Supply Order Notes

All Activity tab or Supply Order tab

Understanding/Entering Supply Order Notes

Supply Order notes are a key feature of the alerts that enable status visibility of an action against the alert across the organization. Alerts do not disappear from the part until there is a change in the supply, inventory, and/or demand quantities that would rectify the alert situation. This could mean that even if you perform an action like expediting an order or pulling additional inventory from another location, the alert will remain on the part until that additional supply/inventory is received and inputted into R+. Supply Order Notes allow you to confirm if action has already been performed on an alert and if there is additional support needed on that action.

The supply order note can be accessed on any committed supply order in R+. The note icon can be accessed wherever there is an "All Activity" or "Supply Order" tab, such as on the Workbench, Workbench Preview, and Alerts pages.

You can click on the note icon on any supply order to see this window. Ideally, you would place the supply supply order note of the supply order that you have performed an additional action against.

When setting a note on a supply order, you should type out the extra action that you took in the note, and also set a date that you wish to follow-up on this action. For example, if you got confirmation from the supplier that the materials will be delivered by 8/13 and so you have entered the next follow up date as 8/14. Select "Save" to save the note in the note section at the bottom of the note pop-up.

Once you have set a note, you can use the email and calendar icons to send an email confirmation or set a calendar notification reminder.

You can set as many notes on a supply order that you wish. This can be helpful if the action taken requires multiple follow-ups.

Once you save the note, the columns "Supply Order Follow Up By" and "Supply Order Note" will update in the Workbench and Workbench Preview.

A green check will also appear on that part in the Order Notes column to indicate that you have taken action on the alert.

The Dashboard Execution Alert status screen will also update to indicate the action taken.

Order Note Statuses

Green Checkmark

An order note has been set for a supply order on this part. The Follow-up date is still in the future.

Red X

Once the date of the follow-up has passed, the green check mark will be replaced with a red X mark. This is your indication that additional follow-up is needed on the action, as the alert has not been resolved. Place another supply order note indicating your additional action and a future follow-up date to resolve this.

None

If there are no supply orders open for the the part, the Order Notes field will contain a gray icon with the word "None".

Blank

If the Order Notes column is blank, that means that there are open supply orders for a part, but that no order notes have been set. You should only see a blank field in this column if there is no alert on the part.