Working with Your Supplier Requests on the Dashboard

Objective

After completing this lesson, you will be able to work with your supplier requests on the Supplier Management dashboard

Your Supplier Requests on the Supplier Management Dashboard

You can view and, in some cases, edit the supplier requests you've created on the Supplier Management dashboard. You can also discard your draft requests if necessary.

To see the supplier requests that you've created, choose the Supplier Request tile in the My Activities area of the Supplier Management dashboard. You only see this area if you've created at least one supplier request.

Note

The Supplier Request tile only shows the requests you created in your current locale. You can change your locale in user preference settings. If you create a request in a different locale, it only shows on the dashboard when you're using that locale.

Options on the Supplier Request Tile

On the Supplier Request tile, you can filter your supplier requests based on status. You can also do the following things:

Request StatusOptions
DraftEdit your draft to make any necessary changes and submit the request for approval, or Discard your draft if you no longer need it.
SubmittedView the request and edit it if necessary since approval has not started.
In ApprovalView the request. The request details page shows approval progress. You can also edit the request if your organization allows unrestricted editing. By default, only approvers can edit requests when they're in approval.
Pending ResubmitView and edit the request to address the approvers' questions or concerns.
ApprovedView the completed request, including its approval process, and access the supplier's 360° profile.

How to Work with Your Supplier Requests on the Dashboard

Business Scenario

Business user Steve Jones wants to filter, view, edit, and discard supplier requests he has created.

In this video, you'll watch a demonstration of Steve working with his supplier requests on the Supplier Management dashboard.

Steps

  1. In the My Activities area of the Supplier Management dashboard, choose the Supplier Request tile.

  2. Perform any of the following actions:

    • To view a request, locate the request you want to view and choose View.
    • To edit a draft request, locate the request you want to edit and choose Edit.
    • To discard a draft request, locate the request you want to discard and choose Discard.
    • To filter your supplier requests based on status, choose the Status filter, select statuses, and then choose Done.

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