Planned Orders allows a buyer or planner to leave orders in a Planned status in Syteline until acknowledged and/or updated by the supplier in SourceDay. This can help to manage some of the buyer and supplier back and forth on cost, quantity and dates prior to the order being activated.
Understanding the View
This feature is currently only available for Syteline ERP integrations and requires additional integration work by SourceDay.
The trigger from Syteline to allow SourceDay to display planned orders.
- The Header of the PO needs to be in “Ordered” status
- The Line(s) of the PO needs to be in “Planned” status
When the Planned Orders feature is enabled by SourceDay, buyers and suppliers will now see these planned orders in the Planned tab. Once planned orders sync into SourceDay a notification will be sent to suppliers to take action, just like they would on a new Purchase Order. The orders will display an Order Status of Planned.
What Can I Do?
Accept/Propose/Reject Changes - Accept or reject any changes to the planned order from the supplier or suggest additional changes to quantity, costs, or dates
Message - Communicate with the supplier to understand any comments, questions or concerns about the order
- Show Me How - Understanding the Messages Action
Note Only - Add a note that will show up in the messaging section as well as the history for the PO
- Show Me How - Understanding the Note Only Action
Subscribe/Unsubscribe - Subscribe or unsubscribe to the PO line if you would not typically be receiving communications on the item
- Show Me How - Understanding the Subscribe/Unsubscribe Action
Mark as Hot/Remove Hot - Set a PO line as Hot to add extra eyes or importance on the PO
- Show Me How - Understanding How to Set a PO Line as Hot
Enable or Disable Buyer Emails - Start or stop emails being sent to the buyer for this PO line
- Show Me How - Understanding How to Enable or Disable Buyer Emails
Switch to Ordered - Move the PO line to an ordered Status, this will move the PO line to the supplier's pending queue to acknowledge