The Priority Purchasing feature helps your team quickly identify Purchase Orders (POs) that need immediate attention due to backorders or special orders. This guide walks you through how to use the new Priority filter and understand the backorder/special order data in the Purchase Targets table.
Accessing the Priority Filter
Navigate to the Purchase Targets page in your Recurrency workspace.
In the filters, select the Priority filter.
Choose the corresponding option to display only those POs where backordered and/or special order items are present.
This allows you to zero in on POs that need to be addressed first, streamlining your replenishment process.
Understanding the New Columns
Two new columns in the Purchase Targets table give you visibility into the severity of backorders:
Priority Value: This shows the total dollar amount of items on the PO that are backordered or on special order.
Priority Lines: This shows the number of line items on the PO that are currently backordered or on special order.
You can sort the table by either of these columns to bring the highest-impact POs to the top of your list.
What Counts as Backordered?
To ensure accuracy, we’ve updated how we define a backordered item.
An item is considered backordered when:
Has an open sales order line on backorder, and
It has a quantity to purchase greater than 0.
Only items meeting both of these conditions will show up when you use the Priority filter.
Pro Tips
Sort by Priority Value to quickly see which POs are tied up with the most capital.
Sort by Priority Lines to understand how many different items are affected by backorders.
Use the Priority filter in combination with vendor or category filters for even more precise control.