Purchase Order Inquiry-Overview tab now available

To allow quick access to important purchase order details, an Overview tab is added to Purchase Order Inquiry. The order information is grouped in collapsible sections, also called cards, that displays data from other tabs. It is presented in standard static fields, key performance indicator (KPI) charts, and other visual components.

A Summary section and Lines section is displayed for all transaction types. The Summary section displays these elements:

  • Select fields from the Header and Totals tabs.
  • Counts for lines, packages, and history. Each number is a hyperlink that opens the corresponding tab.
  • Color-coded tags that represent flags or conditions that apply to the order including header notes, line comments, substitutes not allowed, backorders not allowed, rush flag, ignore lead time, resale, confirmation, canceled purchase order, free on board destination, and past due lines: sample data.
  • Process indicator that displays the purchase order stages and the related dates.

The Lines section displays donut charts with Line Types and Received Quantity data.

A Blanket Release Schedule section and Blanket Release Value section are displayed for Blanket Order (BL) transactions. The Blanket Release Schedule section displays a column chart with the date and suffix of each Blanket Release (BR) and product information. Hyperlinks to Purchase Blanket Release Entry and Purchase Order Entry are also provided. The Purchase Order Entry hyperlink is only available if the BR has been converted to a purchase order. The Blanket Release Value section displays a column chart with the date and suffix of each BR and the value of the BR.

Existing security settings from SA Operator Setup are honored on the Overview tab. For example, if a user is not allowed to enter or view costs, then the Purchase Order Amount and the BR Charts do not display.

Users can personalize the Overview tab to hide or collapse a card, change the color of tags, and make other changes. Developers can also use the Extension Enablement Toolkit to customize the tab and add additional tags to meet your business requirements.

Feature activation

Access to the Overview tab is controlled by sub-function security in SA Operator Setup-Function Security. By default, all users that currently have access to Purchase Order Inquiry are given access to the Overview tab.