Purchase Manager Workspace

The purchase manager specializes in supplier relationship management. This role uses effective negotiation to source high quality products and services at a price which is reasonable to both the organization and the suppliers. A purchase manager also sets the standards for team ethics, transparency and drives the organization's sustainability goals. The goal is to contribute success by efficiently managing the supply chain and supporting its growth and profitability.

This workspace contains these widgets:
Widget Description
My Day Displays the current date, greeting message, and the user's icon and first name.
Top Suppliers Presents the top suppliers with the most number of purchase orders specific to a preconfigured period, for example past 180 days from the current date.

Hover over a bar line to show the supplier’s ID and purchase order count in a tooltip. You can click a bar line to drill down. On the records page, right-click a record and select Open to perform a drillback to M3.

See M3 Information Viewer.
PO Monitor Presents the total count of purchase orders and the respective top 5 buyers specific to a preconfigured period, for example, past 180 days to current date.

Hover over a chart section to show the buyer's ID and purchase order count in a tooltip. Click a section from the chart to perform a drill down. On the records page, right-click a record and select Open to perform a drillback to M3.

See M3 Information Viewer.
On Your Radar Focuses on managing priority tasks.

This widget contains matrices that open card tasks in the Required Actions widget.

  • Delayed order lines: Displays all purchase order lines for which the preconfigured dates are past the target delivery date, for example, past 7 days to the current date.
  • PO approvals: Displays purchase orders set with status '12=Order stopped' and with dates set to the previous 7 days from the current date or 7 days later.
  • New suppliers: Displays new suppliers tagged with the status '10-Preliminary'.
  • Stopped suppliers: Displays all suppliers tagged with status 30 - Stopped.
For every card task, click Review to view a breakdown of records and identify tasks to address. Optionally, you may hide a card task by clicking the bell icon. When you review the available records, you may access these additional functionality through clicking Review or View All:
  • Select all or any records to export. Click Export to CSV.
  • Drill back into an M3 program by clicking a record with a working link.
  • Search for a particular record.

On the Required Actions widget, clicking View All provides you a single view of all records in tabular format. Whereas, clicking View snooze list enables you to show the list of hidden card tasks. From the list, you can return a hidden card task on the main widget display by clicking Unsnooze.
Quick Actions Displays all tasks that you perform frequently.
This widget shows these default tasks:
  • Create Planned Purchase Order: Retrieves information, such as, item number, item name,supplier number, warehouse, order type, date, quantity, price, and UOM and enables you to create planned purchase orders. After creating the PO, a message is displayed with the purchase order ID which you can click to perform a drillback to 'Purchase Requisition. Open' (PPS180).
  • Release Planned Purchase Order: Shows a list of planned purchase orders where you can filter any specific buyer. Upon clicking the release option, a planned PO is released and the actual purchase order is created.
  • Update Supplier Information: Shows a list of suppliers where you can update supplier details. After updating and saving the record, a message is displayed with the supplier ID which you can click to perform a drillback to 'Customer. Open' (CRS610).
  • Receive Purchase Order: Use this option to create goods receipt for a specific purchase order.

    See Receive Purchase Order.

  • Supplier List Information: Displays a list of supplier contact information that you can use to connect to an active supplier.

    See Supplier List.

  • Supplier Creation: Provides a form for adding a new supplier data into M3.

    See Supplier Creation.
Important Links Provides direct access to preconfigured programs in the Infor M3 application. This widget shows default links that drill back to M3 where you can view more details.

See menu widget in the Infor OS User and Administration Documentation Library.

Tables used in the workspace

This list shows the tables that you must activate within M3 Function Search to retrieve data:
  • MPOPLP
  • MITMAS
Note: Both tables are used only for release planned purchase order on the Quick Actions widget.

APIs used in the workspace widgets

This table shows the APIs used in varying widgets for this workspace:
Widget Program Transaction
Top Suppliers FACETMI LstFacets
PO Monitor FACETMI LstFacets
On Your Radar

Delayed order lines

 PPS200MI SearchLine
On Your Radar

PO approvals

 PPS200MI SearchHead
On Your Radar

New suppliers

 CRS620MI SearchSupplier
On Your Radar

Stopped suppliers

 CRS620MI SearchSupplier
Quick Actions

Create planned purchase order

 MNS150MI GetUserData
Quick Actions

Create planned purchase order

 PPS170MI CrtPOP
Quick Actions

Create planned purchase order

 MMS200MI SearchItem
Quick Actions

Create planned purchase order

 MMS200MI LstItmByItm
Quick Actions

Create planned purchase order

 PPS095MI LstOrderType
Quick Actions

Create planned purchase order

 CRS620MI SearchSupplier
Quick Actions

Create planned purchase order

 MMS200MI LstItmWhsByItm
Quick Actions

Release Planned Purchase Order

 PPS170MI UpdPOP
Quick Actions

Release Planned Purchase Order

 PPS170MI RelPOP
Quick Actions

Release Planned Purchase Order

 MNS150MI LstUserData
Quick Actions

Release Planned Purchase Order

 PPS170MI LstPlannedPO
Quick Actions

Release Planned Purchase Order

 MNS150MI GetUserData
Quick Actions

Release Planned Purchase Order

 CRS620MI GetBasicData
Quick Actions

Release Planned Purchase Order

 CMS100MI Lst_WD_PoByBuyr
Quick Actions

Update Supplier Information

 CRS620MI SearchSupplier
Quick Actions

Update Supplier Information

 CRS620MI GetBasicData
Quick Actions

Update Supplier Information

 CRS620MI UpdSupplier
Quick Actions

Update Supplier Information

 MNS150MI LstUserData
Quick Actions

Update Supplier Information

 CRS065MI LstDelyTerm
Quick Actions

Update Supplier Information

 CRS070MI LstDelyMethod
Quick Actions

Update Supplier Information

 MNS150MI GetUserData

Programs and sorting orders used in the workspace

The drillback functionality in some of the workspace widgets require specific configuration for filtering the correct data in Infor M3. When you perform a drillback to any program, check for the Function Search query. If the Function Search is disabled, you must create a record by specifying a combination of program, sorting order, and table for the search on 'Standard Search. Open' (CMS021/B).

This table shows the programs with their corresponding sorting order and table information all of which should be in active status:
Program Sorting order Table
PPS200 1 MPHEAD
CRS620 1 CIDMAS