Configuring purchasing widgets

If you are unable to configure the widgets on the page that you selected from the Page Catalog, you must duplicate the page.

  1. On the Purchasing Homepage, configure the Vendor Lookup and the Vendor Contacts widgets:
    1. On the widget, select ... > Configure.
    2. Select a value in the Company/User ID field.
    3. Optionally, change the Records Count value.

      Specify the default number of records to load into the widget. As you scroll down, additional records become available in increments of the Record Counts value.

    4. Optionally, change the type of record that is displayed. Both is the default value in the Status field, but you can select Active Vendors or Inactive Vendors.
    5. Click Save.
  2. Optionally, configure values for the widgets that are shown in this table:
    Widget Value
    Vendor Period Balance Primary Chart Type
    Vendor Purchase Order Requested Batch Size: The number of records to display
  3. Optionally, configure these ION Widgets to change the filtered results. We recommend that you do not change the value in the Search field.
    • Broken Tie Alert
    • Inventory Stock Out
    • Non Stock Item
    • PO Acknowledgement
    • PO Approval
    • PO Deviation Alert
    • Purchase Order Overdue
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