Dashboard

Tiles

Tiles summarize business transaction counts at configurable statuses on the Home page.

You can add/change tiles to configure counts, charts, and statuses.

Tile Configuration

Click the + button in the tile section to add a tile. Press the gear button on a current tile to modify it.

On the resulting pop-up window, you can:

• change the title
• select a business transaction type to count
• select a metric type (count, pie, bar)
• select statuses to count

Tile Display

Tiles display a count of all transactions for the selected type and set of statuses.

Click on a tile (or a part of a chart) to navigate to a filtered list of those business transactions.

Charts

Charts summarize the data in the queues section.

Select a business transaction type tab:

• Purchase Orders
• Shipments
• Transportation Tenders
• Price Change Sets

You can then specify date filters on the data.

Click on a section of the chart to filter the queue section accordingly.

Queues

Queues display business transaction information.

Click through a tile/chart on the Home page or select an option from the navigation menu (e.g., Purchase Orders, Transportation Tenders) to open a queue.

Set the filters at the top to narrow the desired business transactions.

Click the magnifying glass in the upper-right corner to open the Queue Filter:

Use the Queue Filter to specify additional criteria, then click Apply Filter to filter the displayed business transactions accordingly.

Summary View

Click a business transaction number in the queue to open a summary page with a more detailed overview.

You may be able to interact with the transaction, depending on security settings.

Documents Section

The Documents section allows you to maintain all documents for the business transaction. You can upload new documents or download or view current documents.

Click the download button to open a dialog box that asks you to select the group and type of document before uploading the document.