The PO Dashboard can be adjusted to display POs that meet specific filter criteria that you can adjust. These filters can be saved under My Views. If you want to filter your default views to only show your POs click here to learn about My POs.
Filters on the PO dashboard
You can build robust filters of POs with multiple search criteria with this comprehensive filter. Applying a filter will create a new view of your POs based on the criteria selected. Each view can be exported and saved, allowing users to create unique specific views under My Views.
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.
Unsaved Changes
As you are adjusting filters through the advanced filter menu or by clicking off the filter chips you will see an Unsaved changes button. In the image below the Supplier proposed changes view has been altered and risks have been removed. Click on the Unsaved changes button to save or discard edits.
How to build filters
To build a filter you can start from scratch with the All Open view or adjust any of the existing views. This article will review the following: (click to jump to that section).
1. From any view, click on the Filters button to open the filter menu.
2. Determine the supplier access.
SourceDay suppliers - suppliers collaborating via SourceDay
Uninvited ERP vendors - vendors receiving POs from SourceDay but not collaborating through SourceDay
All - all vendors and suppliers within your organization
3. Select a Quick Filter or build your own.
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.
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 needed 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
Completed - buyer company has marked the order as complete within their ERP
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 using specific dates, relative dates like "today" or 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.
Risk type
Filter to POs with specific risk to on-time delivery. Those risks include: supplier proposed changes (cost, quantity, date, split, cancellation, or rejected changes), review needed (buyer proposed changes to cost, quantity, date that have been accepted by the supplier), email delivery issues, and item lead time risk.
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.
Numerical filters (Date, Qty, Cost)
Filter by numerical options such as date or quantity fields allows you to select from exact calendar dates or compare two sets of data to set up a range to filter your POs. Comparative filters allows you to zero in on POs that need extra attention or quickly work through POs with changes within a range that you can easily approve.
| Exact date options | Comparative date options | ||
|
is on is between is on or before is on or after is empty |
Select from exact calendar date |
matches is past is prior to is within the previous is within the next |
Select a changing day (like today) or other dates to compare. |
Other numerical filters such as quantity and cost can be built on exact or comparative options as well.
| Exact options | Comparative options |
|
is equal to is between is greater than is less than is empty |
matches is at most is at least |
Suggested views
Not sure where to start building custom views? Try out our suggested views to get started.