• Open the page insideats.advancedtech.com and go to the option Supply Chain.

• Go to the option Problem PO Tracking.

• Once it opens, go to the upper side of the corner and click on the tab List.

• Right after this, click on the option Export to Excel.

• A tab should appear at the bottom of the browser, once it does select the option Open.

• The next windows should appear, select the options Accept and Enable.

• Log in with your credentials to be able to work on the file.

Once you log in, the document should look like this:

• Reduce spaces for easier use and create a copy of the tab. To create a copy right-click over the tab and select the option Move or Copy. Once this is selected click on (move to end) and Create a copy. Click OK  to complete the copy.

• Once the new tab is created change the name to Buyer.

• Go to the Buyer tab and open the filter options on the Status column. Deselect the option Escalated to buyer and apply the filter. Once the filter is applied, delete all the remaining lines and remove the filter after.

• Go to the bottom of the page and Copy the owssvr tab to create the Last Mod tab.

• Once the new tab is created delete the columns Created By, Responsible Party, Part Number, Item Type and Path.
• Cut the columns Resolution and Problem with PO and insert them at the end of the table.

When you are done, it should look like this:

• Delete all the lines that do not belong to the FMS department by applying a filter in the Assigned Buyer column, selecting only the buyers that do not belong and deleting all the lines when the filter is applied.  Remove the filter once you are done.

• Remove all the filters and go to the Assigned Buyer column. Select the buyers corresponding to each PA in the column filter and fill the cells in the color assigned for person.

• Remove all the filters and go to the column Status, where you will filter for Open only. Once the filter is applied, select all the lines, change the font color to RED, and highlight them in YELLOW.

Once you are done, it should look like this:

• Remove the filter and go to the column Date. Select the Date filters option. In there you should select the option Before and input a date of one month before. Once the filter is applied, select all the rows and change the font color to RED. Clear the filter after this.

It should look like this when you are done:

• Remove all the filters, go to the DATA tab, and select the Sort option. A pop-up window should appear, in which you will check the My data has headers option.

• Once this is checked, you will add the lines needed (depending on the number of PAs) and modify them so they appear as the example below. They should always be filtered first by Vendor Name - cell color, then Assigned Buyer, then Vendor Name, and lastly PO Number, as shown below.

A few Pop-ups like the one below might appear, just select the option OK in each of them.

The file should now appear arranged like this:

• Lastly, save the file with the format:  PPO MM.DD.YYYY as seen below.