- Release notes
- Before you begin
- Getting started
- Integrations
- Managing access
- Working with process apps
- Creating apps
- Loading data
- Uploading data
- Retrieving the SQL Server database parameters
- Setting up a SQL Server account for data upload using an extractor
- Loading data using Theobald Xtract Universal
- Customizing process apps
- Data transformations
- TemplateOne app template
- Purchase to Pay app template
- Order to Cash app template
- Basic troubleshooting guide
Process data
The Process data dashboard enables you to analyze sales order items and/or sales order item events on the lowest level.
The Sales order items tab displays a list of all sales order items within a selected period and their properties.
Each row represents a sales order item related to a certain sales order.
See the illustration below.
The Sales order item ID column cannot be hidden.
Follow these steps to change the visible columns.
- Click on Columns to display the list of columns.
- Select the columns you want to display in the selected Process data dashboard.
See the illustration below.
The Sales order item end to end events dashboard displays a list of all events, within a selected period, and their properties. Each row represents an event related to a sales order item. See the illustration below.
The Sales order item ID, Activity, and Event end columns cannot be hidden.
The in front of a row enables you to view the details of a selected sales order item. See the illustration below for an example.
The KPIs displayed on top of the Case details page are the same as the columns selected in the parent Process data page. The in front of a row enables you to view the details of a selected case.