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.
It is not possible to use dashboards in the supplier portal itself. This will be added to the supplier portal in a later release.
Filter
The key element of a dashboard widget is the filter used to find items to be shown in the widget.
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:
Select
No changes. You need only select “value” in a query build to track supplier data updates.
From
You should always specify the feature exposed as the Product Feature in Company Settings.
Where
The where-clause is key to tracking supplier data updates. You can 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.
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 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 typical widget would look like this:
