Contents of the Load Supplier Portal Last Action Screen

Use the fields and options to configure the Load Supplier Portal Last Action screen.

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field	Description
Parameter ID	Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY. When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query. You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.
Description	Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Selection Ranges

Use this group box to specify the ranges for PO, buyer, vendor, order date, project, and organization that you want to load.

Field	Description
Purchase Order	From the drop-down list, select a range option for the PO. The available options are: All: Select this option to include all available records. The Start and End fields are disabled for this option. One: Select this option to include only one record. You must enter the starting item in the Start field. The End field is disabled for this option. Range: Select this option to include a contiguous range of records. You must enter the beginning value for the range in the Start field and the ending value of the range in the End field. From Beginning: Select this option to include all the records from the beginning of the available records to a specific record in the range. You must enter the last value for the range in the End field. The Start field is disabled for this option. To End: Select this option to include all the records from a specific record to the end of all the available records. You must enter the value from which the range should begin in the Start field. The End field is disabled for this option.
Start	Enter, or click to select, the starting record when this field is enabled. You can also enter, or click to select, the PO release number, if applicable, in the Releasefield. The Start field and the unlabeled field are enabled only if you select One, Range, or To End in the Option drop-down list. These fields are disabled if you selected All in the Option drop-down list.
End	Enter, or click to select, the ending record when this field is enabled. You can also enter, or click to select, the revision number of the item, if applicable, in the Release field. The End field and the Release field are enabled only if you select Range or From Beginning in the Option drop-down list.
Buyer	From the drop-down list, select a range option for the buyer. The available options are: All: Select this option to include all available records. The Start and End fields are disabled for this option. One: Select this option to include only one record. You must enter the starting item in the Start field. The End field is disabled for this option. Range: Select this option to include a contiguous range of records. You must enter the beginning value for the range in the Start field and the ending value of the range in the End field. From Beginning: Select this option to include all the records from the beginning of the available records to a specific record in the range. You must enter the last value for the range in the End field. The Start field is disabled for this option. To End: Select this option to include all the records from a specific record to the end of all the available records. You must enter the value from which the range should begin in the Start field. The End field is disabled for this option.
Start	Enter, or click to select, the starting buyer record, when this field is enabled. The Start field is enabled only if you select One, Range, or To End in the Option drop-down list. These fields are disabled if you selected All in the Option drop-down list.
End	Enter, or click to select, the ending buyer record when this field is enabled. The End field is enabled only if you select Range or From Beginning in the Option drop-down list.
Vendor	From the drop-down list, select a range option for the vendor. The available options are: All: Select this option to include all available records. The Start and End fields are disabled for this option. One: Select this option to include only one record. You must enter the starting item in the Start field. The End field is disabled for this option. Range: Select this option to include a contiguous range of records. You must enter the beginning value for the range in the Start field and the ending value of the range in the End field. From Beginning: Select this option to include all the records from the beginning of the available records to a specific record in the range. You must enter the last value for the range in the End field. The Start field is disabled for this option. To End: Select this option to include all the records from a specific record to the end of all the available records. You must enter the value from which the range should begin in the Start field. The End field is disabled for this option.
Start	Enter, or click to select, the starting vendor record, when this field is enabled. The Start field is enabled only if you select One, Range, or To End in the Option drop-down list. These fields are disabled if you selected All in the Option drop-down list.
End	Enter, or click to select, the ending vendor record when this field is enabled. The End field is enabled only if you select Range or From Beginning in the Option drop-down list.
Order Date	From the drop-down list, select a range option for the order date. The available options are: All: Select this option to include all available records. The Start and End fields are disabled for this option. One: Select this option to include only one record. You must enter the starting item in the Start field. The End field is disabled for this option. Range: Select this option to include a contiguous range of records. You must enter the beginning value for the range in the Start field and the ending value of the range in the End field. From Beginning: Select this option to include all the records from the beginning of the available records to a specific record in the range. You must enter the last value for the range in the End field. The Start field is disabled for this option. To End: Select this option to include all the records from a specific record to the end of all the available records. You must enter the value from which the range should begin in the Start field. The End field is disabled for this option.
Start	Enter, or click to select, the starting order date, when this field is enabled. The Start field is enabled only if you select One, Range, or To End in the Option drop-down list. These fields are disabled if you selected All in the Option drop-down list.
End	Enter, or click to select, the ending order date when this field is enabled. The End field is enabled only if you select Range or From Beginning in the Option drop-down list.
Project	From the drop-down list, select a range option for the project. The available options are: All: Select this option to include all available records. The Start and End fields are disabled for this option. One: Select this option to include only one record. You must enter the starting item in the Start field. The End field is disabled for this option. Range: Select this option to include a contiguous range of records. You must enter the beginning value for the range in the Start field and the ending value of the range in the End field. From Beginning: Select this option to include all the records from the beginning of the available records to a specific record in the range. You must enter the last value for the range in the End field. The Start field is disabled for this option. To End: Select this option to include all the records from a specific record to the end of all the available records. You must enter the value from which the range should begin in the Start field. The End field is disabled for this option.
Start	Enter, or click to select, the starting project record, when this field is enabled. The Start field is enabled only if you select One, Range, or To End in the Option drop-down list. These fields are disabled if you selected All in the Option drop-down list.
End	Enter, or click to select, the ending project record when this field is enabled. The End field is enabled only if you select Range or From Beginning in the Option drop-down list.
Organization	From the drop-down list, select a range option for the organization. The available options are: All: Select this option to include all available records. The Start and End fields are disabled for this option. One: Select this option to include only one record. You must enter the starting item in the Start field. The End field is disabled for this option. Range: Select this option to include a contiguous range of records. You must enter the beginning value for the range in the Start field and the ending value of the range in the End field. From Beginning: Select this option to include all the records from the beginning of the available records to a specific record in the range. You must enter the last value for the range in the End field. The Start field is disabled for this option. To End: Select this option to include all the records from a specific record to the end of all the available records. You must enter the value from which the range should begin in the Start field. The End field is disabled for this option.
Start	Enter, or click to select, the starting organization record, when this field is enabled. The Start field is enabled only if you select One, Range, or To End in the Option drop-down list. These fields are disabled if you selected All in the Option drop-down list.
End	Enter, or click to select, the ending organization record when this field is enabled. The End field is enabled only if you select Range or From Beginning in the Option drop-down list.

Options

Include PO Line Status

Field	Description
Open	This check defaults to selected. Clear this check box to include POs with Open status.
Closed	This check defaults to selected. Clear this check box to include POs with Closed status.
System Closed	This check defaults to selected. Clear this check box to include POs with System Closed status.

Include PO Type

Field	Description
Purchase Order	This check defaults to selected. Clear this check box to exclude standard POs within the specified range.
Blanket Order	This check defaults to selected. Clear this check box to exclude blanket POs within the specified range.
Release Order	This check defaults to selected. Clear this check box to exclude release orders within the specified range.
Subcontract Retainage PO	This check defaults to selected. Clear this check box to exclude subcontract retainage POs within the specified range.
GFM/GFE Order	This check defaults to selected. Clear this check box to exclude GFM/GFE orders within the specified range.
Subcontractor Agreement	This check defaults to selected. Clear this check box to exclude subcontractor agreement POs within the specified range.
Subcontractor Agreement Blanket	This check defaults to selected. Clear this check box to exclude subcontractor agreement blanket POs within the specified range.
Subcontractor Agreement Release	This check defaults to selected. Clear this check box to exclude subcontractor agreement release POs within the specified range.

Last Action

Use this group box to load the Last Action value.

Field	Description
Accepted by Supplier	This is the default option as the last action value to load. This loads all delivery schedule, change order, and change order delivery schedule rows with Accepted by Supplier as the last action.
Pre-existing Record	Select this option to load all pre-existing PO lines, delivery schedule, change order, and change order delivery schedule.