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Get started with PO collaboration for new buyers

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SourceDay is the supply chain collaboration platform that bridges the gap between your ERP and your suppliers. The platform ensures purchase order data stays accurate, visible, and actionable, so you can reduce late orders, eliminate manual follow-ups, and build stronger supplier relationships.

The PO Collaboration module gives buyers complete visibility into every purchase order line, enabling real-time communication and seamless ERP synchronization.

Overview of SourceDay

SourceDay’s PO Collaboration tool displays all purchase orders at the line level and organizes them by:

  • Status – pending, hot, or late

  • Action needed – proposed changes, messages, or risks 

  • Lifecycle stage – where each order line is in the process like pending, open, or shipped in full

When specific triggers occur, SourceDay automatically sends email notifications to both suppliers and buyers. For example, when POs are opened and firmed in your ERP, SourceDay sends an email directly to the supplier listed on the PO.

Many organizations customize SourceDay for their own processes, such as approval routing or due date collaboration. While you’ll learn your company’s specific workflow from a colleague, this article covers the core setup steps every buyer should complete.

Getting started steps

  1. Set up your buyer ERP name
  2. Organize your PO Dashboard
  3. Create your My POs filter
  4. Set up your time zone

1. Set up your buyer ERP name

This step ensures you receive email notifications for your POs.  Your buyer name(s) must exactly match the name(s) used in your ERP.

To access account settings:

  1. Click the dropdown arrow next to your name in the top right corner.

  2. Select Account settings.

     

 Screenshot 2025-10-14 at 2.28.08 PM.png

Under API integration:

  • Locate ERP Buyer Name.

  • Enter your ERP buyer name exactly as it appears in your ERP.

  • Add multiple buyer names if your ERP uses variations.

    Account Settings Feb 16 2023.png

Tip: Enter all versions of your name (for example, “T. Fey" and "Tina Fey") to ensure you receive all relevant notifications.

2. Manage your columns

You can customize your dashboard to show or hide columns, rearrange their order, and tailor the data you see at a glance. Changes can apply to a single view or all default views.

To manage columns:

  1. Open your columns options.

  2. Be sure to select 'Apply to all views'

  3. Toggle columns on (blue) to display or off (gray) to hide.

  4. Click and drag column names to reorder them. Columns listed top to bottom display left to right on your dashboard.

  5. Click Submit to save your changes.

Screenshot 2025-10-14 at 2.37.11 PM.png

3. Create your “My POs” filter

By default, your dashboard displays all company POs. The My POs filter narrows your views to display only the POs relevant to you.  This filter affects your Needs attention and PO lifecycle views only (it does not apply to custom views).

Screenshot 2024-08-20 at 2.02.03 PM.png

To set up your filter:

  1. Click My POs.

  2. Choose your filter criteria:

    • Buyer name

    • Planner name

    • Site

    • ERP instance
      (Available options depend on your ERP and implementation.)

  3. Click Save, then toggle My POs to On.

Once saved, you can toggle this filter on or off at any time to adjust which POs display in your main views.

4. Set your time zone

Select your preferred time zone under Account Preferences in your account settings (accessible under your name).

Next steps

After setup, you’re ready to explore additional PO collaboration tools:

 

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