Customer monitor

Monitor for easy customer order management and verification of fulfillment over time, including in the future.

Updated at November 14th, 2025

Table of Contents

Module Description Functionality Filter section Rows section Actions

Monitor for easy customer order management and verification of fulfillment over time, including in the future.

Module Description

This module introduces the "Customer Monitor" page, a dashboard designed to provide users with a simplified view of sales orders within Business Central.

The primary purpose of this feature is to enable effective and detailed tracking of the order lifecycle, including:

The sales orders entered and their status.
The quantities actually shipped to customers.
The outstanding quantities, or those still to be delivered

Functionality

The "Customer Monitor" page is easily accessible using the global search function. Simply type "Customer Monitor" in the search bar and select the corresponding page from the results.

Filter section

Upon opening, the page displays an upper section dedicated to filters, organized into different subsections to allow the user to precisely define the search criteria for the data to be displayed.

The available filters are grouped as follows:

Customer

Bill-To Customer No.: Allows you to select the customer to whom the invoice is issued.
Bill-To Customer Name: Non-editable field, automatically shows the name of the customer selected in the previous field.
Sell to – Customer No.: Allows you to select the customer to whom the product/service was sold.
Sell to – Customer Name: Non-editable field, automatically displays the customer name selected in the previous field.
Sell to – Country Code: Allows you to filter by the customer’s country/geographical area code.
Ship to – Code: Allows you to select a specific shipping address. The selection is possible only if a customer has been set in the “Sell to - Customer No.” field and is filtered on addresses associated with that customer.
Ship to – Customer Name: Non-editable field, displays the name associated with the shipping address selected.
Ship to – Country Code: Allows you to filter by the country/geographical area code of the shipping address.
Order No.: Allows you to filter by a specific sales order number.
Filter by Order Status: If selected (default: unselected), enables the field “Status” below, defaulted to “Released”.
Order Status: Allows you to filter orders by their status (Open, Released, Pending approval, Pending prepayment). Visible and editable only if “Filter by order status” is active, by default shows “Released”.
Your Reference: Allows you to filter by the external reference number provided by the customer on the order.

Item

Item No.: Allows you to select a specific item to view only the order lines relating to that article.
Variant Code: Allows you to select a specific variant of the item. Selection is possible only if an “Item No.” has been entered and is filtered on the variants associated with that item.
Location Code: Allows you to filter for a specific warehouse location.
Show Item Rows Only: If checked (default: checked), the search will include only order lines of type “Item”, excluding lines of type G/L Account, Resource, etc. (the lines of type “comment” / “empty” are always excluded).
Only not completed orders: If selected, only order lines with a completed order will be shown. Remaining quantity to be shipped (Outstanding quantity > 0).
Only completed orders: If selected, only order lines that are fulfillable will be shown. Completely evadable based on current availability.

Date

Order Date: Allows you to filter order lines based on the date of the order header document. You can enter date ranges (e.g. 01/05/25..31/05/25) or standard Business Central formulas (e.g. 'T' for today).
Shipping Date: Allows you to filter order lines based on the expected ship date on the line. You can enter ranges or formulas.

Agents

Agent Code: Allows you to select a specific agent to view the orders associated with him.
Assigned User ID: Allows you to select a specific user to view orders assigned to that user.

For the filters section, the following actions are present in the bar below:

Calculate : This action searches the database based on the criteria you set and populates the rows below with the corresponding data.
Clear Filters : This action resets filters to their default settings.
Show/Hide Filters Section : This action allows you to show/hide the filters section.

Rows section

This section displays in tabular format the details of the sales order lines that match the applied filters and calculated using the "Calculate" action.

The columns displayed provide detailed information about each order line, including:

Document Information: Document No., Document Line No., Quote No., Document Date, Order Date, Creation Time, Your Reference, Status.
Customer Information: Sell to - Customer No., Sell to - Customer Name, Sell to - Country Code.
Billing Information: Bill to - Customer No., Bill to - Customer Name. •
Order Line Type
Item Information: Item No., Variant Code, Description, Item Reference No.
Quantity: Unit of measure code, Quantity, Reserved quantity, Shipped quantity, Invoiced quantity, Outstanding quantity, Assembly-to-order quantity.
Warehouse Location and Shipment: Location Code, Shipment in Preparation (indicates whether the line is in a Warehouse Shipment), Shipment No. (Warehouse Shipment number).
Fulfillability Status: Calculated field indicating the ability to fulfill the line based on availability. Possible statuses are:
- FILLABLE : Availability in stock >= Unfulfilled quantity.
- NOT FULFILABLE: Total availability (warehouse + purchases + production on the shipping date) = 0.
- PARTIAL: Total availability < Outstanding quantity but > 0.
- PLANABLE: Total availability until shipping date > Outstanding quantity.
- FUTURE: Stock availability = 0, but future arrivals (purchases/production) will cover the quantity.
- PARTIAL/FUTURE: Stock availability < Outstanding quantity, but > 0, and future arrivals will cover the remainder.
- PARTIAL/FUTURE INCOMPLETE: As above, but future arrivals do not cover the entire remainder.
- FUTURE INCOMPLETE: Stock availability = 0, and future arrivals do not cover the entire quantity.
- FULLY SHIPPED: Outstanding quantity = 0.
- NOT CALCULATED: If the items are "not in inventory" (defined in the item master data)

The calculation of this field can be updated via the “Calculate Fulfillment Status” action, which can be performed from the toolbar (for all rows) or from the row actions (for selected rows only).

Date: First available in the future (calculated from purchase/production arrivals), Ship date, Requested delivery date, Promised delivery date, Planned delivery date.
Prices and amounts: Unit price, Line discount %, Net unit amount, Net unfulfilled amount, Net shipped amount, Net invoiced amount.
Shipping Information: Ship To - Code, Ship To - Name, Ship To - Address, Ship To - Country Code, Shipping Carrier Code, Shipping Carrier Name, Shipping Method Code, Shipping Method Description.
Agent Information: Agent Code, Agent Name, Assigned User ID.
Payment Information: Payment Method Code, Payment Method Description, Payment Condition Code, Payment Condition.

Actions

Calculate: Populates the rows section based on the filters you set.
Clear Filters: This action resets filters to their default settings.
Calculate Fulfillment Status (All): Recalculates the "Fulfillment Status" field for all rows currently displayed in the grid. Useful for updating the status after inventory changes or incoming goods.
Show/Hide Filter Section: This action allows you to show/hide the filter section.
Other actions: filters applicable to calculated rows, export of rows, analysis mode.

Order

Order Card: Opens the full card of the sales order to which the selected row belongs.
Print: Starts the printing process of the selected sales order report.
Shipments: Allows you to view the shipments associated with the sales order to which the selected row belongs.
Invoices: Allows you to view the invoices linked to the sales order to which the selected row belongs.

Line

Reservation entries: Opens the page showing the reservation entries for the selected order line.
Assemble to Order: Accesses the assemble to order features for the selected row.
Calculate Availability Status (selected rows): Recalculates the “Fulfillment Status” field for the selected rows only.
Split quantity in two lines: For selected rows (even from different orders), performs the following operations:

Creates a new line in the original sales order, identical to the one selected.
Set the quantity of the new line equal to the “Outstanding Quantity” of the original line.
Sets the original line quantity to be equal to the "Quantity shipped".

Edit Shipping Dates: Opens a window that allows you to enter new values for the following date fields:
- Shipping date.
- Requested delivery date.
- Promised delivery date.
- Planned delivery date