The worksheet document section offers a detailed view of the completed worksheet, including scoreboards for ordered, received, deliveries, and work history. The system provides the flexibility to select and display the columns that best suit your needs.
Accessing the Received Worksheet Document
Double-Click
The user can access the worksheet document by navigating to the worksheet scoreboard and double-clicking the desired PO.
Worksheet Document Header
Worksheet Document Header
The worksheet documentation header expanded displayed information including:
- Department Name
- Status
- Document Number
- Expand(+)/Collapse(-)
- Required Date
- Supplier
- Buyer
- Internal Reference #
- Notes
Closed Short Shipment
Closed Short Shipment
How does the closed short shipment setting effect what you see on the worksheet inquiry scoreboard?
If the closed short shipment setting is set to YES - the yellow shorted status goes to green (closed)
If the closed short shipment setting is set to NO - the yellow shorted status goes to blue (open) / expecting to receive a second delivery for the item shorted.
Column Customization
Column Customization
Within any worksheet scoreboard, users can customize the columns they wish to display based on their preferences. To do so, click the three dots in the detail window, select 'Columns,' choose the desired metrics to display, and then click 'Apply.'
Ordered Scoreboard
Ordered Scoreboard
The worksheet documentation ordered scoreboard window shows the items ordered, price, amount and the ability to print labels or view item maintenance.
The ordered scoreboard displays:
- Document Total $$ (Ordered)
- When it was Ordered
- How many items are open (blue)
- How many items are closed (green)
Filter by Department
Allows the user to filter the ordered items by either all departments that placed the orders or by a specific department.
Print Labels
Users can click on "Print Labels" to choose the type of label they want to print: inventory, retail, lot label or HACCP.
NOTE: Print label options vary based on the property.
Each print label option provides distinct attribute printing capabilities.
- Inventory: Warehouse-related attributes include Storage Location, Shelf, and Carry Price.
- Retail: Attributes related to selling items include SKUs, prices, UPCs, color, size, style, and brand.
- Lot Label: Attributes related to the specific receipt of an item by the company include Date Received, Receipt Number, PO Number, and others.
- HACCP: Attributes including nutritional labels, allergens, temperature checks, and other critical control factors.
Search Here
Ability to perform smart contextual searching including:
- Product Number
- Product Name
- Price/Order Unit
- Status
- Price Origin
Ordered Products
The ordered items are arranged by product number, with details including the item number, item name, and item details. To see the item highlights, click on the product.
Item Highlights
Users can view the item highlights in the product column by clicking on either the product number or description.
The item highlight includes:
- Item header with image, status, item number, item name, unit breakdown and the add to favorite feature.
- Locations
- Suppliers
- UPC
- On Hand
- On Order
- Back Order
- Due with the ability to select Today, Overdue or Tomorrow
- Ready to Pick
- Average Usage with the ability to select Daily, Weekly, Monthly or Yearly
On Order
- Open quantity on PO when the receiving was started.
- Color coordinated by
- Shorted
- Not Shipped
- Closed
Price
- Price per Unit - Color coordinated by price retrieval
-
YELLOW
- Previous Price
-
BLUE
- Contract Pricing
- Prime Supplier
- Bid Selection
-
GREEN
- Low Bid
- Inventory Pricing
- Prc_Ex
- RFQ Pricing
-
RED
- Manual Entry
- Zero Cost
- Not Found
Amount
- Total Dollar Amount
- Color coordinated by
- Open
- Matched
Actions
There are 3 actions available per line item: print label & view item.
Create Task
- Create a Task from the worksheet by selecting a task type from the dropdown.
- Required: Summary
- Optional: Additional Request Information, Priority, Assign to, Attachments.
Print Label
- Print label options vary based on the property.
- Print Label per Item gives users the ability to view the label before printing.
View Item
- Directs user to ITM
Received Scoreboard
Received Scoreboard
The worksheet documentation received scoreboard window shows the items ordered, received, price and the ability to print labels or view item maintenance.
The received scoreboard displays:
- Document Total $$ (Received)
- When it was Received
- How many items are Matched (green)
- How many items are Shorted (yellow)
- How many items are Not Shipped (red)
Filter by Department
Allows the user to filter the received items by either all departments that are receiving the product or by a specific department.
Print Labels
Users can click on "Print Labels" to choose the type of label they want to print: inventory, retail, lot label or HACCP.
NOTE: Print label options vary based on the property.
Each print label option provides distinct attribute printing capabilities.
- Inventory: Warehouse-related attributes include Storage Location, Shelf, and Carry Price.
- Retail: Attributes related to selling items include SKUs, prices, UPCs, color, size, style, and brand.
- Lot Label: Attributes related to the specific receipt of an item by the company include Date Received, Receipt Number, PO Number, and others.
- HACCP: Attributes including nutritional labels, allergens, temperature checks, and other critical control factors.
Search Here
Ability to perform smart contextual searching including:
- Product Number
- Product Name
- Price/Order Unit
- Status
- Price Origin
Received Products
The received items are arranged by product number, with details including the item number, item name, and item details. To see the item highlights, click on the product.
Item Highlights
Users can view the item highlights in the product column by clicking on either the product number or description.
The item highlight includes:
- Item header with image, status, item number, item name, unit breakdown and the add to favorite feature.
- Locations
- Suppliers
- UPC
- On Hand
- On Order
- Back Order
- Due with the ability to select Today, Overdue or Tomorrow
- Ready to Pick
- Average Usage with the ability to select Daily, Weekly, Monthly or Yearly
On Ordered
- Open quantity on PO when the receiving was started.
What is the difference between the On Ordered and Total Ordered columns?
On Ordered is the quantity left open at the start of the receiving of the document.
Total Ordered is the total amount ordered on the PO when requested.
The column quantities will differ when the item is shorted and the closed short shipment is set to No.
Example: The original PO will show 10 Each "On Order" and 10 Each "Total Ordered." After receiving 7 out of the 10 items, the remaining 3 will be displayed in the "Remaining" column (customized for view). Once we accept the 7 items, the open PO will update to show 3 "On Order" and 10 "Total Ordered," indicating that we are now receiving the remaining 3 items, while the original order still reflects the total of 10.
Received
- Received amount per unit
- Color coordinated by
- Shorted
- Not Shipped
- Matched
- Catch Weight
- Exceeded
Remaining
- Closed and Open unit amounts.
Actions
There are 3 actions available per line item: print label & view item.
Create Task
- Create a Task from the worksheet by selecting a task type from the dropdown.
- Required: Summary
- Optional: Additional Request Information, Priority, Assign to, Attachments.
Print Label
- Print label options vary based on the property.
- Print Label per Item gives users the ability to view the label before printing.
View Item
- Directs user to ITM
Deliveries Scoreboard
Deliveries Scoreboard
The worksheet documentation deliveries scoreboard window displays delivery workflow timeline.
The deliveries scoreboard displays:
- Number of deliveries for the document
- When it was delivered
- Delivery Status & Percentage of Completion
Print Labels
Users can click on "Print Labels" to choose the type of label they want to print: inventory, retail, lot label or HACCP.
NOTE: Print label options vary based on the property.
Each print label option provides distinct attribute printing capabilities.
- Inventory: Warehouse-related attributes include Storage Location, Shelf, and Carry Price.
- Retail: Attributes related to selling items include SKUs, prices, UPCs, color, size, style, and brand.
- Lot Label: Attributes related to the specific receipt of an item by the company include Date Received, Receipt Number, PO Number, and others.
- HACCP: Attributes including nutritional labels, allergens, temperature checks, and other critical control factors.
Search Here
Ability to perform smart contextual searching including:
- Item #
- Product Name
Delivery Work Log
To view the delivery work log, select the “X” next to the search field.
Status
The Status column displays the delivery status of the product.
Delivered Products
The delivered items are arranged by product number, with details including the item number, item name, and item details. To see the item highlights, click on the product.
Item Highlights
Users can view the item highlights in the product column by clicking on either the product number or description.
The item highlight includes:
- Item header with image, status, item number, item name, unit breakdown and the add to favorite feature.
- Locations
- Suppliers
- UPC
- On Hand
- On Order
- Back Order
- Due with the ability to select Today, Overdue or Tomorrow
- Ready to Pick
- Average Usage with the ability to select Daily, Weekly, Monthly or Yearly
Ordered
- Amount Ordered per Unit
Delivered
Color coordinated by
- Matched
-
Open
- Displays amount opened
Rating
- The Rating column shows the satisfaction rating provided during the in-transit process of the delivery task.
Comment
- The Comments column shows any notes or comments related to the product that were made during the in-transit process of the delivery task.
Actions
Create Task
- Create a Task from the worksheet by selecting a task type from the dropdown.
- Required: Summary
- Optional: Additional Request Information, Priority, Assign to, Attachments.
Print Label
- Print label options vary based on the property.
- Print Label per Item gives users the ability to view the label before printing.
Delivery Workflow
The delivery workflow displays work history information pertaining to the delivery task including:
- Associate/User
- Status
- Date & Time
Delivery Signature
The delivery acceptance signature is displayed in the lower right corner box.
Work History Scoreboard
Work History Scoreboard
The worksheet documentation work history scoreboard window shows the work history of the document in all stages.
The work history scoreboard displays:
- Length of work in days and hours with users
Work Log
The work history window displays the work log for the document including:
- User
- Work Type
- Document Number
- Department
- Time Frame Work was Performed
- Date/Time of Work
- Delivery Comments
