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Managing PO Risks in SourceDay

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How to stay ahead of Late, Due Soon, and Other At-Risk Orders

SourceDay helps you proactively manage your supply chain by identifying at-risk purchase orders (POs). These are orders that may require urgent attention to avoid missed delivery dates or communication breakdowns.

This guide explains how to view, understand, and take action on PO risks directly in your SourceDay dashboard.

What are at-risk POs?

SourceDay flags orders as “at risk” when something might prevent timely fulfillment or clear communication. This includes:

  • Late Orders: The due date has passed and the order hasn’t been marked as shipped

  • Due Soon Orders: The due date is approaching and may require confirmation

  • Other Risk Types: Such as rejected proposals, cancellation requests, or delivery issues with email notifications

How to view at-risk POs

  1. Log into the SourceDay dashboard

  2. Go to the Needs Attention view

  3. Use the view options to select:

    • Late – For POs past their due date

    • Due Soon – For POs with upcoming due dates

    • All Risks – To view everything flagged as at risk

You’ll see a red Risk icon next to view with at-risk lines.

 Review and act on PO risks

  • Click the red Risk button next to the order line - either in the main dashboard or the peek panel

  • A summary will appear showing:

    • The type of risk

    • A recommended action based on SourceDay Intelligence

  • Click the blue Action button to go straight to the appropriate response window (e.g., Accept/Propose)

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Common PO risk types and recommended actions

Risk Name Description Recommended Action
Proposed Change Buyer suggested a change to cost, quantity, or date Use Accept/Propose to review and respond
Rejected Change Buyer rejected a change you proposed Review the reason and either confirm original terms or propose a new update
Cancellation Request Buyer is requesting cancellation of a PO line Review using Accept/Propose and respond
Confirmation Requested Buyer needs confirmation due to changes, rejections, or upcoming due dates Use Accept/Propose to confirm or suggest changes
Email Notification Warning SourceDay couldn't deliver a PO email to one or more supplier contacts Check your email settings; confirm the PO manually; whitelist SourceDay emails
Email Notification Failure SourceDay couldn’t deliver PO emails at all for this order line Review and update the supplier contact email; use the Message action to notify your buyer

 

Tips for managing PO risks efficiently

  • Check the Needs Attention view daily to catch new risks early

  • Use Bulk Actions for late or due soon lines if you're confirming the same information

  • Add a message when proposing changes to help buyers understand your update

  • Ensure email addresses are accurate to prevent delivery failures

 

 

 

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