Advanced Buyer Workspace

Overview

Advanced Buyer Workspace is dedicated for essential tasks and exceptions to manage critical information.

A buyer is a person who purchases goods and services for an organization. As a buyer, you are responsible for procuring goods and services, including sourcing, purchasing, and negotiation. Use this workspace for your essential tasks and exceptions to manage critical information. You also have access to Employee Self Service.

Security roles

You must assign the Buyer_ST security role to run this solution.

On Your Radar-Buyer

This widget displays alerts and exceptions that require immediate attention. By default, it presents data from the past week, but buyers can extend the view to more flexible date ranges, up to four weeks, for OYR widgets in the workspace, enabling better planning and decision-making.

Four tiles show the number of individual records that meet a certain condition. When you click one, the content is displayed in the Required Information widget so you can review and resolve the records directly.

This table shows the standard tiles.

Tile	Description
Requests missing information	This tile shows purchase requests that cannot be converted into purchase orders due to missing information. This widget shows records with missing vendor, unit cost, and delivery date. You can update the missing information directly within the workspace. Predicted delivery date is shown based on vendor delivery pattern or by AI prediction. You can manage this group of records in a batch, or individually.
Acknowledgment deviations	This tile shows discrepancies between the purchase order and the vendor acknowledgment, which includes the quantity, unit cost, delivery date, and unit of measure. You can perform these actions: Review and resolve deviations directly with the widget. Auto-resolve the acknowledgment deviations. Notify the contract manager about contracted item deviations through an email link. Export the displayed data to Excel for further analysis or reporting.
Past due orders	This tile shows the list of purchase orders lines that are past their delivery date. You can perform these actions: Review order details. Follow up with the respective vendor through an email link. Export the displayed data to Excel for tracking and reporting purposes.
Buyer/invoice messages	This tile shows the information related to the buyer and the invoice messages. You can view and update messages within the widget.

A snooze feature is available to temporarily remove records from the action list when additional time or clarification is needed. A default snooze duration is set to 24 hours. When you click the Snooze icon, the respective record is temporarily removed from the required actions list for the duration of the snooze period. Use the Snooze list at the top of the widget to review your snoozed records. You can un-snooze records to return them to the list.

This workspace includes a date selection filter, where you can refine the displayed data based on predefined aging ranges. These filter options are available: 1–7 Days, 8–14 Days, 15–22 Days, and 22–30 Days.

Important Links

This widget shows a list of links to help you to stay current on your daily tasks as a buyer.

This table shows the available links.

Link	Description
Purchase requests	View and track records beyond what is shown in the On Your Radar widget.
Purchase orders	View and track work-in-progress.
Past due orders	View past delivery dates on open purchase order lines.
PO acknowledgments	Handle vendor responses beyond what is displayed in the On Your Radar widget.
Receipts pending inspection	Track deliveries that have been received but not handed over to the concerned department.
Manage contracts	Access to review details on a contract such as pricing, end dates, forthcoming renewals.

Upcoming Orders

This widget displays purchase order line items scheduled for delivery within the next seven days, excluding today. To provide visibility into upcoming deliveries, this widget uses AI capabilities to identify anomalies that require buyer attention.

An anomaly occurs when order behavior differs significantly from expected or historical patterns. In purchase order lines, anomalies can be categorized into quantity anomalies, unit cost anomalies, and delivery date anomalies.

Anomalies are visually highlighted in red within the grid for quick identification. When the user hovers over an anomaly in quantity, cost, or delivery date highlighted in red, an AI-suggested value is displayed indicating what must have been ordered.

This widget also validates the relationship between Ship Date and Delivery Date at the PO Line level. If the Delivery Date is earlier than the PO Ship Date, the system highlights the inconsistency by displaying a warning icon next to the Delivery Date field with this message: Delivery Date is before Ship Date, follow up with vendor.

You can perform these actions:

• Review the affected purchase order lines directly from the widget.
• Hover over highlighted anomalies to view AI-recommended values.
• Drill down to the corresponding records in FSM.
• Export the data displayed in the grid to Excel, which allows you to follow up with the respective vendors as needed.

You must run the replication set FSM_PO_ST daily to ensure updated data.

Aging Orders

This widget helps you monitor outstanding purchase orders based on how long they have been open.

Orders are categorized into four aging brackets: 31–60 days, 61–90 days, 91–180 days, and 181–365 days.

This categorization allows you to quickly identify and prioritize overdue orders.

When you click on any aging bracket, the system navigates to FSM and displays the corresponding list of purchase order records.

Quick Actions

This widget provides access to tasks that you perform most often:

• Lookup Vendor: Use this action to quickly search and view vendor information.
• Update Purchase Requests: Use this action to review and update purchase requests directly from the workspace. When opened, the purchase requests, the purchase requests that are scheduled for the upcoming week and assigned to you are displayed by default. You can review and update the requests as required.
• Accept PO Acknowledgment: Use this action to review and accept purchase order acknowledgments. When opened, all PO acknowledgments related to you are displayed by default. You can review and accept acknowledgments directly from the screen.