Investigate the Date
We update both tracking and this when a shipping notification is received.
What is "ETA Date"?
We select this little hamburger category when updating estimated ship dates on a PO line in Q360.
What is "Set PO ETA Date"?
This is how often we review and update "No ETAs" and "02/02/02s".
What is "Daily"?
This VIP is in charge of editing a PO and internal/external communication regarding PO questions/problem resolution.
Who is "The Buyer who created the PO"?
When working the status folder outside of your regularly-assigned time slots, as a rule of thumb, it's a good idea to only take this many emails at a time.
What is "5-10"?
This field from the Purchase Order screen must match the "From" company listed on a sales order or status email.
What is "Vendor"?
This code helps us identify when an estimated ship date has not yet been provided by a vendor or is unknown.
What is "03/03/2003"?
These ETA dates should be reviewed at least weekly as they could potentially be holding up an order.
What are "01/01/2001s"?
Help from this person to process status emails throughout the day is allowed and very much appreciated.
Who is "Anyone and everyone"?
Upon processing status emails, rather than simply deleting them, they should be moved to this location.
What is the "Order Status 'Deleted' folder"?
This Q360 little hamburger function is used when status info (like ETA or tracking) affects only a portion of a line quantity.
What is "Split the Line"?
The vendor's ship date has passed, but we reached out for an update. Now the ETA is changed to this code to let us know we're awaiting a new estimated ship date.
What is "02/02/2002"?
BONUS QUESTION: How often do we check 02/02/02's and do we check our own POs or our vendor letters?
PO lines with an ETA of 03/03/2003 are reviewed weekly by this Excel sort.
What is "Vendor letter"?
Some vendors like ADI and Liberty provide combined PO status updates occasionally and are reviewed and updated by this person.
Who is "The Buyer who received the report"?
Status emails should be reviewed and processed within this time frame.
What is "Whitin 4 hours of receipt"?
These two PO tools in Q360 help answer questions we may come across when processing status emails before we ask the buyer.
What are "Comments and Notes"?
BONUS QUESTION: What else can we (and should we) review fairly quickly before going to the buyer?
When a problem or issue keeps a PO from being processed, this helps us remember to follow up with the branch and vendor regularly until resolved.
What is "01/01/2001"?
We use this fancy Katie-fied tool daily to quickly identify which POs we need to follow up on individually.
What is "Status Macro"?
BONUS QUESTION: What is the name of the report we import into the Macro Data Set, and where can it be found in Q360?
We forward all Indiana status emails to this contact for processing.
What is "purchasing@cimtechsolutions.com"?
When a PO number cannot be located on a status email, along with checking the Vendor record, this screen can also be used to search for Open POs.
What is the "Master Screen"?
Vendor, part numbers, pricing, quantity, ship method, ship date, and this should all be reviewed on a sales order.
What is the "Ship-to address"?
This date code is used to keep a line or lines from appearing in the purchasing queue.
What is "12/31/2099"?
BONUS QUESTION: True or False - This date should be updated on both the PO and Order screen.
The weekly-reviewed Open Orders report tab is done by Buyer and should include ETAs that are no older than this.
What is "Two weeks"? (OR: "Two weeks from today")
This vendor sends biweekly reports that Katie edits before sending to the Buyers for individual review.
Who is "Crestron"?
BONUS QUESTION: When do ETAs from this report need to be updated by?
Emails received in the Buyers/Rush folder should be answered within this time frame.
What is "Within 2 hours of receipt"?
BONUS QUESTION: Who processes emails from Tyler Bame, Josh Braun and Brandon Charpentier?