The Graphical Scheduler is not limited to production orders. By using the Anything data source, you can visualize virtually any Business Central table, including Sales Header, Sales Line, Sales Shipment Header, or other documents.

This article demonstrates how to create a Graphical Scheduler view that displays sales orders grouped by location, allowing you to quickly see upcoming orders by warehouse or fulfillment location.

The attached video guide walks through how to do this.

Scenario

You want to visualize sales orders on a timeline, grouped by their Location Code, rather than by production resources.

This can be useful for:

• Reviewing upcoming shipments by warehouse
• Balancing workload across fulfillment locations
• Identifying shipping bottlenecks
• Monitoring order due dates visually

Create a sales order view

1. Open the Graphical Scheduler.
2. Select View.
3. Create a New view.
4. Enter a descriptive name, such as Sales Orders.

A new view initially contains the default production data source, if not desired remove it.

Add a Sales Header data source

1. Choose Add a Data Source.
2. Select Anything.
3. Select the Sales Header table.

Note

The Anything provider allows the Graphical Scheduler to display records from nearly any table in Business Central, including tables added by extensions.

Configure the data source as follows:

Setting	Value
Document Number	No.
Start Date	Order Date
End Date	Shipment Date (or Due Date, depending on your business process)

The Start Date and End Date determine where the timeline block begins and ends.

Group sales orders by location

The Where Is It field controls what appears on the left side of the scheduler.

To group sales orders by warehouse:

1. Set Where Is It to Location Code.
2. Save the data source.

The scheduler now creates a separate row for each location and displays sales orders underneath the appropriate warehouse.

For example:

• MAIN
  • Sales Order 1001
• NORTH
  • Sales Order 1005
• WEST
  • Sales Order 1009

Customize the displayed information

Like any other Graphical Scheduler view, you can customize the cell template to display the information most useful to your users.

Common fields include:

• Sell-to Customer Name
• Order Date
• Due Date
• Shipment Date
• Order Number

You can also configure the tooltip to show additional information when users hover over a sales order.

Read-only or editable

If the view is intended only for visualization, leave the data source as Read Only.

If you want users to update records directly from the Graphical Scheduler, enable Allow Writes and configure which fields may be edited.

Using Sales Line instead of Sales Header

The Sales Header table displays one block per sales order.

If you need to visualize individual order lines, group by items, or schedule partial shipments, use the Sales Line table instead.

This allows grouping by fields that exist on sales lines rather than the order header.

Filtering the view

You can apply filters to the data source just like any other Graphical Scheduler data source.

For example, you can:

• Show only Orders
• Exclude Quotes and Invoices
• Show only a specific location
• Filter by customer
• Filter by shipment date

Additional possibilities

The same technique works with many other Business Central tables. For example, you can create timeline views for:

• Sales Shipment Headers
• Sales Shipment Lines
• Purchase Orders
• Warehouse Shipments
• Custom tables from your own extensions

Any Business Central table that contains suitable date fields can be visualized using the Anything data source.