Buyer Task Management

Exit

Click this button to close the Buyer Task Management window.

Show Data

Click this button to display data on the Results tab based on selected criteria.

Product Sales Inquiry

Click this button to display product sales.

All Buyer Tasks

Select this check box to display all types of buyer tasks. This check box is selected by default.

Buyer Task

Click the Lookup button to select a type of buyer task to display. This Lookup button is only enabled if you clear the All Buyer Tasks check box.

List (Buyer Tasks)

Click this button to display Buyer Task List, which allows you to select specific buyer tasks to display. This button is only enabled if you clear the All Buyer Tasks check box. If you click this button and select users, the check box to the right of the button is selected.

All Reminder Dates

Select this check box to display tasks for all reminder dates. This check box is selected by default.

From

Enter the first reminder date in a range of reminder dates for which to display tasks, or click the drop-down arrow to select a date. This field is only enabled if you clear the All Reminder Dates check box.

To

Enter the last reminder date in a range of reminder dates for which to display tasks, or click the drop-down arrow to select a date. This field is only enabled if you clear the All Reminder Dates check box.

All Buyers

Select this check box to display tasks for all buyers. This check box is selected by default.

ID (Buyer)

Enter the user ID of a buyer for which to display tasks, or click the Lookup button to select a user ID. This field is only enabled if you clear the All Buyers check box.

Name (Buyer)

Enter the user name of a buyer for which to display tasks, or click the Lookup button to select a user name. This field is only enabled if you clear the All Buyers check box.

List (Buyers)

Click this button to display User List, which allows you to select specific user ID's of buyers for which to display tasks. This button is only enabled if you clear the All Buyers check box. If you click this button and select users, the check box to the right of the button is selected.

All Suppliers

Select this check box to display tasks for all suppliers. This check box is selected by default.

Code (Supplier)

Enter a supplier code for which to display tasks, or click the Lookup button to select a supplier code. This field is only enabled if you clear the All Suppliers check box.

Name (Supplier)

Enter a supplier name for which to display tasks, or click the Lookup button to select a supplier name. This field is only enabled if you clear the All Suppliers check box.

List (Suppliers)

Click this button to display Supplier List, which allows you to select specific suppliers for which to display tasks. This button is only enabled if you clear the All Suppliers check box. If you click this button and select suppliers, the check box to the right of the button is selected.

All Locations

Select this check box to display tasks for all locations. This check box is selected by default.

Code (Location)

Enter a location prefix for which to display tasks, or click the Lookup button to select a location prefix. This field is only enabled if you clear the All Locations check box.

Name (Location)

Enter a location name for which to display tasks, or click the Lookup button to select a location name. This field is only enabled if you clear the All Locations check box.

List (Locations)

Click this button to display Location List, which allows you to select specific locations for which to display tasks. This button is only enabled if you clear the All Locations check box. If you click this button and select locations, the check box to the right of the button is selected.

All Products

Select this check box to display tasks for all products. This check box is selected by default.

Code (Products)

Enter a product code for which to display tasks, or click the Lookup button to select a product code. This field is only enabled if you clear the All Products check box.

Name (Products)

Enter a product name for which to display tasks, or click the Lookup button to select a product name. This field is only enabled if you clear the All Products check box.

List (Products)

Click this button to display Product List, which allows you to select specific products for which to display tasks. This button is only enabled if you clear the All Products check box. If you click this button and select products, the check box to the right of the button is selected.

All Forecast Groups

Select this check box to display tasks for all forecast groups. This check box is selected by default.

Forecast Group

Enter a forecast group ID for which to display tasks, or click the Lookup button to select a forecast group ID. This field is only enabled if you clear the All Forecast Groups check box.

Name (Forecast Group)

Enter a forecast group name for which to display tasks, or click the Lookup button to select a forecast group name. This field is only enabled if you clear the All Forecast Groups check box.

All Reviewed by

Select this check box to display tasks reviewed by all reviewers. This check box is selected by default.

ID (Reviewer)

Enter a user ID of a reviewer for which to display tasks, or click the Lookup button to select a user ID. This field is only enabled if you clear the All Reviewed by check box.

List (Reviewers)

Click this button to display User List, which allows you to select specific user ID's for which to display tasks. This button is only enabled if you clear the All Reviewed by check box. If you click this button and select users, the check box to the right of the button is selected.

Status

Select whether to display tasks that have not been completed (open), that have been completed (closed), or both tasks that have and have not been completed.

Reviewed

Select whether to display tasks that have not been reviewed, that have been reviewed, or both tasks that have and have not been reviewed.

Results

This grid displays buyer tasks based on the criteria selected on the Select tab. You can edit the following columns:

• Reminder Date - Enter the date you want each task to be reviewed again.

• Priority - Enter a priority number for each task.

• Open - Clear the check box in this column for each task you want to close.

• Status Note - Enter additional information for each buyer task.

Double-click a supplier buy task to display Summary DRP Management, which allows you to manage DRP for multiple products.

Double-click a production monitoring task to display Monitoring Data Entry, which allows you to view the data that triggered the alert.

Double-click a point-of-sale alert to display Point of Sale Inquiry, which allows you to view point-of-sale and other product activity data for the mass merchant store that triggered the alert.

Double-click other types of tasks to display Product DRP Management, which allows you to view more detailed information and make purchasing decisions to resolve a task.

Tasks

This field displays the total number of displayed buyer tasks.