The purchase order dashboard is where you can manage all of your PO lines across all line statuses and PO lifecycle. This article will orient you to the PO dashboard and PO data included, click on the sections below to jump to that subject.

PO dashboard views

The left-side navigation provides users with space to create unique, custom views of specific PO lines. Several preloaded views act as pre-applied filters on PO Lines, allowing you to focus on lines by risk type or by life cycle (based on order status). Click to jump to that section to learn more.

Needs Attention

Buyer proposed changes

Monitoring

PO Lifecycle Views

Planned orders (based on ERP)

Needs attention

The Needs attention view includes PO Lines that require your response and PO lines with a detect risk to on-time delivery. When POs need your attention they will be in one of these views with a red indicator.

Buyer proposed changes

POs with a buyer initiated change to the cost, quantity, or date, buyer rejected your proposed changes, and confirmation requests. (Formerly known as the Updates tab). You need to review and respond using the Accept/Propose action.

Pending (New orders)

The Pending view displays all new and unacknowledged orders by line or release. SourceDay will automatically notify suppliers when they have new orders. Once suppliers confirm/acknowledge these orders they will display in the In Progress view.

Unread message

Use this view to review PO lines with messages from suppliers. Learn more about message here.

Due soon (radar)

PO lines approaching their due date or vendor commit date will be filtered into this view. These orders are ready for shipping details or a date change proposal.

All Risks

Open PO lines with a potential risk to their on time delivery (late, date change, missing acknowledgment, etc). These are PO lines that you formerly find in your updates tab. They are now filtered by risk type to give you detailed information at a glance allowing you to work more efficiently.

Monitoring views

Awaiting response

POs that you have initiated a proposed change within SourceDay or changed within your ERP will be sent to the supplier for review and action. You can keep track of those in your Awaiting response view.

Hot

Buyers can mark critical PO lines as hot to send an notification to suppliers. Hot POs will be tagged and filtered to in the Hot view.

PO Lifecycle Views

These views are POs filtered by status or stage in the PO lifecycle. Suppliers will also have these views in addition to a Coming due soon view (formerly known as the radar tab).

Planned orders

This view is dependent on your buyer company not all suppliers will have POs in this view. This view displays POs in a planned status. Depending on your buyer company this may just be an FYI view into planned POs or you may be able to collaborate on these orders. Suppliers will receive an email notification for new planned orders.

In progress

Orders in this view have been acknowledged or confirmed by the supplier and have not been marked as shipped in full or completed.

Shipped

The Shipped view displays all orders that have been marked as shipped in full by your supplier. Partial shipments will not appear under the Shipped tab and can still receive late order notifications.

Learn more about shipments - Understand the Shipments Dashboard

Completed

This view contains all closed PO lines within a buyer's ERP. Often those status are: "Completed", "Filled", or "Canceled" in the buyer's ERP, some integrations allow for order lines to move to a final status when the qty received is equal or greater than the qty ordered. Historical information for these POs is saved with the PO Line.

All open

PO lines in the all orders view are not in a planned or completed status.

Create your own view

You can create your own views of POs with the advanced filter from scratch or by building off the default views. When building your advanced filter you can add many filter options.

Click on the Filter button to open the advanced filter options.
You can opt to add “Quick Filter” options or build your own.

To build your own, click on “+ Add another filter” and select your search filter from the drop down menu.
Depending on the filter selected you may need to select the operator in the middle text box before you enter or select your search criteria in the right text box.

Click View results to run the filter. To save this filter as a new view click on Save as new view in the top right. Give the view a name and description, the view will now be listed under My views.

Learn more about creating custom views with the Advanced filter here.

PO line status

PO line status identifies the current status of any PO line.

Open PO statuses:

Pending - new PO lines to be acknowledged
Ontime - Due Date or Ship Date is currently on time and not past due.
Late - the PO lines Due Date or Ship Date is past due and the order has not been marked as shipped
Projected Late - the Due Date or Ship Date on the order is before the supplier's current proposed Vendor Commit Date
Shipped - the order has been marked as fully shipped In SourceDay by the supplier, Partial shipments will not have an order status of shipped until the full order has been marked as shipped as the remainder can still fall late or have updates made
Canceled - the supplier has proposed a cancellation to an order and they are currently waiting on their customer to accept or reject this proposed cancellation. If the cancellation is accepted then the order will now appear in the Completed tab with a Canceled status. If the cancellation is not accepted then it will appear with its original status.
Planned - the order is currently a planned order in your customer's ERP

Completed PO statuses:

Completed - the order is in as completed status in your customer's ERP
Filled - the order is in as filled status in your customer's ERP
Canceled - the order is now canceled in both SourceDay and your customer's ERP

Purchase order dashboard organization

PO dashboard views