The following improvements have been made to the Purchasing Role Centre
Menus and Actions
The home menu includes the following commonly used pages:
- Vendors
- Contacts
- Items
- Purchase Quotes
- Purchase Orders
- Blanket Purchase Orders
- Purchase Return Orders
As well as the following actions:
- Requisition Worksheet
- Subcontracting Worksheet
- Order Planning
- Purchase Prices
- Purchase Line Discounts
- Item Tracing
- Navigate
Activities and Cues
The activities section has improved upon the standard Purchasing Agents activities section, new cues are highlighted below:
- Purchase Documents for Release
- Quotes Open (New)
- Orders Open
- Orders Pend. Approval (New)
- Orders Pend. Prepayment (New)
- Purchase Orders Released Not Received
- Upcoming
- Partially Received (New)
- Received Not Invoiced (New)
- Delayed (New)
- Delayed Lines (New)
- Average Days Delayed (New)
- Purchase Returns
- Returns Open
- CR/Adj Notes (New)
- My Approval Requests
- To Approve
- Sent For Approval
Common new document actions are also included:
- New Purchase Quote
- New Purchase Order
- New Blanket Purchase Order
- New Purchase Return Order
Insights and Lists
The following insight charts and graphs are included:
- Power BI Reports (hidden by default)
- Purchase Performance (hidden by default)
- Inventory Performance (hidden by default)
The following lists are also included:
- Vendor List
- Item List
- Report Inbox
- My Job Queue (hidden by default)
- My Vendors (hidden by default)
- My Items (hidden by default)
- My Analysis Reports (hidden by default)
