Steps in the screenshots correspond to the numbers in the headings.
You will want to set up a search for POs that require further action from the Buyer.
1. From the Main Menu, go to Inventory > Purchasing > Purchase Order.
2. Click on the Red Chevron in the Search Area.
3. Under the General Tab, enter the Ship To place for the site in question.
4. For the Status field, hold down the Shift Key, and select Change Order, Post Pending and RePost Pending.
5. If you want to enter a date range, you can do so under the Post date field. In our example, we are looking at POs that have been posted in the last seven days, so we have entered >today.adddays(-7)
6. Toggle through the Release Checkbox option until you have a checkmark.
7. Click over to the Groupings Tab.
8. Choose "Confirmed" under the Workflow option.
9. For EDI Workflow, choose Vendor Rejected.
10. Click on the green arrow next to the magnifying glass.
11. Choose Save As. A pop-up box appears.
12. Enter a name for the search. We recommend something like 493 Vendor Rejected.
13. DO NOT MAKE PUBLIC! This search has been customized to a site and if you make it public, it will show on everyone's CLIENT.
14. It probably doesn't make sense to "set as default". You can only have one default screen. The default search results will populate as the page is loaded.
15. Click OK.
16. The saved search can now be accessed from the drop-down.
You can create additional searches for other EDI Searches to stay on top of your Work. How can I set up a search to see EDI POs that are Awaiting Changes?
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