Resolving purchase order exceptions

After an exception is flagged, you can access the exception details, which explains the issue and provides context about the purchase order line impacted. As the assigned Operational Buyer, you can collaborate with internal stakeholders and the supplier to help resolve the issue.

You can collaborate with internal stakeholders and the supplier to help resolve the issue. This collaborative process not only expedites the resolution of the order issue but also ensures all the work can be tracked, audited, and reported. Automated approval routing and notifications streamline the update process, integrating with Enterprise Resource Planning (ERP) systems on completion.

• Update a purchase order to accept supplier changes
  After an exception is assigned to you, check the impacted purchase order and accept the supplier suggested changes.
• Update a purchase order to revise supplier suggested changes
  After a purchase order exception is assigned to you, update the impacted purchase order by proposing changes that differ from the supplier’s suggestions.
• Find alternative suppliers
  If a supplier's inability to fulfill an order creates a shortfall, find an alternative supplier. Review open orders with other suppliers for the same material at the required location. You can then request for expedited delivery or increased quantities.
• Confirm a resolution for a purchase order exception
  Confirm a resolution for a purchase order exception. You can close the purchase order exception when all necessary actions are complete.
• Reassign a purchase order exception
  Reassign an open purchase order exception to another operational buyer or team member when the original assignee is unavailable, lacks the necessary authority, or when workload balancing is required. This ensures exceptions continue progressing toward resolution without delays.
• Change priority level of a purchase order exception
  Adjust the priority level of a purchase order exception manually to reflect its urgency and business impact. This capability allows procurement teams to manage exceptions effectively by ensuring high-impact disruptions receive immediate attention while lower-risk issues are handled in appropriate sequence.
• Cancel a purchase order exception
  Cancel a purchase order exception that is incorrectly filled or no longer required.
• Create and assign a purchase order exception task
  Create tasks associated with purchase order exceptions and assign it to an operational buyer or collaborator. You can track the task status from the purchase order exception.
• Work on a purchase order exception task
  View a purchase order exception task record to take action on your assigned task.
• Create a supplier escalation case from a purchase order exception
  Create a supplier escalation case from the purchase order exception record to engage procurement team members and resolve supplier issues faster.

関連概念

• Reporting delivery plan issues

関連タスク

• Create purchase order exception from Universal Request