Full Access
Calculation: Total number of invoices with no related accounting transactions.
Total Open Orders To Ship: XX
Description: Total number of open sales orders (order with sales order status of ‘Partial Shipped’ or ‘Ready’, or ‘On Hold’)
Permission needed: Shipping
Total Shipments To Invoice: XX
Description: Total number of order shipments that do not have an invoice
Permission: Accounts Receivable Full Access
Calculation: Total number of order shipments (posted) that has no related invoice.
Total Open Purchase Order XX
Description: Total number of open purchase orders
Permission: Receiving
Calculation: Total number of open purchase orders.
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Total Shipment Receipts to Bill: xx
Description: A list of all posted shipment receipts with no bill attached.
permission: Accounts payable.
Total Bills Due XX
Description: A list of bills that are either due or overdue.
Permission: Accounts Payable
Pending Purchase Order To Receive XX
Description: A list of shipment receipts that is not posted.
Permission: Receiving
Open Work Orders XX
Description: Total number of work orders with a status of not complete.
Permission: BOM
Pending Production Builds xx
Description: A list of production builds with the status of ‘Scheduled Pending Start’
Permission: BOM
In Process Production Builds xx
Description: A list of production builds with the status of ‘In Process
Permission: BOM
Documents to Approve xxx
Description: Total number of documents to approve in the workflow module for the current user
Permission: Workflow Approval
Total Item To Follow-up XX
Permission: All users.
Description: A list of communication notes with a follow-up assigned to the current user
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