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:

  • Snooze: Use this option to turn off the reminder for the action.
  • View Snooze List: Use this option to access the Snooze list window. You can view all the required actions for which the reminder is turned off using the Snooze option. You can click Unsooze to remove the required actions from the snooze list.
  • View All: Use this option to view all the required actions.

Required actions for Urgent Tasks matrix

When you can click the Urgent Tasks matrix in 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:

  • Inventory Stockout, broken ties
  • Contracts expiring in 30 days

You can click Review 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.
Note: 
  • When you select an order and click Mark as read the reminder for vendor is turned off. You can view these orders in the snooze list.
  • You can use the Export to Excel option to export the entire list of orders to an Excel sheet.
  • You can click Close 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 Review for the expiring contracts to access the Expiring Contracts window wherein you can view contracts that are about to expire for the selected vendor.

You can click Line details to view the related details on the Vendor Inquiry screen in the application. You can click Activities to view the activities related to the vendor contract. You can use the New Activity option to add a new activity to the contract.

Note: You can click Close 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 Orders past delivery date matrix

When you can click the Orders past delivery date matrix in 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.

You can click Review to access the Orders Past Delivery Date window wherein you can view the all orders that are at risk for the selected vendor. You can click Line details to view the line level details of the order. You can select a line and click Bulk Edit 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 Apply to complete this action.

You can click Activities to view the activities related to the order. You can use the New Activity option to add a new activity to the order.

Note: You can click Close 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 Expected receipts matrix

When you can click the Expected receipts matrix in the On Your Radar widget, the related required actions, grouped by vendors, are displayed.

You can click Review to access the Expected receipts window wherein you can view the all expected receipts for the selected vendor.

Note: 
  • When you select an order and click Mark as read the reminder for vendor is turned off. You can view these orders in the snooze list.
  • You can use the Export to Excel option to export the entire list of orders to an Excel sheet.
  • You can click Close 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 Unapproved purchase orders matrix in the On Your Radar widget, the related required actions, grouped by vendors, are displayed.

You can click Resolve to access the Unapproved Purchase Orders window wherein you can view the all purchase orders for which approval is pending. You can click Review to view the Purchase Order Inquiry screen in the application. You can click Close 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.