Quick Reference Card –SRM
Manage and Maximize Shopper POWL
Process:Perform these procedures to better manage and maximize the Personalized Object Work List (POWL) for the Shopper. By understanding the underlying structure of the POWL and configuring related settings, the Shopper can better manage the dashboard space and manipulate it for more efficient service.Role: Shopper / Frequency:when desired
BEGINNING STEPS
I.Configure the Shopping Carts (All) Query
Shopping Carts (All) is the primary query utilized by the Shopper. If configured correctly, selecting it should display all Shopping Carts created by you.
Settings for the Shopping Carts (All) query can be verified or modified though Quick Criteria Maintenance.
Highlight the query and click Show Quick Criteria Maintenance to begin. /
To ensure the query returns the correct results, be sure the “Including Completed Shopping Carts” is checked.
Click Apply /
The results should reflect all Shopping Carts created by you.
Click Hide Quick Criteria Maintenance to collapse the section and improve the dashboard space.
Note: Any new data entered into Quick Criteria Maintenance will re-define the highlighted query in the upper section, e.g., clicking the Shopping Carts (All) query in the future will deliver results based on the last search criteria you designated. /
If desired you can configure other active Shopper queries based on the results desired.
Configuring the Shopping Carts (All) query as describe above will display all carts created by you regardless of status.
Defining other queries returns more specific search results and is optional. /
II.Configure the Purchase Orders (All)Query
By definition the Purchase Orders (All)query within the POWL should reflect only purchase orders that relate to Shopping Carts created by you.
To properly display purchase orders that relate to only your Shopping Carts, the Quick Criteria Maintenance must be set to your unique Requestor number.
Highlight the query and click Show Quick Criteria Maintenance to begin. /
From the Requestor selection, click on the Possible Entries icon on the right side /
Enter your last and first name with (*) on the ends of each term.
Click Start Search /
Locate and highlight your name.
Click OK /
Your unique Requestor number populates into the form.
TIP: You may want to make note of your unique Requestor number for future searches
Click Apply /
After results display you may choose to Hide Quick Criteria Maintenance to better manage the dashboard space.
Note: Any new data entered into Quick Criteria Maintenance will modify the highlighted query in the upper section, e.g., clicking the Purchase Orders (All) query in the future will deliver results based on the last search criteria you designated. /
If desired you can configure other active Purchase Order queries based on the results desired.
Configuring the Purchase Orders (All) query as describe above will display all purchase orders related to Shopping Carts created by you regardless of status.
Defining other queries returns more specific search results and isoptional. /
III.ConfigureVisible Fields within Quick Criteria Maintenance
The number of visible search fields within Quick Criteria Maintenance for each query can be modified to meet the Shopper’s needs.
To begin highlight the selected query and click Show Quick Criteria Maintenance /
Scroll to the far right side of screen and click Change Query /
Click Criteria Personalization /
Check the Search Fields you would like visible within your Quick Criteria Maintenance for this query
Click Apply when done /
Click Apply from Change Query screen /
Quick Criteria Maintenance for this query should reflect only search fields you selected to be visible.
Note: If desired repeat same steps to modify how Quick Criteria Maintenance looks for each query /
IV.Using Quick Criteria Maintenance for Isolated Searches
Quick Criteria Maintenance can also be used to conduct one-time searches for specific documents
Example 1:
Entering a specific Shopping Cart number will display only that document /
Example 2:
Entering a specific timeframe will return only documents created within that timeframe. /
Important: To ensure your queries work properly after conducting isolated document searches, be sure to reset the search criteria to the query’s original definition and click Apply.
Likewise, if a query returns results that appear to be erroneous, open Quick Criteria Maintenance for that query to determine whether incorrect data remains from a previous search. /
V.Create and Use Custom View within Results Section
The Results section of the POWL can be customized to meet the Shopper’s personal view preferences.
To begin highlight desired query and click Settings on the far right side of screen
TIP: You can also place your mouse over any gray column heading and right-click for a User Settings menu /
Displayed columns can be added or removed to meet your desired layout. Fewer columns results in a narrower POWL layout. /
The Shopper can also configure the placement of columns in their POWL. Highlight any heading under Displayed Columns and click the Up or Down buttons to move that column left or right within your POWL layout. /
The Shopper can also choose the number of rows to display in the results section of your POWL. From the Display tab, enter the number of rows you would likevisible. /
Click Save As to save and name your custom view /
Assign a name to the custom view
Check Initial View box
Click OK /
Click Apply
Click OK to finish all settings. /
The Results section should display the custom view
You can also configure and toggle among various views as desired using the dropdown View menu. /