Customizing your PO Dashboard table is key to review the specific data you need.  The data that helps you do your jobs can be different from company to company. 

This article will discuss (click to jump to that section): 

Understanding the columns

Manage columns

Recommended columns and arrangement for your PO Dashboard

PO Dashboard primary columns defined

The columns displayed in your PO dashboard help to identify the PO, provide important details, and give suppliers and buyers a quick view at collaboration details.  

To improve clarity and help buyers and suppliers understand the data they are collaborating on the names of several cost, quantity and date columns will be updated soon.  

Rename 3 columns that display the most recent proposed values on a PO by the supplier:

• Cost prop → Supplier Cost
• Qty prop → Supplier Quantity
• Vendor commit → Supplier Date

Rename 3 columns that display the most recent proposed values on a PO by the buyer:

• Buyer requested cost → Buyer Cost
• Buyer requested qty → Buyer Quantity
• Buyer requested date → Buyer date

Rename 2 columns that display current cost/qty columns:

• Cost → Current Cost
• Qty Ordered → Current Quantity

Staying the same:

• Due date
• Promise date
• Ship date

Collaboration details: these definitions represent the primary way these fields are used, exact usage depends on your ERP.  For additional questions please contact your customer success manager.

Dates

Due date (or PO ship date) - collaboration date.  This is most often the dates that buyers and suppliers review and update.  

Promise date - original agreement date.  This is typically the first agreed upon date, when suppliers acknowledge pending orders and agree to the date list on the PO or when buyers and suppliers first agree on a different initial due date that date becomes the promise date.  

Supplier date (Vendor Commit) - displays the suppliers most recent proposed values for the collaboration date.  

Quantity

Current Quantity - displays the quantity as listed on the PO Line.  This is a direct copy of the ERP.

Supplier Quantity (Qty prop) - displays the suppliers most recent proposed values for quantity.

Buyer Quantity (Buyer requested quantity) - displays the recent proposed values for quantity from the buyer.  When a buyer proposed new quantities within SourceDay those values will be listed in this column.

Costs

Current Costs (Cost) - displays the costs as listed on the PO Line.  This is a direct copy of the ERP.

Supplier Cost (Cost Prop) - displays the suppliers most recent proposed values for cost.

Buyer Costs (Buyer requested cost) - displays the recent proposed values for quantity from the buyer.  When a buyer proposed new costs within SourceDay those values will be listed in this column.

Additional date fields

Days aged - the number of days an order has been sitting in a certain status or waiting for an action to be taken. Learn more about the Aging column click here. 

Date shipped - date the supplier created an Advanced Shipping Notice (ASN) by marking the order shipped in SourceDay.

Last updated date - date stamp of when an action was taken on the PO last.

Buyer date (Buyer requested date) - proposed date change initiated by the buyer.

Original collaboration date - the initial date listed on the PO when the PO was first created in SourceDay.

How do I manage columns?

1) Click on the Manage Columns option near the top left of the PO management screen.

2) Enable columns by toggling them to blue; disable by toggling them to grey. Move columns up by clicking and holding anywhere on the column name and dragging and dropping it to the desired location. Columns listed top down will display on the dashboard left to right. Be sure to click update all views in the top left of the Manage Columns windows.

3) When you are done, click submit to save your changes.  You may need to refresh the page in order to see your new column order

Recommended columns for your PO Dashboard

The follow columns may be helpful to enable: 

• History
• Tags
• Risks
• PO identifying information (as needed):
  • PO number
  • PO line
  • Item (P/N)
  • Description 
  • Other custom columns (size, color, H, W, etc)
• Order status
• PO values columns:
  • Collaboration date (either due date or ship date)
  • Current costs
  • Current quantity
• Proposed PO values: 
  • Supplier date
  • Supplier cost
  • Supplier quantity
  • We recommend placing these next to the current values for direct comparison
• Other columns as needed:  
  • Qty Shipped, Qty Received
  • Ship to Address, Warehouse
  • Buyer name
  • PO Notes, messages

Recently updated: Separate Tags Column: Important flags such as "Hot" for urgent orders or "Subscribed" for those you are closely monitoring are now distinctly visible in a new 'Tags' column. This separation means that these crucial indicators no longer get lost in the data but stand out clearly, helping you manage your orders more effectively.

Tags will be added closest to the relevant content through the PO Dashboard Table, ensuring you view relevant context where and when needed. You can hover to learn more about the tag.

Keep Learning

Setting up your account 

Setting your your PO Dashboard table

Understanding the PO Dashboard Tabs

Using filters on the PO Dashboard