Creating the Order Monitor Tile

The Order Monitor Tile tracks specific order issues and notifies internal staff when an issue has been identified. This article will explain how to create the Order Monitor Tile.

Requirements:

• Users must have Reports access to Reports

Note: The Order Monitor Tile will only consider orders that:

• • Are not closed
  • Have been updated in the past two years

Creating the Tile

1. Navigate to the Home Page.

2. Click the Tiles menu, then select Create from the drop-down list.

3. The Create New Tile page will appear. Click the Order Monitor Tile.

4. The Create Order Monitor Tile page will appear. This page is divided into three sections: Visual Details, Data Source, and Filters.

Visual Details

Use this section to define the tile's display information.

1. Enter a name for the tile into the Display Name field. 

2. Select the page where the tile should be displayed using the Tile Location drop-down list.

3. Create the tile for other users by typing their name into the User Access field. Skip this step if you're creating this tile for yourself. 

4. Check the Send daily recap email checkbox to send an email to each user identified in the User Access field whenever a new order issue is identified. 

Data Source

Use this section to identify the issues that the tile should monitor. At least one data source is required.

• Non-transmitted orders: Scans for orders that have not been sent to the factory
• Hold order after seven days: Scans for orders that have been held for longer than seven days
• Hold orders within one week of Required Onsite date: Scans for hold orders that are within seven days of their Required on Site date
• Check pricing on hold orders: Scans for hold orders with pricing lower than the lowest price in the manufacturer's active price list
• Discontinued items on hold orders: Scans for orders with items containing a substitution note in the active price list (Sub. Notes column in the price list). 
• Unscheduled orders: Scans for orders that have not received a scheduled date
• Unshipped orders: Scans for orders that have not shipped by its scheduled or estimated date
• Missed shipping date orders: Scans for orders that shipped after its target date
• Bad schedule and shipping dates: Scans for orders that has lines with a schedule or ship date that poses potential issues (e.g., a hold or canceled line with a scheduled date, a line containing a scheduled date before the order's Do Not Ship Before date or after the Required on Site date).

Note: Whether an order is considered unscheduled, unshipped, or having a missed shipping date is configured in Global Settings.

Filters

Use this section to filter the orders considered for this tile. Filters are not required.

When the tile's setup is complete, click . After the tile has been created, it can be edited at any time.

Viewing the Tile

The tile will appear after an initial scan of all active orders with an update date within the past two years is completed. The tile will update nightly.

Learn more about using the Order Monitor Tile.