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).