POM landing page
Summarize
Summary of POM Landing Page
The Purchase Order Management (POM) landing page is designed for operational buyers to efficiently manage purchase order exceptions and tasks. Accessible via Workspaces > Source-to-Pay Workspace, this page provides a snapshot of assigned exceptions and tasks, allowing for quick action to resolve issues.
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Key Features
- Purchase Order Insights: View up to four high-priority exceptions, including details like exception subtype, product model, impacted purchase order number, and elapsed time since creation. A "View Details" option allows for deeper insight.
- Open Exceptions: A stacked bar chart displays all open exceptions, color-coded by priority, with the ability to view a complete list by selecting specific bars.
- Incoming Tasks Widget: This section lists the most recent purchase order exception tasks, sorted by recency, providing details on the task type and actions required.
- 30-Day Task Trend: Visualize all tasks from the last month with an option to view detailed records.
- New Activity Today: Displays new exceptions and tasks created in the last 24 hours, with links to view specific lists.
- Activity Overview: Summarizes new exceptions, in-progress exceptions, and total tasks assigned to the user, each with links for detailed views.
Key Outcomes
By utilizing the POM landing page, operational buyers can streamline their workflow, prioritize tasks effectively, and ensure timely resolution of purchase order exceptions. The organized layout and real-time updates enhance visibility into ongoing activities and facilitate prompt decision-making.
As an operational buyer, use the Purchase Order Management (POM) landing page to view a snapshot of your assigned purchase exceptions and tasks and take actions to resolve them.
Open the Purchase Order Management landing page by navigating to . Select the Purchase order management tab.
When you open the Purchase Order Management, the home page is displayed by default. If you navigate away from the home page, you can select the home icon (
) to return to the home page.
Landing page view for an Operational Buyer
The following information is displayed on the landing page when you log in to the workspace with the Operational Buyer (sn_poem_core.operational_buyer) role.
| Title | Type | Description |
|---|---|---|
| Purchase order insights | ||
| Top exceptions | Widget |
View the exceptions that are assigned to you,sorted by priority and creation date. Up to four open exceptions are displayed in this section sorted by priority and creation, with exception sub-type, product model, impacted purchase order number, priority, and time lapsed since creation. Select View Details to view the purchase order exception details. |
| Open exceptions | Stacked bar chart |
View all open exceptions sorted and color coded by priority. Point to a bar area to view the number of exceptions that fall within that priority. Select a bar area to view the complete list of records of that priority. Select View all exceptions to view the complete list of open exceptions assigned to you. |
| Incoming tasks | Widget |
View the most recent purchase order exception tasks assigned to you. Tasks include purchase requisitions of type revision and approvals. Up to four tasks are displayed in this section sorted by recency, with recent items shown first. You can view the task type, action to be taken, affected purchase order number, and time elapsed since task creation. Select View task to view the task record. |
| All tasks for the last month | Trend line chart | View all your tasks over the last 30 days. Select the tasks count link in the chart to view all assigned exception tasks. |
| New activity today | Widget |
View the count of new purchase order exceptions and purchase order exception tasks that were created and assigned to you in the last 24 hours. You can see up to five most recent exceptions and tasks. Select an exceptions number link to view a list of exceptions. Select the new tasks number link to view the exception tasks assigned to you. Select the Purchase order exception task to view PO exception task. Select the Purchase order revision requests to view PO revisions. Select the Purchase order revision approvals to view PO revision approval tasks. |
| Activity overview | ||
| All new exceptions | Widget | Displays the number of all new exceptions that are assigned to you. Select the exceptions count link to view the list. |
| All exceptions in progress | Widget | Displays the number of all in progress exceptions that are assigned to you. Select the exceptions count link to view the list. |
| All tasks | Widget | Displays the number of all exception tasks that are assigned to you. Select the exception tasks count link to view the list. |