Reminders on outstanding requests

Handle and view changes on Purchase Order Lines
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The "Whys" focus on how your business needs can be supported with the erp-solution. The topic is visualized - not demonstrated. The Whys This video includes functionality from the app "Purchase Order Management" which is available at Microsoft AppSource. Click to visit AppSource. Purchase Order Management

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Presenter: Jesper Nielsen, Head of Onboarding

When looking upon the open purchase orders or the open purchase quotes, it can be difficult to get an overview on what’s on request and have we sent reminders to any of our vendors.

In the purchase management journal, we have the list of all outstanding requests. That means all lines that we need an answer from our vendors on. And furthermore, we do have the date the request was sent. I can see that I already sent reminders to some of my vendors on some of the lines. And actually I’m able to, in a batch, to send new reminders to the vendors on the lines that haven’t answered. So it could be I would like to set a filter on the date I sent the request. And actually I want the filter to be all the requests that are older than one week ago. So what I can see is that I have two new order lines that were sent more than a week ago. And actually some of my other lines I’ve already sent reminders to my vendors. So now I will just in one batch send reminders to the vendors once again for some of the lines and a first reminder to two of the lines.

So now we create reminders to the vendors. And you can see the reminders are on different language based on the language code on the vendor. And the reminder list are now updated so I can now see that I have reminder 1, 2 and 3 sent to these vendors. So that’s overview of all outstanding lines we have and all the reminders that we have sent to our vendors.