Find archived and exception purchase job work

Find archived and exception purchase job work

A purchase-job exception list gathers work that left the normal purchase-job path at a cancelled, regretted, rejected, or deleted outcome. Use it when you need to find the work after that exit and identify the purchase-job record to review.

The purchase-job lifecycle moves through Potential, Offer, Order, Delivered, and Deleted. Its exits include missed, regretted, and cancelled Potential work; regretted, cancelled, and rejected Offer work; and rejected and cancelled Order work.

Before you look for a row, confirm the access and branch conditions in the next section.

Before you start

Prerequisites

• Your account includes the Buyout Job module.
• You know which purchase-job exit you are investigating.
• You know enough about the saved purchase job to identify its row, such as its package, sub-supplier, or regret information.
• You belong to the branch associated with the row you want to open.

The list you open determines which purchase-job exception results you see. Opening a row requires that you belong to the same branch.

With those conditions in place, find the list that matches the exit you are investigating.

Find the matching exception list

An archived list is the place to choose between purchase-job work grouped by its exit. Start with the exit you are investigating rather than scanning every row.

Find a list

Prerequisites

• You have the access and identifying information listed in Before you start.

Steps

1. Open the purchase-job exception list.

2. Select Archived.

3. Select the list that matches the work you are investigating.

   If you are looking for…	Select…
   RFQs that were not quoted	Unquoted RFQs
   Cancelled RFQs	Cancelled RFQs
   Rejected quotations	Rejected Quotations
   Deleted purchase jobs	Deleted

   

Result: The list matching the purchase-job exit is on screen.

Understand the list and its rows

Each row represents purchase-job work in the selected exception list. Use the visible headers to distinguish the job and the reason it appears in that list.

The saved list layout determines which columns appear. On the regretted list, the headers were:

The list also provides the titled controls Refresh and Table Layout. The list has no form fields; work from the headers and controls that appear in your list.

When you can identify the row from these headers, open the matching purchase job.

Open the matching purchase job

Open a row

Prerequisites

• The matching exception list is on screen.
• You have identified the row using its visible fields.

Steps

1. Select the matching row outside the edit column.

Result: The purchase-job record opens.

The purchase-job record page contains the recovery controls Reactivate Job, Back to RFQ, and Back to Offer. Continue there when the record itself needs review or recovery: Purchase job record.

Use the next section when you need to distinguish one exception outcome from another.

Handle exit-list variations

The exception lists group each corresponding exception outcome by the stage where the work left the normal purchase-job path.

Prerequisites

• An exception list is open.
• You know which purchase-job exit you are investigating.

Steps

1. Identify the exception outcome shown by the selected list label.

   List label	Work shown	Stage it leaves
   Unquoted RFQs	Regretted offer work	Offer
   Cancelled RFQs	Cancelled offer work	Offer
   Rejected Quotations	Rejected offer work	Offer
   Deleted	Deleted purchase-job work	The lifecycle includes Deleted

2. If the selected list does not match the exit you are investigating, select the matching list label in Find the matching exception list.

For order outcomes, use the corresponding list:

The archived sub-navigation includes Cancelled RFQs, Rejected Quotations, and Deleted. The Cancelled Orders and Rejected orders links are not available in that sub-navigation. Each list shows the corresponding exception work. Other exception lists cover regretted, rejected-offer, cancelled-offer, and deleted work.

If the Buyout Job module is not included, the list area shows the subscription-upgrade surface instead of the list. When the module is available, the columns still follow the saved list layout, so different lists can show different headers. Treat the headers on the list in front of you as the fields to use.

Result: The selected list shows the corresponding exception work, and you can tell which stage it leaves.

If an action stops while you use the list, use the next section to identify the symptom.

When the list action goes wrong

Use the exact text below to identify what stopped the list action.

Prerequisites

• The purchase-job exception list is open.

Steps

1. Select the row in the table that matches what you see.

Result: You either return to the purchase-job exception list or have the exact message that identifies the list problem.

After the list works again, continue with the purchase-job record, active work lists, or the procurement chain.

Continue the purchase-job work

After you identify the exception row, choose the page that owns the next action.

Prerequisites

• You have identified the exception row.

Steps

1. Open the page that matches your next need.

Result: The page for your next purchase-job action is on screen.