Quick Reference Card – SRM
Manage and Maximize Confirmer POWL
Process: Perform these procedures to better manage and maximize the
Personalized Object Work List (POWL) for the Goods Confirmer. By understanding
the underlying structure of the POWL and configuring related settings, the Goods
Confirmer can better manage the dashboard area and manipulate it for more
efficient service.
Role: Goods Confirmer
Frequency: when desired
BEGINNING STEPS
I. Configure the
Confirmations
(All) Query
By definition the
Confirmations (All)
query within the
POWL should reflect
only Goods
Confirmations
created by you.
To ensure the POWL
is configured
correctly, the search
criteria must include
your unique
Requestor number.
Highlight the query
and click Show Quick
Criteria Maintenance
to begin.
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Quick Reference Card – SRM
Manage and Maximize Confirmer POWL
From the Requestor
box, 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
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Quick Reference Card – SRM
Manage and Maximize Confirmer POWL
Locate and highlight
your name
Click OK
Your Requestor
number populates
into the form.
Click Apply
TIP: You may want
to make note of your
unique Requestor
number for
conducting future
searches
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Quick Reference Card – SRM
Manage and Maximize Confirmer POWL
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 re-define the
highlighted query in
the upper section,
e.g., clicking the
Confirmations (All)
query in the future
will deliver results
based on the last
search criteria you
designated.
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Quick Reference Card – SRM
Manage and Maximize Confirmer POWL
II. Configure the
Purchase Orders
(Confirmations
pending) Query
By definition the
Purchase Orders
(Confirmations
pending) query
within the POWL
should reflect only
purchase orders that
are awaiting
confirmations.
Many Goods
Confirmers also hold
the Shopper role. If
you hold the
Shopper role, this
query can be
configured to display
only purchase orders
that originated from
Shopping Carts
created by you.
As with the
Confirmations (All)
query above, Quick
Criteria Maintenance
must be set to your
unique Requestor
number.
Click Show Quick
Criteria Maintenance
to begin.
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Quick Reference Card – SRM
Manage and Maximize Confirmer POWL
From the Requestor
box, 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
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Quick Reference Card – SRM
Manage and Maximize Confirmer POWL
Locate and highlight
your name.
Click OK
Your Requestor
number will populate
into the form.
Click Apply
TIP: You may want
to make note of your
unique Requestor
number for future
searches
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Quick Reference Card – SRM
Manage and Maximize Confirmer POWL
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 re-define the
highlighted query in
the upper section,
e.g., clicking the
Purchase Orders
(Confirmations
pending) query in
the future will
deliver results based
on the last search
criteria you
designated.
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Quick Reference Card – SRM
Manage and Maximize Confirmer POWL
III. Configure
Visible Fields
within Quick
Criteria
Maintenance
The number of
visible search fields
within Quick Criteria
Maintenance for
each query can be
modified to meet the
Confirmer’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
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Quick Reference Card – SRM
Manage and Maximize Confirmer POWL
Click Criteria
Personalization
Check the Search
Fields you would like
visible within your
Quick Criteria
Maintenance for this
query
Click Apply when
done
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Quick Reference Card – SRM
Manage and Maximize Confirmer POWL
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
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Quick Reference Card – SRM
Manage and Maximize Confirmer POWL
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
Goods Confirmation
number will display
only that document
Example 2:
Entering a specific
timeframe will return
only documents
created within that
timeframe.
Note: Removing the
Requestor number
returned all
documents from the
system that were
generated in the last
7 days, not just ones
created under your
specific Requestor
number.
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Quick Reference Card – SRM
Manage and Maximize Confirmer POWL
Important: To
ensure your query
works 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.
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Quick Reference Card – SRM
Manage and Maximize Confirmer POWL
V. Create and Use
Custom View(s)
within Results
Section
The Results section
of the POWL can be
customized to meet
the Confirmer’s
personal
preferences.
To begin, highlight a
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.
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Quick Reference Card – SRM
Manage and Maximize Confirmer POWL
The Confirmer 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 it left or right
within your POWL
layout.
The Confirmer 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 like
visible.
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Quick Reference Card – SRM
Manage and Maximize Confirmer POWL
Click Save As to
save and name your
custom view
Assign a name to the
custom view
Check Initial View
box
Click OK
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Quick Reference Card – SRM
Manage and Maximize Confirmer POWL
Click Apply
Click OK to finish all
settings.
The Results section
should display the
customized view
You can also
configure and toggle
among various views
as desired using the
dropdown View
menu.
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