Required Actions
This widget displays the data based on the matrix selected in the On Your Radar widget.
You can use these options in the widget:
- : Use this option to turn off the reminder for the action.
- Snooze list window. You can view all the required actions for which the reminder is turned off using the option. You can click to remove the required actions from the snooze list. : Use this option to access the
- : Use this option to view all the required actions.
Required actions for Urgent Tasks matrix
When you can click the On Your Radar widget, the related required actions, grouped by vendors, are displayed. Inventory Stockout and broken ties are grouped in a single tile. The tasks are sorted based on the creation date, where the current date is considered as the priority. If two urgent tasks are on the same date, the priority is determined based on:
matrix in the- Inventory Stockout, broken ties
- Contracts expiring in 30 days
You can click
for stock outs and broken ties to access the window wherein the orders linked to the selected vendor are displayed. These two tabs are displayed in the window:- Stock Outs: Orders for which the available quantity to sell is zero or a negative quantity, are displayed on this tab.
- Broken Ties: Orders for which the linked sales order is cancelled, are displayed on this tab.
- When you select an order and click the reminder for vendor is turned off. You can view these orders in the snooze list.
- You can use the option to export the entire list of orders to an Excel sheet.
- You can click to close the window. If an action is not taken, the reminders for the vendor are not turned off. If you take an action for an order, the order is removed from the widget.
You can click Expiring Contracts window wherein you can view contracts that are about to expire for the selected vendor.
for the expiring contracts to access theYou can click Vendor Inquiry screen in the application. You can click to view the activities related to the vendor contract. You can use the option to add a new activity to the contract.
to view the related details on theRequired actions for Orders past delivery date matrix
When you can click the On Your Radar widget, the related required actions, grouped by vendors, are displayed. The orders with the recent promised date are assigned a higher priority.
matrix in theYou can click Orders Past Delivery Date window wherein you can view the all orders that are at risk for the selected vendor. You can click to view the line level details of the order. You can select a line and click to perform bulk edit. You must specify the type of date and the date based on which the bulk edit action is performed. You must click to complete this action.
to access theYou can click
to view the activities related to the order. You can use the option to add a new activity to the order.Required actions for Expected receipts matrix
When you can click the On Your Radar widget, the related required actions, grouped by vendors, are displayed.
matrix in theYou can click Expected receipts window wherein you can view the all expected receipts for the selected vendor.
to access the- When you select an order and click the reminder for vendor is turned off. You can view these orders in the snooze list.
- You can use the option to export the entire list of orders to an Excel sheet.
- You can click to close the window. If an action is not taken, the reminders for the vendor are not turned off. If you take an action for an order, the order is removed from the widget.
Required actions for Unapproved purchase orders matrix
When you can click the On Your Radar widget, the related required actions, grouped by vendors, are displayed.
matrix in theYou can click Unapproved Purchase Orders window wherein you can view the all purchase orders for which approval is pending. You can click to view the Purchase Order Inquiry screen in the application. You can click to close the window. If an action is not taken, the reminders for the vendor are not turned off. If you take an action for a purchase order, the order is removed from the widget.
to access the