Cross Company Document Overview

The cross-company document overview provides a consolidated view of all SQUEEZE documents across all Business Central companies where SQUEEZE is activated.

Overview

The view displays the following KPIs for each company:

• Company: The name of the respective Business Central company.
• Open Documents: The number of open SQUEEZE documents.
• Custom Processing: The number of documents in "Custom Processing" status.
• Overdue Documents: The number of overdue documents.
• Duplicates: The number of documents flagged as duplicates.
• Rejected Documents: The number of rejected documents.
• Documents Created Today: The number of documents created today.
• My Open Documents: The number of documents assigned to the current user.

Additionally, order matching results are summarized across companies:

• Total Differences Identified: Total number of documents with order match deviations.
• Price / Quantity / Receipt Date / Discount Differences: Breakdown by deviation type.

Navigation

Each KPI is implemented as a drilldown: clicking on a value opens the correspondingly filtered document overview of the respective company in a new tab.

Refresh

The data is loaded asynchronously in the background and refreshes automatically every 60 seconds. A manual refresh can be triggered via the Refresh data action.

The cross-company document overview is accessible from the document overview via the Cross-Company Documents action or via the Role Center (Squeeze > Cross-Company).