PO Alerts — Tips

PO Alerts — Tips & Tricks

What this screen is for. Shows where purchase orders and requirements orders have drifted apart so someone can fix the mismatch.

What you do here

• Open PO Alerts from SA Logistics Main Menu or the button on PO Workbench.
• Filter using the Open / Resolved / Ignored / All chips to find rows needing work.
• Read the Alert and What happened columns to see what drifted.
• Use Go to links (Requirements Order, PO in QuickBooks, buy list, Re-buy on workbench) to fix the issue.
• Reorder, cancel the PO line with the vendor, or correct the PO number on the RO line as needed.
• Click Resolve once you've dealt with it, or Ignore if nothing needed doing.
• Enter a short note when closing — it's saved with your name and the time.
• Click any column heading to sort the list; click again to reverse.

Watch out

• An alert never clears itself — it stays open until someone Resolves or Ignores it.
• Open alerts are always shown no matter how old; Resolved/Ignored/All only show last 90 days unless you click Show N older.
• PO not in QuickBooks means the line still counts as on order and won't hit the workbench until fixed.
• View-only (level 3) accounts can see the queue but can't use Resolve/Ignore or Go to buttons.