Supply Planning > Workflow > Action > Procurement Page
Procurement Page
View Field DefinitionsView Access SettingsAdd or Edit a RecordView Common Functions
The Procurement page is where you can manage procurement orders that Servigistics recommends so that parts are ordered for procurement locations.
These are the actions you can perform on this page:
Action
Description
Click this button to return to the Planner 360° page.
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This button is visible only when the page was opened from the Planner 360° page.
Selected / All / Full
Select an option for Approving or Disapproving orders:
Option
Description
Selected
Approve or disapprove only the selected record.
All
Approve or disapprove all records that are loaded on the page.
Full
Approve or disapprove all records, including the ones that are not displayed on the page.
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This availability of this option is driven by global settings View Access Settings for details.
Use caution when selecting Full, as the operation cannot be reverted once it is applied.
Click this button to approve the selected orders.
Click this button to disapprove the changes to the selected orders.
Manage
Select one or more orders and click this button to display the list of actions you can take on the selected orders. Valid options are:
Action
Description
Cancel
Select this option to cancel the selected order
Lock Selected Orders
Select this option to lock the selected order
Unlock Selected Orders
Select this option to unlock the selected order
Set Selected orders On Hold Until Date of
Select this option and specify a hold until date to hold the selected order
Remove On Hold Until Date for Selected Orders
Select this option to remove the hold on the selected order
Upload Data to Internal System
Select this option to upload orders to the host system
Filter
Click this button to display the filters you can apply to the page:
Filter
Action
On Hold State
Filters orders based on hold status. Set to one of the following options:
• Show All — This option shows on hold orders, orders that are not on hold, and on hold orders that expired
• Show On Hold — Select to show on hold orders. This option shows only orders that are on hold
• Hide On Hold — Select to hide orders that are on hold, thereby showing only that are not on hold.
• Show Expired On Hold — Select this option to show only orders with an On Hold Until Date that has expired.
Date Type
This filter is used with the Date Range filter. Select a date type from the dropdown list to filter by the related date fields. The dates are evaluated in the following order by Date Type:
Date Type
Associated Date Fields
Ordered
Recommended Order Date
Actual Order Date
Effective Order Date
On Hold Order Date
Planned Order Date
Shipped
Recommended Ship Date
Actual Ship Date
Effective Ship Date
On Hold Ship Date
Planned Ship Date
Received
Recommended Receive Date
Actual Receive Date
Effective Receive Date
On Hold Receive Date
Planned Receive Date
Avail
Recommended Available Date
Actual Available Date
Effective Available Date
On Hold Available Date
Planned Available Date
For example:
• Date Type = Ordered
• Date Range = Last 60 Days
The records are evaluated and displayed in this order:
• Display records where the Recommended Order Date is within the Date Range
◦ If the Recommended Order Date is blank then display records where the Actual Order Date is within the Date Range
▪ If the Actual Order Date is blank then display records where the Effective Order Date is within the Date Range
▪ If the Effective Order Date is blank then display records where the On Hold Order Date is within the Date Range
▪ If the On Hold Order Date is blank then display records where the Planned Order Date is within the Date Range
Date Range
Select a date range to limit the display to only records that match the date range selection. Valid options are:
• None — All records are displayed in the listing.
• Today
• Last 365 Days
• Next 7 Days
• Next 30 Days
• Next 60 Days
• Next 90 Days
• Next 365 Days
• Custom — Select this option to display the beginning date and ending date selectors. Specify the beginning and ending dates to define the date range.
Include Children
Select this checkbox to view child locations for the selected location. The state of this checkbox remains on the page for the current session, even when you leave the page and return to it. It is also retained on the page in the subsequent sessions, even when you terminate the current session and log in to the application again.
Action Button
Click this button next to a row to display a dropdown list of related pages. Select a page to display that page. Options are:
• Dashboard View – Opens the Plan tab of the Interactive Planner Worksheet in a pop-up window
• Interactive Planner Worksheet – Opens the Plan tab of the Interactive Planner Worksheet
• Create Alert – Opens the New Alert pop-up window
• Journal – Opens the New Journal page.
• Review Board – Opens the Order Plan tab of the Review Board in a pop-up window
Part Number
Click a part number to open the tab of the Part Properties page for the selected part.
Inline Edit
Enter a value in an edit box and tab to the next cell. Click to save all changes made using inline editing.
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