Customization to "Carry Out Sourcing" & "Process Purchase Order" Screens

[Former Member]

Hi, we are using SRM 4.0 and wondering if following screen customizations are possible

<b>Carry Out Sourcing queue</b>

Is it possible to use some of the existing Fields/Area to show key information within the queue that are important to Buyers such as Total PR Value, Required Date, Comment Field (for Buyer to write notes or status)? The fields Category and Quantity are not that important to us than the other fields mentioned above.

<b>Process Purchase Order queue</b>

Is it possible to use some of the existing Fields/Area to show key information within the queue such as Requestor Name, Required Date, Comment Field (for Buyer to write notes/status)? These are more important to us than the Purchasing Org. and Purchasing Group fields.

The above requested fields will tremendously help the Buyer in managing the queue by making it easier to assign low value orders; by enbaling other Buyer/s to view cart status when covering for someone without drilling down per requisition/line. The comment field within the queue will help to immediately show why the order is on hold, etc.

I would be interested to know as well if you have any suggestions on how we can assign low value orders to junior buyers faster and more efficiently and if there is an automated way to do it.

[Former Member]

Hi,

1 --> <b>Carry Out Sourcing queue</b>

We had donea similar reqt for displaying PR no/reqt date ect in the SOURCING trasncn.See the foll thread for the detailed solution.

BR,

Disha.

Pls reward points for useful answers.

[Former Member]

Thanks - Here is the quick clarification. We are not using Sourcing Cockpit (eSourcing, Bidding) functionality in SRM. By "Carry Out Sourcing", I meant the area where Buyers look for workload and add approved requisitions to their work area. That is the screen we are trying to customize. Is there a template for that as well and is it easy to customize without breaking the code.

Also please advice on customizing "Process Purchase Order" screen.

Lastly, is there an option to autoamtically assign the Approved Shopping Cart to a Buyer based on the dollar amount?

Thanks in advance;

A