Purchasing widgets

These widgets are included on the Purchasing Homepage:

• Broken Tie Alert

  Shows alerts that are generated when a sales order that is tied to a purchase order is canceled.

• Inventory Stock Out

  Shows alerts that are generated when the available quantity to sell is zero or a negative quantity.

• Non Stock Item

  Shows alerts that are generated when a nonstock product is added to a sales order.

• PO Acknowledgement

  Shows alerts that are generated when a purchase order is not acknowledged five days after the purchase order creation date.

• PO Approval

  Shows alerts that are generated when the total amount of a purchase order exceeds 100. If the amount exceeds 100, then approval at the director level is required. If the amount exceeds 1000, then approval at the vice president level is required. You can approve or reject purchase orders, based on your security.

• PO Deviation Alert

  Shows alerts that were generated when the received quantity on a purchase order line is 5% more or 5% less that the ordered quantity.

• Purchase Order Listing

  Shows a list of purchase orders that you have created for the vendor that is selected in the Vendor Lookup widget. You can click the document icon to open the invoice in Infor Document Management.

• Purchase Order Overdue

  Shows alerts that are generated when the purchase order is two past the requested ship date and the order is in Stage 3-Acknowledged.

• Purchasing Banner

  Includes these individual widgets:

  • Top 5 Vendors by Order Fill Rate

    Show the fill rate percentage of the top five vendors by ordered amount for the current year.

  • Purchase Order Amount Current versus Last Year

    Shows the purchase order amount for the current and previous years.

  • # of PO's by Stage Code

    Show the number of purchase orders by stage for the last 12 months.

• Vendor Contacts

  Shows the contact information that was set up in the Contacts context application in Infor Ming.le. You can initiate an email or call from the widget using a calling application that is available locally.

• Vendor Lookup

  Shows the vendors that are available in the company that is selected in the configuration settings for the widget. You can conduct a search, based on the vendor name, to locate a vendor. You can expand each available vendor to view basic address information.

  The information in all other vendor-related, Distribution SX.e widgets, except Vendor Contacts, is based on the Vendor Lookup widget. The vendor number and other information is sent from the Vendor Lookup widget to the other widgets.

• Vendor Period Balance

  Shows the period balance. You can configure the widget to display the information in different types of charts, such as a line or bar chart. You can move your pointer over an object that represents a period, such as a bar, to view the exact amount.

• Vendor Purchase Orders

  Shows the open purchase orders for the vendor that is selected in the Vendor Lookup.

These purchase-related widgets are not included on the Purchasing homepage but are available in the Widget Catalog:

• Item Usage

  Shows Month, Year, Usage, Override Usage, and Reason, based on the values that are selected in the Product Lookup and Warehouse Lookup widgets.

• Vendor Balance

  Shows the Current Balance, Last Invoice, On Order Balance, Rebate Balance, Last Purchase Order Issued, # of Purchase Orders Late, Last Payment, and Last Purchase Order Date. You can click in the vendor number link to open the vendor record in Vendor Inquiry.

• Vendor Details

  Shows general detail information from the Vendor record such as Expediter, Expediter Phone #, Our Customer#, Invoice Type, Sales Rep, and Sales Rep Phone #. You can click in the vendor number link to open the vendor record in Vendor Inquiry.