Action Required Dashboard

Table of Contents

Overview

The exceptions dashboard has a list of items that need attention in the next 7 days.  The Action column indicates the action required.

1. Quotes that have a TBA line
2. Sales orders that have a TBA line

   1. Order lines with a status of TBC will NOT be considered in demand or re-ordering

3. Purchase orders that need to be raised
4. Purchase orders that have been received or counted but not invoiced
5. Fabrications that need final approval or information
6. Fabrications that cannot meet the required delivery date
   

   1. Fabrication Order Required by date is derived from event pickup date, event date, order line ETA or order expected delivery date if any and is read only.

7. Customer deliveries that cannot meet planned delivery dates (late purchase orders)

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

Related articles