Quick Summary: You can find overdue sales orders by navigating to the System menu, opening Data Quality, and selecting the Overdue Sales Orders view within the Sales Orders panel.
Purpose
To help users identify overdue sales orders within the Data Quality dashboard and take corrective action to maintain accurate order records.
Step 1: Open the Data Quality Dashboard
Navigate to the System > Data Quality screen in the left pane.
Step 2: Locate Overdue Sales Orders
Locate the Sales Orders panel.
Select Overdue Sales Orders to view the detailed listing.
⚠️ Watchouts
Overdue status reflects the latest data refresh: Ensure your environment has updated data before reviewing overdue orders.
Restricted user access: Restricted users cannot access the Data Quality screen. For more on this topic, read: User Roles & Access Explained
Includes all data: This report will include all locations and all work orders.
💡 Tips
Start with the Sales Orders panel: This panel highlights overdue lines clearly, making it the quickest route to actionable items.
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