Menu Path: Supplier Production Monitoring Processing Monitoring Task Management
View and manage supplier production monitoring tasks and alerts.
Use Monitoring Task Management to view supplier production monitoring tasks assigned to your supplier production monitoring team(s) and to view alerts for tasks.
Note Alerts are generated based on alert rules set up in Monitoring Rule Entry.
Monitoring Task Management also enables you to update data for the tasks and/or mark tasks as completed.
You can select to view tasks based on status or review status. You can filter displayed tasks by supplier monitoring team, alert rule, workflow type, workflow level, task name, reference number, or a range of dates. Additionally, you can filter by criteria specific to a selected workflow type and workflow level.
To manage supplier production monitoring tasks:
If you want to only review open tasks and alerts, skip to step 4. If you want to specify task and/or alert statuses to review, clear the All Open Items check box.
Select whether you want to view tasks and/or alerts, and tasks with and/or without alerts.
Select the status of tasks and/or alerts to display.
If you want to display all the individual tasks (instead of the tabs/sections), select the Detail radio button.
Select whether you want to display reviewed or unreviewed tasks.
Select filter criteria for the tasks you want to display.
Click the Show Data button in the ribbon. The Results tab displays the tasks that meet the criteria you selected in steps 1 to 6.
Perform data entry for displayed tasks. If you selected the Detail radio button in step 4, click the Update button in the ribbon, enter data, and click the OK button in the ribbon to save the data. If you did not select the Detail radio button, double-click each task for which you want to enter data, and enter data in Monitoring Task Completion.
Button |
Description |
Exit |
Click this button to close the Monitoring Task Management window. |
Show Data |
Click this button to display task information on the Results tab based on the criteria selected on the Selection tab. |
Update |
Click this button to update task data and/or statuses on the Results tab. This button is only available if you select the Detail radio button on the Selection tab. |
OK |
Click this button to save changes to updated task data/statuses. This button is only available after you click the Update button in the ribbon. |
Cancel |
Click this button to cancel any changes you have made to task data/statuses. This button is only available after you click the Update button in the ribbon. |
Purchase Order Inquiry |
Click this button to display Purchase Order Maintenance, which allows you to view and edit detailed information for the purchase order associated with the selected task. If you are not authorized to use Purchase Order Maintenance, Purchase Order Inquiry appears instead, and allows you to view detailed information for the purchase order associated with the selected task. This button is only available if the Results tab is displayed and a purchase order workflow type task is selected. |
Data Entry Tab |
Click this button to display Monitoring Data Entry, which allows you to perform data entry for the selected task. This button is only available if you selected the Detail radio button on the Selection tab, the Results tab is displayed, and you have not clicked the Update button in the ribbon. |
Field or Button |
Description |
Select this check box to display both open tasks and open alerts. This check box is selected by default. |
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Select one of the following options:
These radio buttons are only enabled if you clear the All Open Items check box and select the Tasks Only or Both radio button for the Tasks/Alerts Display option. |
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Select one of the following options:
These radio buttons are only enabled if you clear the All Open Items check box and select the Tasks With Alerts or Both radio button for the Display option. |
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Select whether to display open, completed, or both open and completed tasks. These radio buttons are only enabled if you clear the All Open Items check box and select the Tasks Only or Both radio button for the Tasks/Alerts Display option. |
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Select whether to display open, closed, or both open and closed alerts. These radio buttons are only enabled if you clear the All Open Items check box, select the Tasks With Alerts or Both radio button for the Display option, and select the Alerts Only or Both radio button for the Tasks/Alerts Display option. |
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Select one of the following display options for data on the Results tab.
If you select the Detail radio button, you can update task data and/or statuses directly in the Tasks grid on the Results tab. |
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Select whether to display reviewed, unreviewed, or both reviewed and unreviewed alerts. These radio buttons are only enabled if you select the All Open Items check box, or if you select the Tasks With Alerts or Both radio button for the Display option, and select the Alerts Only or Both radio button for the Tasks/Alerts Display option. |
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Select this check box to display tasks or alerts assigned to all supplier production monitoring teams. This check box is selected by default. |
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Enter a supplier production monitoring team to display tasks or alerts assigned to the team, or click the Lookup button to select a team. This field is only enabled if you clear the All (Supplier Production Monitoring Teams) check box. |
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Enter a supplier production monitoring team name to display tasks or alerts assigned to the team, or click the Lookup button to select a team name. This field is only enabled if you clear the All (Supplier Production Monitoring Teams) check box. |
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Click this button to display Monitoring Rule Value List Selection, which allows you to select supplier production monitoring teams for which to display assigned tasks. After you select supplier production monitoring teams, the check box to the right of this button is selected. This button is only available if you clear the All (Supplier Production Monitoring Teams) check box. |
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Select this check box to display tasks assigned to all users. This check box is selected by default. |
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Enter a user to display tasks assigned to the user, or click the Lookup button to select a user. This field is only enabled if the All (Assigned Users) check box is cleared. |
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Enter a user name to display tasks assigned to the user, or click the Lookup button to select a user name. This field is only enabled if the All (Assigned Users) check box is cleared. |
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Click this button to display Monitoring Rule Value List Selection, which allows you to select users for which to display assigned tasks. After you select users, the check box to the right of this button is selected. This button is only available if you clear the All (Assigned Users) check box. |
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Select this check box to display tasks created for all alert rules. This check box is selected by default. |
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Enter an alert rule for which to display tasks, or click the Lookup button to select a alert rule. This field is only enabled if you clear the All (Alert Rules) check box. |
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Click this button to display Monitoring Rule Value List Selection, which allows you to select alert rules for which to display tasks. After you select alert rules, the check box to the right of this button is selected. This button is only available if you clear the All (Alert Rules) check box. |
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Select this check box to display tasks for all workflow types. This check box is selected by default. |
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Enter a workflow type for which to display tasks, or click the Lookup button to select a workflow type. This field is only enabled if you clear the All (Workflow Types) check box. |
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Click this button to display Monitoring Rule Value List Selection, which allows you to select workflow types for which to display tasks. After you select workflow types, the check box to the right of this button is selected. This button is only available if you clear the All (Workflow Types) check box. |
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Select this check box to display tasks for all workflow levels. This check box is selected by default, and only enabled if you clear the All (Workflow Types) check box. |
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Enter a workflow level for which to display tasks, or click the Lookup button to select a workflow level. This field is only enabled if you clear the All (Workflow Levels) check box. |
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Click this button to display Monitoring Rule Value List Selection, which allows you to select workflow levels for which to display tasks. After you select workflow levels, the check box to the right of this button is selected. This button is only enabled if you clear the All (Workflow Levels) check box. |
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Select this check box to display all tasks that meet the filter criteria. This check box is selected by default, and only enabled if you clear the All (Workflow Levels) check box. |
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Enter a task to display, or click the Lookup button to select a task. This field is only enabled if you clear the All (Tasks) check box. |
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Click this button to display Monitoring Rule Value List Selection, which allows you to select tasks to display. After you select tasks, the check box to the right of this button is selected. This button is only enabled if you clear the All (Tasks) check box. |
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Select this check box to display tasks for all reference numbers (purchase order numbers, product codes, etc.). This check box is selected by default, and only enabled if you clear the All (Workflow Types) check box. |
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Enter a reference number (purchase order number, product code, etc.) for which to display tasks, or click the Lookup button to select a reference number. This field is only enabled if you clear the All (Reference Numbers) check box. |
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Click this button to display Monitoring Rule Value List Selection, which allows you to select reference numbers for which to display tasks. After you select reference numbers, the check box to the right of this button is selected. This button is only enabled if you clear the All (Reference Numbers) check box. |
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Select this check box to display tasks for all workflow definition codes. This check box is selected by default, and only enabled if you clear the All (Workflow Levels) check box. |
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Enter a workflow definition code for which to display tasks, or click the Lookup button to select a workflow definition code. This field is only enabled if you clear the All (Definition Codes) check box. |
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Click this button to display Monitoring Rule Value List Selection, which allows you to select workflow definition codes for which to display tasks. After you select workflow definition codes, the check box to the right of this button is selected. This button is only enabled if you clear the All (Definition Codes) check box. |
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Select this check box to display tasks for all reminder dates. This check box is cleared by default. |
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Enter the first date in a range of dates for which to display tasks, or click the drop-down arrow to select a date from a calendar. This field is only enabled if the All (Reminder Dates) check box is cleared. |
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Enter the last date in a range of dates for which to display tasks, or click the drop-down arrow to select a date from a calendar. This field is only enabled if the All (Reminder Dates) check box is cleared. |
Note The available options on this tab depend on the settings you select on the Selection tab.
Field or Button |
Description |
Select this check box to display tasks for all customers. This check box is selected by default, and only available for applicable workflow levels. |
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Enter a customer code for which to display tasks, or click the Lookup button to select a customer code. This field is only enabled if you clear the All (Customers) check box. |
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Enter a customer name for which to display tasks, or click the Lookup button to select a customer name. This field is only enabled if you clear the All (Customers) check box. |
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Click this button to display Monitoring Rule Value List Selection, which allows you to select customers for which to display tasks. After you select customers, the check box to the right of this button is selected. This button is only enabled if you clear the All (Customers) check box. |
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Select this check box to display tasks for all suppliers. This check box is selected by default, and only available for applicable workflow levels. |
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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. |
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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. |
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Click this button to display Monitoring Rule Value List Selection, which allows you to select suppliers for which to display tasks. After you select suppliers, the check box to the right of this button is selected. This button is only enabled if you clear the All (Suppliers) check box. |
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Select this check box to display tasks for all sales representatives. This check box is selected by default, and only available for applicable workflow levels. |
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Enter a sales representative for which to display tasks, or click the Lookup button to select a sales representative. This field is only enabled if you clear the All (Sales Representatives) check box. |
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Click this button to display Monitoring Rule Value List Selection, which allows you to select sales representatives for which to display tasks. After you select sales representatives, the check box to the right of this button is selected. This button is only enabled if you clear the All (Sales Representatives) check box. |
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Select this check box to display tasks for all harmonization codes. This check box is selected by default, and only available for applicable workflow levels. |
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Enter a harmonization code for which to display tasks, or click the Lookup button to select a harmonization code. This field is only enabled if you clear the All (Harmonization Codes) check box. |
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Click this button to display Monitoring Rule Value List Selection, which allows you to select harmonization codes for which to display tasks. After you select harmonization codes, the check box to the right of this button is selected. This button is only enabled if you clear the All (Harmonization Codes) check box. |
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Select this check box to display tasks for all currencies. This check box is selected by default, and only available for applicable workflow levels. |
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Enter a currency for which to display tasks, or click the Lookup button to select a currency. This field is only enabled if you clear the All (Currencies) check box. |
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Click this button to display Monitoring Rule Value List Selection, which allows you to select currencies for which to display tasks. After you select currencies, the check box to the right of this button is selected. This button is only enabled if you clear the All (Currencies) check box. |
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Select this check box to display tasks for all product categories. This check box is selected by default, and only available for applicable workflow levels. |
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Enter a product category for which to display tasks, or click the Lookup button to select a product category. This field is only enabled if you clear the All (Product Categories) check box. |
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Click this button to display Monitoring Rule Value List Selection, which allows you to select product categories for which to display tasks. After you select product categories, the check box to the right of this button is selected. This button is only enabled if you clear the All (Product Categories) check box. |
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Select this check box to display tasks for all product subcategories. This check box is selected by default, and only available for applicable workflow levels. |
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Enter a product subcategory for which to display tasks, or click the Lookup button to select a product subcategory. This field is only enabled if you clear the All (Product Subcategories) check box. |
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Click this button to display Monitoring Rule Value List Selection, which allows you to select product subcategories for which to display tasks. After you select product subcategories, the check box to the right of this button is selected. This button is only enabled if you clear the All (Product Subcategories) check box. |
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Select this check box to display tasks for all locations. This check box is selected by default, and only available for applicable workflow levels. |
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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. |
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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. |
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Click this button to display Monitoring Rule Value List Selection, which allows you to select locations for which to display tasks. After you select locations, the check box to the right of this button is selected. This button is only enabled if you clear the All (Locations) check box. |
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Select this check box to display tasks for all freight on board codes. This check box is selected by default, and only available for applicable workflow levels. |
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Enter a freight on board code for which to display tasks, or click the Lookup button to select a freight on board code. This field is only enabled if you clear the All (Freight On Board Codes) check box. |
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Enter a freight on board name for which to display tasks, or click the Lookup button to select a freight on board name. This field is only enabled if you clear the All (Freight On Board Codes) check box. |
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Click this button to display Monitoring Rule Value List Selection, which allows you to select freight on board codes for which to display tasks. After you select freight on board codes, the check box to the right of this button is selected. This button is only enabled if you clear the All (Freight On Board Codes) check box. |
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Select this check box to display tasks for all payment terms. This check box is selected by default, and only available for applicable workflow levels. |
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Enter payment terms for which to display tasks, or click the Lookup button to select payment terms. This field is only enabled if you clear the All (Payment Terms) check box. |
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Click this button to display Monitoring Rule Value List Selection, which allows you to select payment terms for which to display tasks. After you select payment terms, the check box to the right of this button is selected. This button is only enabled if you clear the All (Payment Terms) check box. |
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Select this check box to display tasks for all products. This check box is selected by default, and only available for applicable workflow levels. |
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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. |
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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. |
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Click this button to display Monitoring Rule Value List Selection, which allows you to select products for which to display tasks. After you select products, the check box to the right of this button is selected. This button is only enabled if you clear the All (Products) check box. |
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Select this check box to display tasks for all purchase classes. This check box is selected by default, and only available for applicable workflow levels. |
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Enter a purchase class ID for which to display tasks, or click the Lookup button to select a purchase class ID. This field is only enabled if you clear the All (Purchase Classes) check box. |
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Enter a purchase class name for which to display tasks, or click the Lookup button to select a purchase class name. This field is only enabled if you clear the All (Purchase Classes) check box. |
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Click this button to display Monitoring Rule Value List Selection, which allows you to select purchase classes for which to display tasks. After you select purchase classes, the check box to the right of this button is selected. This button is only enabled if you clear the All (Purchase Classes) check box. |
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Select this check box to display tasks for all purchase dates. This check box is selected by default, and only available for applicable workflow levels. |
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Enter a purchase date for which to display tasks, or click the drop-down arrow to select a purchase date. This field is only enabled if you clear the All (Purchase Dates) check box. |
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Select this check box to display tasks for all supplier production monitoring classes. This check box is selected by default, and only available for applicable workflow levels. |
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Enter a supplier production monitoring class for which to display tasks, or click the Lookup button to select a supplier production monitoring class. This field is only enabled if you clear the All (Supplier Production Monitoring Classes) check box. |
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Click this button to display Monitoring Rule Value List Selection, which allows you to select supplier production monitoring classes for which to display tasks. After you select supplier production monitoring classes, the check box to the right of this button is selected. This button is only enabled if you clear the All (Supplier Production Monitoring Classes) check box. |
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Select this check box to display tasks for all billing customers. This check box is selected by default, and only available for applicable workflow levels. |
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Enter a customer code of a billing customer for which to display tasks, or click the Lookup button to select a customer code. This field is only enabled if you clear the All (Billing Customers) check box. |
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Enter a customer name of a billing customer for which to display tasks, or click the Lookup button to select a customer name. This field is only enabled if you clear the All (Billing Customers) check box. |
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Click this button to display Monitoring Rule Value List Selection, which allows you to select customers for which to display tasks. After you select customers, the check box to the right of this button is selected. This button is only enabled if you clear the All (Customers) check box. |
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Select this check box to display tasks for all product lines. This check box is selected by default, and only available for applicable workflow levels. |
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Enter a product line code for which to display tasks, or click the Lookup button to select a product line code. This field is only enabled if you clear the All (Product Lines) check box. |
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Enter a product line name for which to display tasks, or click the Lookup button to select a product line name. This field is only enabled if you clear the All (Product Lines) check box. |
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Click this button to display Monitoring Rule Value List Selection, which allows you to select product lines for which to display tasks. After you select product lines, the check box to the right of this button is selected. This button is only enabled if you clear the All (Product Lines) check box. |
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Select this check box to display tasks for all product styles. This check box is selected by default, and only available for applicable workflow levels. |
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Enter a product style for which to display tasks, or click the Lookup button to select a product style. This field is only enabled if you clear the All (Product Styles) check box. |
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Click this button to display Monitoring Rule Value List Selection, which allows you to select product styles for which to display tasks. After you select product styles, the check box to the right of this button is selected. This button is only enabled if you clear the All (Product Styles) check box. |
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Select this check box to display tasks for all product colors. This check box is selected by default, and only available for applicable workflow levels. |
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Enter a color code for which to display tasks, or click the Lookup button to select a color code. This field is only enabled if you clear the All (Colors) check box. |
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Enter a color name for which to display tasks, or click the Lookup button to select a color name. This field is only enabled if you clear the All (Colors) check box. |
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Click this button to display Monitoring Rule Value List Selection, which allows you to select product colors for which to display tasks. After you select product colors, the check box to the right of this button is selected. This button is only enabled if you clear the All (Colors) check box. |
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Select this check box to display tasks for all product sizes. This check box is selected by default, and only available for applicable workflow levels. |
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Enter a size code for which to display tasks, or click the Lookup button to select a size code. This field is only enabled if you clear the All (Sizes) check box. |
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Enter a size name for which to display tasks, or click the Lookup button to select a size name. This field is only enabled if you clear the All (Sizes) check box. |
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Click this button to display Monitoring Rule Value List Selection, which allows you to select product sizes for which to display tasks. After you select product sizes, the check box to the right of this button is selected. This button is only enabled if you clear the All (Product Sizes) check box. |
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Select this check box to display tasks for all price classes. This check box is selected by default, and only available for applicable workflow levels. |
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Enter a price class for which to display tasks, or click the Lookup button to select a price class. This field is only enabled if you clear the All (Price Classes) check box. |
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Click this button to display Monitoring Rule Value List Selection, which allows you to select price classes for which to display tasks. After you select price classes, the check box to the right of this button is selected. This button is only enabled if you clear the All (Price Classes) check box. |
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Select this check box to display tasks for all family price codes. This check box is selected by default, and only available for applicable workflow levels. |
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Enter a family price code for which to display tasks, or click the Lookup button to select a family price code. This field is only enabled if you clear the All (Family Price Codes) check box. |
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Click this button to display Monitoring Rule Value List Selection, which allows you to select family price codes for which to display tasks. After you select family price codes, the check box to the right of this button is selected. This button is only enabled if you clear the All (Family Price Codes) check box. |
Field or Button |
Description |
This grid displays task information after you click the Show Data button in the ribbon. Note Depending on the options selected on the Selection tab, this grid may include rows for tasks and/or alerts. Alert rows include both alert and task information. You can view summary or detail task information in this grid. If you are viewing summary information, you can double-click a task to display Monitoring Task Completion, which allows you to perform data entry for a task and/or mark a task as completed. If you are viewing detail information, you can click the Update button in the ribbon to allow you to update the task data and status directly in the grid, double-click a row to display Monitoring Audit Trail Inquiry, or you can click the Data Entry Tab button in the ribbon to enter task data. This grid includes the following columns:
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This field displays the total number of displayed tasks. |