Based on user feedback, SourceDay now offers a list of suggested views to help suppliers streamline their custom Purchase Order (PO) views. You can explore these suggested views and customize them further by adding additional filter criteria as needed. Simply select a view from the list and follow the prompts to input the necessary information. Once saved, the view will be added to your 'My Views' list, where you can further filter, rename, or edit it as desired.
| To get started with suggest views click on the + Suggested are on the left side. |
Current list of suggested views:
Build your own views
There are few recommended views that you can set up with advanced filters to help you get started on PO Collaboration.
Critical parts
Buyers and suppliers can keep track of critical or low quantity parts easily by creating a unique view based on part number. The example here will filter order lines for a specific part that have a proposed change to quantity, a cancelation or a split line proposal. Users have add additional filters as needed.
Order destination
Buyers and suppliers can sort their POs by where they are headed using a variety of fields from the Ship to address or name or warehouse field. This allows for quick create of ASNs and easy viewing of POs for specific warehouses. The example below shows shipped order lines filtered by Ship To Name. This view can then be sorted by due date and exported to share with receiving teams.
By project or job
With the filters you can set up project based views using the project identifies fields like Project name or Project number. Add as many filters as need to get the specific POs you need. The example below will show POs for all vendors, with a supplier proposed change for a specific project.