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Function documentationWorklists for Purchase Orders and ASNs

 

The worklists for purchase orders and ASNs are action-oriented groupings of purchase orders and ASNs where you, as a supplier, can not only view the details of the items listed there, but you can perform actions (depending on the status of the item) as well.

The worklists help you to see which items are relevant for a specific task of you as a supplier.

You can call up the worklists several ways:

  • You can navigate to a worklist from the Home screen by choosing

    • The title of a chart

    • A bar in a bar chart, or a section in a pie chart

    • A legend item (available only for the Purchase Order Items to Confirm and ASN Status Overview charts)

    • One of the links

  • You can navigate to a worklist by choosing either the Purchase Orders or the ASNs screen, and there choosing the worklist you need from the list of worklists.

For more information about the available worklists, see Purchase Order Worklists and ASN Worklists.

Features

Actions Available in the Worklists

You can perform actions on the worklist items, such as confirming a purchase order item, creating an ASN for a purchase order item schedule line, or canceling an ASN. The worklist, and the status of the purchase order item or of the ASN determine the available actions. For example, you cannot cancel an already published ASN. After you perform an action, the status of the item may change, and therefore the item may disappear from the current worklist.

For information about which actions are available for which worklists, seePurchase Order Worklists and ASN Worklists.

Worklist Views

Two views are available for the majority of the worklists: the card view and the table view. For the ASN worklists, and for the Items Due for ASN Creation purchase order worklist, only the table view is available.

Card View

The card view offers a detailed view of the collaboration history of the purchase order item. A card represents an action performed on a purchase order item, such as a request, or a confirmation. The card also displays the confirmation cycle counter. In case of a confirmation that deviates from the request, the system highlights the deviating quantity or date. In case several schedule lines exist for a purchase order item, you can display them by placing your mouse cursor over the Multiple SLs link on the card.

You can also display administrative information, such as the date and user who performed the action.

Table View

When choosing the table view, you get a condensed view of the latest status of the information about an item (purchase order item or ASN). In the table view, history data is not available. The set of available actions is the same as in the card view.

Display Header Data and Details of an Item

You can display header-level data of a purchase order by placing the mouse cursor over a purchase order item number. By clicking a purchase order item number or an ASN number, you can display the details of the purchase order (with all purchase order items) or the ASN.

Selections

You use selections to narrow down the scope of data displayed. The same selections are available on the Home screen and in the worklists.

For more information, see Selections.

Filtering and Sorting Items in a Worklist

You can filter or sort the items in a worklist by several predefined filtering or sorting criteria. The worklist determines the set of available filtering or sorting criteria.

Unlike selections, a filter applies to a specific worklist during a logon (or until you change the filter), and you cannot save filters.

For example, if you set a filter on the Items to Confirm worklist, then you choose a different worklist or the Home screen, and later return to the Items to Confirm worklist, the filter still applies. In case you refresh the page, or log off the system, and log on later again, you get the unfiltered worklist.

You can also sort the items in a worklist by certain criteria. In the card view, choose the Sort Items button to set the required sorting. Selecting the same sorting criteria again toggles the direction of the sorting.

In the table view, click a column header to set the sorting.