Portals

AP Cash Flow by Month

Description

• ap_cash_flow_by_month

AP Different Period

Description

• ap_different_period

Check Register

Description

• check_register

CMI Email Log

Description

• cmi_email_log

New Customers

Description

• new_customers

New Ship To

Shows a list of newly created Ship To items waiting to be verified in Ship To Maintenance.

Open AR

Shows open accounts receivables grouped by customer in 30 day buckets. Highlights customers that have cash collection call assigned to invoices (One color for past due cash collection calls and a different color for calls that are not past due).
Available in a tree or grid view.

• open_ar

• open_ar_grid

Open Customer Credits

Shows open invoices and credits for customers that have open credits.

Orders on Credit Hold

Shows all orders on credit hold. Shows additional key columns that the built in portal does not show to help identify the reason the orders are on hold: Customer Credit Limit, Credit Limit Used, AR Days Past Due, Validation Status

Orders Without Tax Jurisdictions

Shows open orders that do not have any tax jurisdictions assigned to them

• orders_without_tax_jurisdictions

Requisition Item GL Account Review

Shows GL accounts associated with requisition items. This portal is helpful to identify standard items that have been changed to requisition items but not had the GL accounts changed properly

• requisition_item_account_review

Unvouchered Landed Cost

Landed costs that have been received into the system and not converted to vouchers

• unvouchered_landed_cost

Unvouchered POs

POs that have been received into the system and not converted to vouchers

• unvouchered_pos

Inventory Receipts

Description

• inventory_receipts

Item Drill Down by Bin

Similar to the inventory drill down by bin window, but accepts wildcards for bin ids allowing a user to show multiple bins at the same time.

• item_drill_down_by_bin

Item ID History

Shows a log of item merges and edit item IDs in the past "x" days. Prompt allows for user to select number of days to look back. Shows old item ID, new item ID, date changes were made, and the user that made the changes.

• item_id_history

Item Margins *

Tab in Item Master Inquiry that shows what selling price would be based on desired margins.

Item Notes

Shows all non-deleted item notes with the ability to drill into Item Notepad Maintenance to edit the note.

• item_notes

Item Usage

Shows the monthly usage for all locations.

• item_usage

Items in Multiple Bins

Shows items that are in multiple bins for the purpose of consolidating into single bins.

Items Missing Serial Numbers

Shows items that are in stock but do not have enough serial numbers in stock to match the quantity in stock.

Items Under Minimum Qty

Shows items that are below the inventory minimum that is set in item maintenance.

New Inventory Specific Tabs

New Items

Shows newly created items. Can be filtered in various ways such as any item marked as “temporary”, items in a “default” product group or items created in “x” days.

• new_items

Non-Moving Inventory

Shows items that have not had usage in “x” number of months. Also shows company wide usage, making it easier to show locations to which you can potentially transfer that non moving inventory.

• non_moving_inventory

Replenishment Method Review

Shows items in your system with usage and current replenishment method and quantities. Depending on user settings, this can be easily saved to an excel file that can then be modified and used to update items using pricing services.

• replenishment_method_review

Web Items Missing Categories

Shows items that should show on the B2B website but do not have categories associated with them.

Open MFG Rep Orders

Shows open manufacturer rep orders

Open Purchase Orders

Shows open POs grouped by supplier then by PO. Highlights POs that are late, not printed or not confirmed.

• open_po

Open RMAs

Shows Open RMAs

• open_rmas

Open Sales Orders

Shows all open orders (can be altered to be filtered by any criteria needed, such as company or location)

• open_orders

Open Secondary Processes

Shows open secondary process POs

• open_secondary_process

Open Service Orders

Shows open service orders

Open Service Quotes

Shows open service quotes

Open Transfers

Shows open transfers grouped by from location, to location then transfer no

• open_transfers

Open Purchase Orders

Show all purchase orders that are still open. Can show if the PO has been confirmed (using a field like PO class). Can help identify POs that are past due.

Production Order Components Needed

Available in a tree or grid view.

• prod_order_components_needed_grid

Purchase Price Overrides

Shows purchase order lines that had purchase prices manually changed

Warning: No images in specified directory. Please check the directoy!

Debug: specified directory - https://ydbconsultant.com/images/portals_purchasing/purchase_price_overrides

Description

Sales Order Lines Needed

Service Parts Needed

Description

Supplier Email Log

Shows email log for supplier.

Supplier Notes

Shows all non-deleted supplier notes with the ability to drill into Supplier Notepad Maintenance to edit the note

• supplier_notes

Supplier Pricing

Description

Unlinked Purchase Orders

Shows order lines with backordered quantities and POs with unlinked quantities on them. Some users find it very helpful to link all backorders to purchase orders to be able to set customer expectations properly

• unlinked_pos

Vendor Notes

Shows all non-deleted Vendor notes with the ability to drill into Vendor Notepad Maintenance to edit the note

Vendor Supplier Email Log

• vendor_supplier_email_log

Customer List

Description

• customer_list

Customer Notes

Shows all non-deleted customer notes with the ability to drill into Customer Notepad Maintenance to edit the note

• customer_notes

Customer Pricing *

Shows customer pricing libraries with books and pages under them. Allows for easily viewing pricing structure of a customer.
Use in Order Entry, CMI, and Customer Maintenance.

Customer Pricing Method *

Shows a list of all customers with pricing method, source price, and assigned libraries

• customer_pricing

Customer Summary

Description

• customer_summary

Customers with Sales Down

Shows customers who are not invoiced previous average month to date amount

• customer_sales_down

Duplicate Customer Contacts

Shows contacts that are potentially duplicates setup under the same customer.

• duplicate_contacts

Duplicate Ship-Tos

Shows ship tos that are potentially duplicates setup under the same customer.

Job Contracts Expiring Soon

Shows job contracts that will be expiring soon or that have already expired

Job Contract

Available with varying level of detail in a grid or tree view.

• job_contract_details

Lost Sales

Description

Master Order Portal Search

Enter a Search Value to search for Matching Orders, Pick Tickets, and Invoices. Can search through fields such as Order No, PO No, Pick Ticket No, Invoice No, Custom Fields, etc. Can also enter a Customer Name to narrow results further. All Related Orders, Pick Tickets, and Invoices will be returned with each search.

Monthly Sales by Customer

Shows sales summarized by customer in monthly buckets

• monthly_customer_sales

Monthly Sales by Product Group

Shows sales summarized by product group in monthly buckets

• monthly_prod_group_sales

Monthly Sales by Sales Rep

Shows sales summarized by salesrep in monthly buckets

• monthly_sales_by_salesrep

Order Audit Trail *

Shows the Audit Trail changes. Available for Header and Line information as separate portal tabs.
Use in Order Entry.

Order Expediting

Show open sales orders that are likely to be late based on customer required date and expected PO receipts dates. Can look to open POs to see if a PO is coming in after date on sales order. Shows back-ordered items without an open PO.

• order_expediting_all_takers

RMA Receipts by Item

Description

• rma_receipts_by_item

Sales Order Transaction Links *

Tab in order entry that shows at the top of order entry that shows all linked POs, Transfers and Production Orders that are assigned to the order that is open. This helps to identify all linked transactions without having to go line by line.
Use in Order Entry.

Sales Pages not in Books

Shows all non-deleted sales pricing pages that are not currently assigned to a price book. Helps to identify assignments that might have been overlooked when creating or importing the pages

• sales_pages_not_in_books

Sales Price Overrides

Shows sales order lines that had sales prices manually changed

• sales_price_overrides

Service Hours Worked *

Tab in service order entry that shows all service labor grouped by service item then by technician. This helps to quickly summarize all hours worked for the service order that is currently open.
Use in Service Order Entry.

Shippable Items

Shows open orders and the percentage of the order that can currently be shipped. Grouped by order and can be expanded to show order lines.

Stock Status

Description

• stock_status

Stocking Info by Line

Shows stocking information that is recorded in a custom table when orders are created or edited. This is based on a custom trigger that must be in place before the portal can show any data. Used to see how many times items are added to orders as fully allocated, out of stock or direct ships

Tracking No Info

Lets a user look up order information when all they have is a tracking no

Unallocated Back Orders

Shows any sales order line that has a back-ordered disposition but has free stock available.

• unallocated_backorders

Unapproved Orders

Shows orders that are marked as unapproved

Unconfirmed Pick Tickets

Shows a list of open pick tickets that have not been confirmed with relevant fields such as print date, customer, and tracking number. This is helpful when finding pick tickets that are old or have tracking numbers assigned to them to see if they should be billed to the customer.

• unconfirmed_pick_tickets

Warranty Claims

Description

External Crystal Report Assignment by Report

Shows crystal external reports that have been setup in the system and who those reports are assigned to

• external_crystal_report_assignment_by_report

Portal Assignment

Available with two different views:
1. Shows all portals that are installed in your system and shows the users who have those portals assigned to them. This is a tree view that has portal grouping first.
2. Shows all roles/users in your system and what portals are assigned to them. This is a tree view that has role/user groupings first.

• portal_assignment_by_element

Role Users

Shows all roles in the system and the users in those roles. This is helpful when making screen or menu changes or adding external reports or portals so that you know who it is going to effect.

• role_users

Training Assignments

Shows users open training assignments. This requires a business rule that lets someone create training assignments for their users

Wireless Picking Audit

Shows wireless picking activity for a pick ticket that is entered as a parameter