On Your Radar
Four tiles display the number of records that require action. When a buyer clicks a tile, the details appear in the widget on the left, allowing the buyer to review and resolve the records directly.
This list shows standard tiles:
- Requests missing information
This tile displays purchase requests that cannot be converted into purchase orders due to missing information. Missing details may include:
- Vendor
- Unit cost
- Delivery date
Buyers can update the missing information directly within the workspace.
Buyers can manage this group of records either in batch or individually.
- Acknowledgment deviations
This tile shows discrepancies between the purchase order and the vendor acknowledgment, including deviations in:
- Quantity
- Unit cost
- Delivery date
- Unit of measure (UOM)
Buyers can:- Review and resolve deviations directly within the widget
- Auto-resolve acknowledgment deviations
- Notify the Contract Manager (for contracted item deviations) by clicking the provided email link
- Export the displayed data to Excel for further analysis or reporting
Buyers can manage this group of records either in batch or individually.
- Past due orders
This tile lists purchase order lines that are past their delivery date.
Buyers can:- Review order details
- Follow up with the respective vendor by clicking the provided email link
- Export the displayed data to Excel for tracking and reporting purposes
- Buyer/Invoice messages
This tile displays information related to buyer and invoice messages.
Buyers can view and update messages directly within the widget.
Snooze feature
- A default snooze duration of 24 hours is applied.
- When the Snooze icon is selected, the record is temporarily removed from the list.
- Snoozed records can be viewed from the Snooze list at the top of the widget.
- Buyers can unsnooze records at any time to return them to the active action list.
- 1 to 7 days
- 8 to 14 days
- 15 to 22 days
- 22 to 30 days