Action Required Dashboard

Table of Contents

Overview

The exceptions dashboard has a list of items that need attention.  The Action column indicates the action required.

1. Quotes that have a TBA line
2. Sales orders that have a TBA line
3. Purchase orders that need to be raised in next 9 days
4. Purchase orders that have been received or counted but not invoiced
5. Fabrications that need final approval or information in next 9 days
6. Customer deliveries that cannot meet planned delivery dates (late purchase orders)

Right click on any item in the dashboard to find the options available

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