The PO and order status screens are for locating and troubleshooting problematic POs and orders. You will be able to find an order that is pending approval past the usual amount of time and PO’s that have failed to send.
There are two ways to locate the PO and Order screens. Either click on the yellow icon in the top right of the page, near the logout button, or you can locate it from the order drop down. Problem orders and POs are both accessed on the same page. They are only separated by tabs.
From the icon
From the order drop down
Once you enter the screen, you will be presented with a list of problem orders or POs, depending on which tab you are on.
Here is an example of what the screen looks like:
Whats on the page?
Order number.
Create time of the order.
The date the order was sent for approval.
Next approver - For workflows, this will be the user that is next in the approval chain. For non-workflow orders this will be the “manager” of the user that created the order.
Facility name - the facility where the order was placed.
Actions - this column contains two action buttons
Poke next approver - this will send an email to the user that is next in the approval chain
View workflow - this will show you a diagram of the workflow and all of the users and “job titles” that are a part of it.
Info - this will expand the problem order and display additional details such as vendors, the time the order was last modified, and the category of the order.