In order to work effectively in Perfion with supplier data updates, the Perfion dashboard can be used to track supplier data updates.

This document explains how to create dashboards to track supplier data updates.

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Filter

The key element of a dashboard widget is the filter used to find items to be shown in the widget. Image Added

Setting up dashboards and widgets

Dashboards and Widgets are created and managed in the left side of the Administration menu:

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In general, dashboards and widgets to track supplier data updates are created the same way as you create all other dashboards and widgets to use in Perfion. Please refer to article Administration Menu for details. This article only describes the special things you need to know to create widgets that track supplier data updates.

Widgets to track supplier data updates

A widget that tracks supplier data updates is created like all other widgets in Perfion. The only differences are the Filter and the View which are described below:

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Filter

This filter is based on an API query, and the API query language has been extended with some new options specifically built for tracking supplier data:

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Select

No changes. You need only select “value” in a query buil build to track supplier data updates.

From

You should always specifiy specify the feature exposed as the Product Feature in Company Settings. (typically ID 100)

Where

The where-clause is key to tracking supplier data updates. You can specifiy specify where-clauses like this.

Specific features with unhandled supplier updates (yellow color in grid)

<Clause id="(1600,210,148,230,218,219,220,102)._Status" operator="=" value="AwaitsOwner" />

All features with unhandled supplier updates (yellow color in grid)

<Clause id="*._Status" operator="=" value="AwaitsOwner" />

Specific features with rejected supplier updates (red color in grid)

<Clause id="(1600,210,148,230,218,219,220,102)._Status" operator="=" value="AwaitsSupplier" />

All features with rejected supplier updates (red color in grid)

<Clause id="*._Status" operator="=" value="AwaitsSupplier" />

All features with unhandled supplier updates (yellow color in grid) from a specific supplier

<Clause id="*._Status" operator="=" value="AwaitsOwner" />
<Clause id="_SupplierID" operator="=" value="8" />

View

Dashboard widget rely on a view to determine which features to show in grid. Views are built as “normal” API queries that only contain a Select element.

Select

With the launch of the supplier portal, four new “views” can be used in these queries:

• Expose returns all features exposed for suppliers to manage

• ExposeReadOnly returns all features exposed as read only to suppliers

• Mandatory returns all features marked as mandatory in the cofiguration configuration

• AutoAccept returns all features set to Auto Accept in the configuration

Building a widget

When you have created a filter and and view, you can now build a widget to track supplier updates. A typicl widget would look like this:

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