The PO Dashboard can be adjusted to display only the purchase orders (POs) that meet specific filter criteria. These filters can be saved under My Views, making it easy to return to them later.
Available filters
You can build robust filters by combining multiple search criteria. Applying a filter creates a new view of your POs based on your selections. Each view can be exported and saved under My Views.
When creating a filter, you can add as many rules and types as needed to create the exact view you need. Once finished, click the Save view button to name and save it.
Unsaved changes
If you adjust filters in the advanced filter menu or remove filter “chips,” you’ll see an Unsaved changes button.
In the example below, the Supplier proposed changes view has been altered (risks were removed). Click Unsaved changes to either save the edits or discard them.
How to build filters
You can start from scratch with the All Open view or adjust any existing view. This section covers:
1. From any view, click the Filters button.
2. Select a quick filter from the top, or click + Add another filter to build your own.
Quick filters
Quick filters are ready-made options to help you build views quickly. You can combine multiple quick filters and adjust them after applying.
| Filter type | How it works | Example |
|---|---|---|
| Customer | Type the customer’s name as it appears on the PO | “Customer = Global Electronics” |
| Buyer | Select from buyers who have issued POs to your company | “Buyer = John Smith” |
| Order status | Filter by where the PO is in its lifecycle (see below) | “Status = Shipped” |
| Due date | Select a specific date or relative option like “today” or “next 7 days” | “Due date = next 30 days” |
| Site | Choose a buyer company site (if they operate multiple sites) | “Site = Dallas plant” |
| Planner name | Filter by planners with active or inactive POs | “Planner = Sarah Jones” |
| Awaiting response | See POs where you’ve proposed changes or have unread messages | “Awaiting = supplier confirmation” |
| Risk type | Show POs flagged for risk (e.g., cost change, late delivery) | “Risk = Proposed cancellation” |
Order status options
| Status | Meaning |
|---|---|
| Pending | Awaiting supplier confirmation that the order was received |
| Acknowledged | Supplier has confirmed receipt of the order |
| On time | Order line confirmed with no exceptions |
| Canceled | Order line was canceled (proposed cancellations appear as risks) |
| Shipped | Supplier marked order as shipped in full (via ASN in SourceDay) |
| Completed | Buyer marked the order complete in ERP |
| Filled | Buyer marked the order received in ERP |
| Approval confirmed | Approval confirmed in SourceDay or ERP |
| Approval rejected | Approval rejected in the buyer’s ERP |
| Awaiting approval | PO is awaiting ERP approval |
| Late | Order is one day past the agreed date |
| Non-cancelable | Supplier marked the order as non-cancelable (ERP-dependent) |
| Pending approval in ERP | PO is unapproved in ERP (if workflow applies) |
| Projected late | Proposed changes or exceptions indicate possible delay |
| Propose cancel | Buyer or supplier has proposed cancelation, pending review |
Numerical filters: dates, quantity, or costs
Numerical filters let you refine POs by dates, quantities, or costs. You can filter by exact values or create comparative ranges to quickly identify POs that need extra attention.
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Comparative filter options updated for clarity:
Old terms: matches, at most, at least
New terms: matches, less than, less than or equal to, greater than, greater than or equal to
Date fields (e.g., due date, promise date)
| Option type | Available choices | Example |
|---|---|---|
| Exact | is on, between, before, after | “Due date is between Jan 1 and Jan 15” → shows POs due in that range |
| Comparative | matches today, within next X days | “Promise date is within next 7 days” → shows POs due this week |
Numerical fields (quantity and cost)
Remember these terms (at most, at least) will be replaced the terms listed below.
| Option type | Available choices | Example |
|---|---|---|
| Exact | between, greater than or equal to, less than or equal to, is empty | “Supplier cost is greater than $100” → shows POs where proposed cost is above $100 |
| Comparative | matches, less than, less than or equal to, greater than, greater than or equal to | “Supplier cost is greater than cost plus $100” → shows POs where the supplier is charging $100 more than the PO price |
Suggested views
Not sure where to start? Explore our suggested views to see common setups and build from there.
Best practices for suppliers
- Start with quick filters: Narrow your view without overcomplicating.
- Save frequent setups: Store them under My Views for faster access.
- Use relative dates: Options like “next 7 days” keep views updated automatically.
- Watch for unsaved changes: Always decide whether to save or discard edits.
- Check risks often: Address POs flagged for late delivery, proposed changes, or exceptions quickly.