The Requests scoreboard displays the total number of purchase request transactions. The count updates dynamically based on the filters applied to the grid.

The Requests grid includes:

• Document:
  • Document Number
  • Document Status Badge
    • Open, Closed, Deleted, Incomplete
• Department: Bill to Department Code and Name
• Created On: Date and Time transaction was created.
• Last Modified: Date and Time transaction was last modified.
• Required On: Date goods and services are required. 
• Requested: Quantity and unit of measurement requested.
• Price: 
  • Amount per Unit
  • Price Origin Badge 
• Line Amounts:
  • Quantity / Amount
  • Line Status Badge
    • Open, Closed, Deleted

Hidden by Default: 

• Supplier
• Created By

The Orders scoreboard displays the total number of purchase orders transactions. The count updates dynamically based on the filters applied to the grid.

The Orders grid includes:

• Document:
  • Document Number
  • Document Status Badge
    • Open, Closed, Deleted, Incomplete
• Supplier: Supplier Code and Name
• Department: Bill to Department Code and Name
• Created On: Date and Time transaction was created.
• Last Modified: Date and Time transaction was last modified.
• Required On: Date goods and services are required. 
• Ordered: Quantity and unit of measurement ordered.
• Price: 
  • Amount per Unit
  • Price Origin Badge 
• Line Amounts:
  • Quantity / Amount
  • Line Status Badge
    • Open, Closed, Deleted

Hidden by Default: 

• Created By

The Receipts scoreboard displays the total number of receipt transactions. The count updates dynamically based on the filters applied to the grid.

The Receipts grid includes:

• Document:
  • Document Number
  • Document Status Badge
    • Open, Closed, Deleted, Incomplete
• Supplier: Supplier Code and Name
• Department: Bill to Department Code and Name
• Created On: Date and Time transaction was created.
• Last Modified: Date and Time transaction was last modified.
• Required On: Date goods and services are required. 
• Received: Quantity and unit of measurement received.
• Price: 
  • Amount per Unit
  • Price Origin Badge 
• Line Amounts:
  • Quantity / Amount
  • Line Status Badge
    • Open, Closed, Deleted

Hidden by Default: 

• Created By

The Invoices scoreboard displays the total number of invoice transactions. The count updates dynamically based on the filters applied to the grid.

The Invoices grid includes:

• Document:
  • Document Number
  • Document Status Badge
    • Open, Closed, Deleted, Incomplete
• Supplier: Supplier Code and Name
• Department: Bill to Department Code and Name
• Created On: Date and Time transaction was created.
• Last Modified: Date and Time transaction was last modified.
• Required On: Date goods and services are required. 
• Invoiced: Quantity and unit of measurement invoiced.
• Price: 
  • Amount per Unit
  • Price Origin Badge 
• Line Amounts:
  • Quantity / Amount
  • Line Status Badge
    • Open, Closed, Deleted

Hidden by Default: 

• Created By

The Inventory scoreboard displays the total number of inventory request transactions. The count updates dynamically based on the filters applied to the grid.

The Invoices grid includes:

• Document:
  • Document Number
  • Document Status Badge
    • Open, Closed, Deleted, Incomplete
• Department: Bill to Department Code and Name
• Created On: Date and Time transaction was created.
• Last Modified: Date and Time transaction was last modified.
• Required On: Date goods and services are required. 
• Requested: Quantity and unit of measurement requested.
• Price: 
  • Amount per Unit
  • Price Origin Badge 
• Line Amounts:
  • Quantity / Amount
  • Line Status Badge
    • Open, Closed, Deleted

Hidden by Default: 

• Created By

The Item Editor Transaction tab includes a simple search that is available across all scoreboards.

• The Requests, Orders, Receipts, and Invoices scoreboards support searching by Document, Supplier, Department, and Created By.

• The Inventory scoreboard supports searching by Document, Department, and Created By.

The Item Editor Transaction tab includes an advanced search that is available across all scoreboards.

Use multi-select filters to refine your results by Document, Supplier, Department, Filter by Document Status, Created By, Created On, Modified On, Required On, and/or Unit of Measurement.

Note: Inventory Advanced Search does not include the Search Supplier single search option. 

For more details on using the Advanced Search Panel, click here. 

Document Status Filter

The Document Status filter allows you to narrow the grid results by the following options: Open, Closed, Deleted, Incomplete or All Status. 

By default, the scoreboard displays results for All Status. After you choose a filter option, the system saves your preference and automatically applies it the next time you access the scoreboard.

 

 

Created By Filter

Use the Created By filter to display grid results for transactions created by a specific user.

By default, the filter is set to Blank. When you select a created by user, the system saves your filter and automatically applies it the next time you access the scoreboard.

Note: The Created By column is hidden by default. Use the Column customization to add it to the grid at anytime. 

 

 

Created On Filter

Use the Created On filter dropdown to view documents by Today, Yesterday, This Week, Last Week, This Month, Last Month, All Time, or a custom Date Range.

By default, the scoreboard displays results for All Time. Once you choose a filter option, the system saves your preference and automatically applies it the next time you access the scoreboard.

How to Use the Date Range Filter:

The date range filter helps you narrow down results to a specific time period allowing you to only see the documents or data that matter to you.

How to Use the Date Range Filter:

1. Check the Date Range box to enable the filter.
2. Select your Start and End Dates from the calendar.
3. The system will automatically update the results to show only items within the selected date range.
4. To clear the selected dates and perform a new search, click the Refresh icon.
5. To view all results, choose All Time from the filter dropdown menu.

 

 

 

Modified On Filter

Use the Modified On filter dropdown to view documents by Today, Yesterday, This Week, Last Week, This Month, Last Month, All Time, or a custom Date Range.

By default, the scoreboard displays results for All Time. Once you choose a filter option, the system saves your preference and automatically applies it the next time you access the scoreboard.

How to Use the Date Range Filter:

The date range filter helps you narrow down results to a specific time period allowing you to only see the documents or data that matter to you.

How to Use the Date Range Filter:

1. Check the Date Range box to enable the filter.
2. Select your Start and End Dates from the calendar.
3. The system will automatically update the results to show only items within the selected date range.
4. To clear the selected dates and perform a new search, click the Refresh icon.
5. To view all results, choose All Time from the filter dropdown menu.

 

 

 

Required On Filter

Use the Required On filter dropdown to view documents by Today, Yesterday, This Week, Last Week, This Month, Last Month, All Time, or a custom Date Range.

By default, the scoreboard displays results for All Time. Once you choose a filter option, the system saves your preference and automatically applies it the next time you access the scoreboard.

How to Use the Date Range Filter:

The date range filter helps you narrow down results to a specific time period allowing you to only see the documents or data that matter to you.

How to Use the Date Range Filter:

1. Check the Date Range box to enable the filter.
2. Select your Start and End Dates from the calendar.
3. The system will automatically update the results to show only items within the selected date range.
4. To clear the selected dates and perform a new search, click the Refresh icon.
5. To view all results, choose All Time from the filter dropdown menu.

 

 

 

Order Unit of Measurement Filter

Use the Order Unit of Measurement filter to display grid results for transactions with a specific unit of measurement. 

By default, the filter is set to All Measurements. When you select a unit of measurement, the system saves your filter and automatically applies it the next time you access the scoreboard.

 

 

Search Status and Reset Icon

The Search Bar includes a Reset icon that serves as an indicator of an active search on the grid. When the icon appears highlighted red/active, it signifies that results are currently filtered either by a simple search or by filters applied through the advanced search panel.

Search criteria are preserved as you navigate between scoreboards and dashboards, so returning to a scoreboard will display results based on the active search.

To clear all applied filters and restore the default grid view, select the Reset icon. This action clears both simple and advanced search inputs, including any selections in the advanced panel.