Supplier Portal Dashboard
Use this screen/dashboard to see a snapshot of and/or update information regarding purchase orders (PO) issued by buyers to suppliers, as well as streamline communications between purchasing departments and their suppliers, vendors, and subcontractors.
The Supplier Portal dashboard has dashparts that will give suppliers and buyers a view of POs that require actions, as well as upcoming, late, or cancelled orders. From the dashparts, suppliers can click the PO hyperlink to access particular PO/PO line/delivery schedule line, and take the necessary action. Actions taken by suppliers are saved in a log to help trace the history of actions and notes entered, if needed.
Use the Manage Dashparts dialog box to configure what you want to view on a dashboard. Access the dialog box by clicking the Manage Dashparts link available on the upper-right corner of the dashboard.
Global Settings
Use the Global Settings to access the Select Dashboard Options in order to filter dashboard data based on the vendor email address.
Field | Description |
---|---|
Vendor Contact Email |
Enter, or click to select, the email address of the contact person for a specified vendor. |
Security |
The dashboard will only include information on POs (PO/delivery schedule lines) with buyers' organization ID authorized for the user, which is based on the organization security profile linked to the organization security group associated with the logged-in user ID. Once authorization has been established, the dashboard will display all PO lines regardless of rights to projects and organization permission at the Account distribution level. The data that displays on the individual dashparts depends on the purchase orders' vendor ID and should match the vendor ID on the company that the user is logged into. |
- Related Topics:
- Display the Supplier Portal Dashboard
You access the Supplier Portal Dashboard from the Materials domain. - Dashparts of the Supplier Portal Dashboard
Use the dashparts to view purchase orders (POs) that require actions, as well as upcoming, late, or cancelled orders. You can also click the hyperlinks to access drill-through applications and view particular PO/PO line/delivery schedule line. - Set Up Supplier Portal Email Notification
Set up the email alerts for suppliers whenever there are action changes related to the supplier portal information. - How to...
You use the same basic procedures in configuring and interacting with dashboards regardless of the dashboard you view. Unless noted otherwise, these procedures are applicable to all Costpoint dashboards.