We've made improvements to the PO Dashboard and enhanced your ability to create and save robust filters as saved views. If you want to filter your default views to only show your POs click here to learn about My POs
This article covers: (click to the jump to that section)
Filters on the PO dashboard
You can build robust filters of POs with multiple search criteria. This advanced filter incorporates the Buyer, Planner, Site, Vendor, & Updates Type filters into one comprehensive filter. Every filter is exportable and savable, allowing users to create and reuse specific filters.
When creating filter you can add as many rules and types as needed to create the exact view you need. Then click on the save view button to name & save the filter.
Customizable PO views: The savable filters gives each user the ability to create customized views of your POs tailored to your specific needs. We’ve moved the tabs to the left navigation and given you greater insight in to the lifecycle of your POs and POs that need attention. You’ll still have the views you are used to, like Pending or Shipped with the default views. For example, POs that would land in your updates tab will be organized into: risks, messages, and awaiting response. With the left-side navigation you can gain better risk management and insights with views that align perfectly with your workflow.
How to build filters
To build a filter you can start from scratch on the All Open view or adjust any of the existing views. This article will review the following: (click to jump to that section).
From any view, click on the Filters button to open the filter menu.
- Determine supplier access at the top (default is SourceDay Suppliers).
- Use the Quick Filter buttons at the top or build your own.
Access
You can filter POs based on the level of access to SourceDay granted to your vendors.
SourceDay suppliers - suppliers collaborating via SourceDay
ERP vendors - vendors receiving POs from SourceDay but not collaborating through SourceDay
All - all vendors and suppliers within your organization
Quick Filters
Quick filter buttons enable you to easily build a filter based on several preloaded filters. You can add as many quick filters as needed and adjust the quick filter once applied.
Click on the name to jump to that section.
Risk type
Filter to POs with specific risk to on-time delivery. Those risks include: propose changes from the supplier to the cost, quantity, date, cancellation, rejected changes from the supplier, and email delivery issues.
Awaiting response
POs with changes that you initiated can be located using this filter. You can look for exactly the type of changes you proposed (date, qty, costs, cancelation or confirmation) and for any unread messages.
Supplier
Type in the supplier’s name as listed within the ERP and on your POs to filter to POs sent to specific suppliers.
Buyer
Select from the dropdown menu to see orders in specific buyers names. The names listed are the names of buyers with open POs within your ERP.
Order status
Order status is determined by the type of action taken or awaiting an order and by the status within the ERP.
Pending - awaiting the suppliers confirmation they have received the order
Acknowledged - supplier has confirmed receipt of the order
On time - order line has been confirmed by the supplier and has no exceptions
Canceled - order line has been canceled. Proposed cancellations will be listed as a risk.
Shipped - supplier has marked the order as shipped in full by creating an Advanced Shipping Notice within SourceDay
Filled - buyer company has marked the order as received in full within their ERP
Approval confirmed - the approval has been rejected (either within SourceDay or the ERP depending on the approval workflow as established during implementation period).
Approval rejected - the approval has been rejected within the buyer company’s ERP.
Awaiting approval - PO is awaiting approval within the buyer company’s ERP.
Late - order is one day past the date (due date, promise date, or vendor commit as determined by the Admin with the buyer company)
Pending approval in ERP - PO lines is in an unapproved state within the ERP *only for buyer companies with approval workflow as established during their implementation period.
Projected late - the listed date on the order may conflict with a move out exception or proposed change on the order line.
Propose cancel - buyer or supplier has proposed a cancelation on the other line that is under review.
Due date
This quick filter allows you to select the time range criteria and either the specific dates or the number of days from today. The same filter options are available for promise date and vendor commit.
Site
This filter is available for buyer companies with multiple sites. Select the site from the drop down menu to filter POs specific to that site. Note- access to sites is set up by the Buyer Admin.
Planner name
You can filter to planners with active or inactive POs.
Recommended filters to create your views
There are few recommended filters that will help you get started on PO Collaboration. To see more click here.
Hot filter
- Start in the All open view (or specific view if desired) & click on filters
- Within the filter window click on “+ Add another filter” (leave the risk type as is or adjust as needed)
- Scroll to select Hot from the drop down menu (leave toggle to on)
- Click View results
- To save click on “Save as new view” button in the top right corner.
Buyer name filter
The default views display all POs within your company. You can filter the default views to show only your views using the My POs filter at the top. You can also create additional views with buyer or planner name(s) as needed.
- Start from any view you would like to filter (we recommend All Open to get started)
- Open the filter window and adjust the currently applied filters or leave as is
- Add a new filter and select Buyer from the drop down menu
- Then select the buyer(s) listed in the drop down menu & View results
- To save click on “Save as new view” button in the top right corner.
- You can easily replicate any default view with your buyer name
The example below shows a Hot filter with buyer names added.
Awaiting response
This filter is a nice way to keep track of POs lines in which you or your buyer team have created change proposals.
- Start from any view you would like to filter to show only your POs or POs in a specific buyer’s name.
- Open the filter window and adjust the currently applied filters or leave as is
- Add a new filter and select Awaiting response from the Quick Filters
- Then select the exact type of response you are waiting for from the supplier using the drop down menu and click View results.
- To save click on “Save as new view” button in the top right corner.
The example below applies a buyer filter and Awaiting response for buyer proposed changes to the date, quantity, and/or cost.
Late order lines
The previous late tab is now a filter you build based on your teams definition of late. This method allows you to focus only on the late orders that the greatest impact or that have crossed specific threshold.
1. Start from All Open view.
2. Optional: Select the buyer name to add that to the filter.
3. Select Order status from the the list of quick filters.
4. From the drop down menu scroll down to select Late.
5. To save click on “Save as new view” button in the top right corner.
Alternatively you can create specific late filters using Due date (or another date option) and applying a specific time frame. In the example below the filter will pull all open POs within the last 2 years.
Orders coming due (Radar)
The previous Coming Due Soon (Radar) tab can be created to your teams specifications. This view is one of the suppliers default views based on the buyer team's admin settings. Allowing you to create this view based on your specifications gives you the ability to determine the parameters of when orders are approaching the date you select.
1. Start from All Open view.
2. Select the buyer name to add that to the filter.
3. If using Due Date as the collaboration date - you can apply that quick filter or you can select another date option from the drop down (such as promise date or vendor commit).
4. Select "is on or after" & determine the date range.
5. To save click on “Save as new view” button in the top right corner.