This video highlights an enhancement to the shortage report grid that hides miscellaneous items by default, with a toolbar toggle available to display them when needed. It shows how miscellaneous items only appear when they share the same delivery date and truck as the rest of the order, helping users stay focused on primary delivery items while still providing access to full order context when required.
SOP: Viewing Miscellaneous Items in the Shortage Report Grid
Purpose
This procedure explains how to view or hide miscellaneous items within the Shortage Report grid. This feature allows users to focus on key delivery items while still maintaining access to complete order details when needed.
Scope
This SOP applies to users working within the order grid who need to manage visibility of miscellaneous items.
Procedure
1. Open the Shortage Report Grid
Navigate to the relevant order within the system.
Open the order grid where line items are displayed.
2. Show Miscellaneous Items
Locate the Show Miscellaneous Items button.
Click the button to display all miscellaneous items associated with the order.
3. Understand Display Requirements
Before miscellaneous items will appear in the grid, ensure the following condition is met:
The miscellaneous item must have the same truck and delivery date as the rest of the order.
If this condition is not met, the miscellaneous item will not display.
Result
Users can toggle visibility of miscellaneous items in the order grid.
The grid can be simplified to focus on key delivery items.
Full order context remains available when needed by enabling miscellaneous item visibility.
Notes
This feature improves clarity when managing large or complex orders.
Items not matching the truck and delivery date criteria will remain hidden even when the button is enabled.