What Are We Trying to Accomplish?
Changes on PO Order Lines happen for a variety of reasons. Fortunately, SourceDay PO Collaboration is working to help buyers and suppliers stay up to date on all PO changes. To add to the clarity, SourceDay is updating an important PO Collaboration workflow: Supplier Confirmation Suppliers will be able to respond to updates on orders coming due (Radar), Buyer made changes on the order, and Buyer rejected supplier proposed changes with a new action of "Confirm."
Confirm is available to suppliers on order lines that the buyer has changed an important piece of information like the qty, cost, or date on their PO (within their ERP). Confirm is also an option when the buyer has rejected a proposed change from the supplier. In these instances the supplier can select to confirm the values listed on the Purchase Order - indicating to the buyer they can meet the qty, cost , or date. Or the supplier can propose changes. Confirm is also available if the Buyer company has enabled "Radar Confirmation". This means that orders will require a confirmation once they have moved to the Radar tab in SourceDay.
How Do I Do It?
Click here for a walk-through this feature.
Order lines requiring a confirmation will be under the Suppliers Update tab.
1. Select the order line(s) from the Updates tab and click "Accept/Propose" on the Action Menu. (This is replacing the previous "Update" action).
2. Review the Last Message on the PO Line, this will outline if the buyer made a change in their ERP or if the buyer has rejected a supplier proposed change. The message will also indicate your next steps as a suppler.
- For example if the buyer is rejected a proposed change from the supplier a message like this should be listed: "Buyer rejected price, quantity, date proposal(s), please review the PO and confirm current values are good. If not, please propose changes to the buyer."
- If the order is coming due the message may say "this order is within the Radar Range please confirm that you can still meet the current values."
3. If the PO values are ok, select Confirm. Alternatively, you can select Propose or Hold.
- Propose will enable suppliers to propose changes
- Hold will simply keep the order line in the suppliers update tab without any actions take on that line. If you've selected multiple orders to review this feature allows to take actions on the other order lines while holding this one.
4. Once confirmed, the order lines will move out of the Supplier's Update Tab.
Keep Learning
Adding Shipping Information - Marking PO Lines as Shipped