More about the home page.
- In the View section, select an appropriate list view from the drop-down list to go directly to that list page, or click Create New View to define your own custom list view. List views let you display a list of records that match specific criteria.
- In the Recent section, select an item from the drop-down list on the right to display a brief list of the top records matching that criteria. The choices are listed in the table that follows.
- From the list, you can click any account name to go directly to its detail.
- Click New to create a new account.
| Recent Choice | Description | |
|---|---|---|
| Recently Viewed | The last 10 or 25 records you viewed, with the most recently viewed item listed first. This list is derived from your recent items and includes records owned by you and other users. | |
| Recently Created | The last 10 or 25 records you created, with the most recently created item listed first. This list only includes records owned by you. | |
| Recently Modified | The last 10 or 25 records you updated, with the most recently updated item listed first. This list only includes records owned by you. |
In FinancialForce Supply Chain Management you can use the Supplier Site object to record the details of your suppliers and their potential relationship with their parent organizations. The supplier details you can record include general, address, trade, and classification information.
Temporary Hold
You can place a supplier site on temporary hold to prevent further purchase orders from being created using that specific supplier site. To place a supplier site on temporary hold you must specify a temporary hold value, this might include options such as finance or quality; you can also indicate a reason for the temporary hold. Once you place a supplier site on temporary hold it won't be available for selection when creating a new purchase order from the Purchase Orders tab.
For more information, see Placing a Supplier Site on Temporary Hold