Using the Quick Actions widget

The Quick Actions widget provides fast access to the tasks a buyer uses most frequently. Each action opens a focused screen with relevant records, helping buyers complete tasks quickly and efficiently.

This table shows the tasks you can use.

Action Description
Lookup Vendor Use this action to quickly search and view vendor information, such as name contact and email.
Update Purchase Requests Use this action to review and update purchase requests directly from the workspace. When opened:
  • Purchase requests scheduled for the upcoming week and missing the required information are displayed by default. Required information includes Vendor, Unit Cost, or Delivery date.
  • Buyers can review and update the requests.
  • Buyers can use the Search option on the top to search for a particular request.

The Update Purchase Request screen displays the data based on selected Inventory Region. If no Inventory Region is selected, the logged-in buyer data is displayed by default.
Accept PO acknowledgment Use this action to review and accept purchase order acknowledgments. When opened:
  • All purchase order acknowledgments related to the buyer or Inventory Region are displayed by default.
  • Buyers can review and accept acknowledgments directly from the screen.