Arrange the columns to seeing the most important information on each PO for you. Turn column visibility off/on and rearrange the layout of the dashboard using Manage Columns.
You may be collaborating with multiple buyer companies that have unique information associated with PO Lines. These unique fields will need to be enabled by you to view on your PO Dashboard table.
This article will discuss (click to jump to the section):
Rearrange the PO Dashboard column data
Recommended columns and arrangement for your PO Dashboard
How do I manage columns?
- Click on Manage Columns in the upper right side of your dashboard. This opens a window where you can turn columns on or off.
- Then you will turn columns on/off using the blue toggle buttons.
- Finally you can rearrange the order of the columns on the dashboard by grabbing and dragging the Column names.
Once opened, be sure to click Apply to all views to update all of your default views with changes.
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.
Recommended Columns
The following columns should be enabled and organized together to give you instant insight to the details and status of your order lines.
- History
- Tags
- Risks
- Customer
-
PO identifying information:
- PO number
- PO line
- Release (if using)
- Item (P/N)
- Vendor (P/N)
- Description
- Other custom columns (size, color, H, W, etc)
- Order status
-
Order values as listed on the PO *these are the values you can propose changes
- Current quantity
- Due date (or Ship date if using)
- Current costs
- UM
-
Values you proposed
- Supplier cost
- Supplier quantity
- Supplier date
- Notes
- Messages
-
Other - but only if applicable
- Warehouse
- Ship to
- Custom Columns - be sure to scroll through the column options and enable any custom columns that are unique to your client. Rearrange as necessary.
- Update any columns that are not available to not visible
Sorting the PO dashboard
The PO dashboard is typically sorted by Due date but can be sorted by a variety of columns. Now all you need to do is simply click on any column with up/down arrows to change and save how the dashboard is sorted. You can update your default sort in your Account Settings under API Settings.
Keep Learning
Understanding & Navigating the PO Dashboard
Setting Up Your PO Dashboard <-- you are here
Adding Shipping Information - Marking PO Lines as Shipped