Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Buyer Dashboard

Use this screen to view and/or update information regarding purchase orders (PO).

The Buyer Dashboard has dashparts that will give buyers a view of POs that require their actions. From the dashboard, buyers can use the hyperlink to access a particular PO/line/delivery schedule line, and take the necessary action. For example, the buyer can accept the quantity and due date changes proposed by the supplier. Buyers can also add notes, via this portal, to communicate with the supplier. In addition, buyers can update PO line information manually or via an action type for certain changes that have been accepted by the supplier. Security validation based on the authorized organization for the logged-in user applies to this screen.

To configure what you want to view on a dashboard, see the Manage Dashparts topic.

The screen opens to a dashboard with several dashparts that display POs based on the following conditions:
  • PO company matches that of the logged-in user.
  • PO buyer ID matches that of the logged-in user.
  • PO authorized for the buyer according to organization security setting.
  • PO line/delivery line action is not blank.
  • PO line status is Open.

From the dashboard, buyers can use the hyperlink to access a particular PO/line/delivery schedule line, and take the necessary action. For example, the buyer can accept the quantity and due date changes proposed by the supplier.

Buyers can also add notes, via this portal, to communicate with the supplier. In addition, buyers can update PO line information manually or via an action type for certain changes that have been accepted by the supplier.