Overview of Purchase Order Dashboard
In this guide, we will explore the Purchase Order Dashboard, which falls under the Purchasing module. We will provide a detailed overview of all the infolets available on the Purchase Order Dashboard, and we will also explore other available functions. Please follow the detailed steps to access the Purchase Order Dashboard and utilize it efficiently.
After logging on to Oracle Fusion, navigate to the Procurement tab and click on the Purchase Orders infolet.
In the Overview section of Purchase Orders, you will find many infolets available. An infolet is a self-contained, interactive, box-shaped container used to display information using text and charts. An infolet provides you with a basic overview of a process, and you can drill down for further information if needed.
The Orders Requiring Attention infolet will provide information on purchase orders that have failed submission, with invoice holds, and are rejected. You can drill it down further if required by clicking on the infolet.
The Orders in Process infolet will provide you information about the purchase orders that are processing and are in different statuses such as pending approval, pending acknowledgment, change order pending approval, and change order pending acknowledgment.
In the Recent Activity infolet, you will be able to see purchase orders that you have accessed recently.
In the Requisitions Lines infolet, you will be able to see the requisition lines that are stuck due to some reason and require your attention.
In the Change Requests infolet, you will be able to see those purchase orders on which changes are created and those change orders require your attention and action.
In the Incomplete Infolet, you will be able to see Purchase Orders and Change Orders that are in incomplete status.
In the Open Schedules infolet, you will be able to see all the active orders that are in different statuses such as open, closed for receiving, closed for invoicing, and on hold.
In the Orders Pending Acknowledgment infolet, you will be able to track the orders that are pending and past due for acknowledgment from the supplier.
In the Aging Requisition Lines infolet, you will be able to track the requisition lines that are pending processing with the aging of the line.
Click on tasks icon to access all the tasks related to purchasing for purchase orders.
In the Search, you will be able to access the purchasing documents directly such as requisitions, purchase orders, and agreements. Also, you can search for suppliers.
In the Recent Documents, you will be able to access purchasing documents which you have accessed recently.
In Reports and Analytics, you will have direct links available to you of purchasing reports for quick access.
The guide covered a detailed introduction to all the infolets which are available in the overview section of the purchase order work area. Also, we have seen the tasks which are available in the dashboard for further actions.