Purchase Order Summary Dashboard
The Purchase Order Summary Dashboard provides an overview of the purchase order record.
The purchase order record can be accessed from the purchase order summary dashboard by clicking Actions > Edit on the right side.
Dashlets
1. PO Details
1. The PO reference number is shown at the top of the dashlet.
2. The name of the supplier.
3. The supplier's identifier is shown here.
4. The Supplier's address is shown here.
5. The name of the buyer on the PO is shown here.
6. The name of the supplier site is shown here.
7. The name of the carrier is shown here.
8. The name of the entity who arranged the carrier is shown here.
Note: Depending on how the Purchase Order has been configured not all the fields may display data e.g., the use of a carrier may not be used and therefore won't show the details here.
2. PO Management
1. The time at which the first item inspection record started (inspection record details stage was saved and submitted).
2. The time at which the last item inspection record was completed.
3. The time it took for the inspection to be completed (duration between start and finish time).
4. The date the order was placed (as defined in the purchase order details stage).
5. The result of the last purchase order for the supplier e.g. Accepted or Rejected.
6. The name of the purchase order reviewer.
7. The location assigned to the purchase order e.g., the door the delivery was assigned to for unloading.
8. The date and time the purchase order was placed into Safefood360.
3. PO Status
1. The status of the purchase Order e.g. Completed, In Progress, etc. The purchase order status model contains all the status options that can be assigned to a PO and it is the specific status currently assigned to the PO which is displayed here.
2. The result of the purchase order e.g. Accepted, Rejected etc.
3. The number of claims raised from within the item inspections records for the purchase order.
4. The number of overrides raised from within item inspection records for the purchase order.
5. The trailer number for the delivery.
6. The date and time the trailer was received in.
7. The date and time the trailer was released out.
8. The date and time the delivery was scheduled to arrive.
9. The date and time the delivery actually arrived.
10. The name of the person who received the delivery in.
11. The name of the person who checked out the delivery.
Grids
1. PO Item Details
The grid displays the items (materials) listed on the PO.
1. Click the View button to access the item inspection record for the item.
2. Click along the item row to highlight the item listed or multiple items.
3. After highlighting an item(s) click the Actions button to assign an inspector, reviewer, status, or result to the inspection record if required.
2. PO Item Overrides
The grid will display details on overrides raised from the inspection records for the PO.
1. Click the View button to access the override record.
The overrides for the purchase order will also be found in the tab called Overrides.
3. PO Item Claims
The grid will display details on claims raised from the inspection records for the PO.
1. Click the View button to access the claim record.
The claims for the purchase order will also be found in the tab called Claims.
