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This was possible in the Windows Client. F.i. Open the Outstanding Sales Orders from a factbox on a given Customer card. Then take of the Customer filter and make a new filter on Outstanding Quantity >0, then you have anice screen with all Sales lines outstanding. In the windows client you could save a filter and make it available in the Rolecenter. This is still not possible in BC365.
Please make the req Wsht and Planning Wksheet more the same. With the warning/exception options where the checkbox 'Accept action message'is kept empty (because it is an exeption!), put the start en end date also (which are on the planning wksht) because then you know when to actually order...