Purchase Operations Hub

Purchase Operations hub

Select the “Purchase Operations Hub” activity under the “Purchase Operations” business component.

The “Purchase Operations Hub” page appears.

Click on the icon.

The “Manage Screen Defaults and Preferences” page appears.

This screen identifies the parameters which govern the data displayed in the “Purchase Operations” Hub facilitating the user to set the Preference for a given User-Role-User Interface combination.

Refer to the “Manage Screen Defaults and Preferences –Online Help” for more details.

Select one of the following radio buttons in the “Easy Launch” section:

My Buyer Group	This radio button is defaulted, if the employee code mapped to the login user is defined in any Buyer Group with the Buyer Type as 'Primary' in the “Create Buyer Group” activity of the “Buyer Group” business component.
All Buyer Groups	This radio button is defaulted, if employee code is not available in any Buyer Group or if Buyer Type is not available as Primary in any of the Buyer Group.

To quickly launch a document

Select one of the following radio buttons:

Create	Select this radio button to create a document.
Edit	Select this radio button to open an already existing document.
View	Select this radio button to view the already existing document.
	Use the drop-down list box to select the document. The system lists the values ‘Purchase Order’, ‘Purchase Request’, ‘Quotation’, ‘Release Slip’ and ‘Request for Quotation’. The system displays the value ‘Purchase Order’, by default on launch of the page. In the editable field alongside, enter the value based on the first drop-down list box selected.

Click the “Go” pushbutton to retrieve the document details.

The system displays the following tiles. The ‘All’ tile is selected by default, on launch of the page.

All	Select this tile to retrieve all the pending documents.
AOG	Select this tile to retrieve the documents whose priority is AOG.
Overdue	Select this tile to retrieve the documents whose Need Date of the parts is earlier than the current system date.
<1 week	Select this tile to retrieve the documents whose Need Date of the parts falls within a week’s period from the current server date.
>1 week	Select this tile to retrieve the documents whose Need Date of the parts falls after a week’s period from the current server date.

Tree Interface:

The Tree Interface displays the root nodes, the parent nodes and the child nodes along with their respective document counts.

Note: By default the system displays the root and parent nodes.

Click the icon to collapse all the parent and Child Nodes.
Click the icon to expand all the parent and Child nodes.
Enter the search file and click the icon to search the respective document.
Click the icon to filter the required document.

The system performs the following:

Does not display the details of the child node if the total count of documents is zero.

Note: The system does not display the parent node if there is no document belonging to it.

Considers only those documents which are created by the login user if “Specific documents created by user” is specified for the option “Applicable Documents” in the Defaults & Preference multiline in the “User Preferences” page.
Click the icon against the Parent Node to view the child node information. The system displays all the corresponding documents mapped to the Parent Node as per the “User Preference” page in the multiline.
Select a Child Node. The system displays all the corresponding documents in that status based on the settings in the User Preference page.

Document Status wise Tree Display:

The child nodes for the Pending Requests are:

PR pending PO
Quotation pending PO
RFQ pending Quotation

Document Status wise Tree Display Pending Requests –Sub Nodes Logic

Document Status wise Tree Display:

The child nodes for the Inprogress are:

RFQ
Quotation Inprogress
Quotation to be authorized
PO Inprogress
PO to be authorized
RS Inprogress
RS to be authorized

Document Status wise Tree Display Inprogress–Sub Nodes Logic

Document Status wise Tree Display:

The child nodes for the To process are:

Receipt Due
Quarantined Receipts
Invoice pending with Buyer
Issue Due

Document Status wise Tree Display To Process–Sub Nodes Logic

Viewing document details

Select the Document Type from the Tree Structure.

All/ AOG/ Overdue/ <1 week/ >1 week	Use the drop-down list box to select the type of the documents. The system lists all the document statuses.
	Use the drop-down list box and select the value based on which the documents are to be retrieved. The system lists the values based on the option selected in the previous drop-down list box.
	In the editable box provided alongside, enter the value corresponding to the item selected.

Click the “Go” pushbutton to retrieve the document details.

The system displays the following fields in the multiline:

Document #	The identification number of the document. Click the hyperlinked Document # to retrieve the document details and part details. Note: The total value of the purchase order is displayed as the sum of PO basic value, the additional charges and the additional cost (for all the Line #/Part # combination).
Supplier Name	The name of the supplier.
Priority	The priority code of the document.
Need Date	The need date of the parts.
Status	The status of the document.
Age	The difference between the created date of the document and current date.

The system displays the following fields in the “Doc. Details” group box:

Buyer Group	The buyer group saved in the document.
Document #	The identification number of the document.
Date	The date on which the document is raised.
Status	The status of the document.
Type	The type of the document.
Supplier #	The code identifying the supplier of the parts.
Supplier Name	The name of the Supplier.
Value	The value of the document.

The system displays the following fields in the “Part Details” group box:

Part #	The number identifying the part for which the document is raised.
Description	The textual description of the part.
Qty	The number of units of the part. For example, if Requested Quantity in a PR line is 5 EA and 3 EA is already covered in PO, then Quantity displayed should be 2 EA.
Cost	The cost of the part. For example, if Requested Quantity in a PR line is 5 EA and 3 EA is already covered in PO and PR Value is 500 CAD, then Cost displayed should be 200 CAD.
CND	The condition of the part.
Need Date	The need date of the part.
Warehouse #	The warehouse number to which the ordered parts must be shipped by the supplier.

To proceed, carry out the following:

Action Links:

This section comprises of the next possible action links for a given document based upon the Next Action displayed in the Next Action column of the Document Preview Panel.

Quick Links:

This section comprises of links to all the possible routine activities of a Line Base Personnel. This section is populated on the launch of the Hub.