Best Practices: Work Lists

My Exchange works lists can serve as work queues and special reports. They are shareable with colleagues for work transparency and collaborative projects. Here are some examples of common work lists that can help your organization monitor transactions.

Key Accounts/Vendors

Available in Orders, Transactions, and Invoices

Use this work list to:

Include in the work list criteria:

Deliver great customer service to your key customers Assess order fulfillment performance of your most relied upon vendors Find issues with particular organizations

Buyer, supplier, or distributor organization Note: Use the asterisk (*) wildcard to tailor the organization criteria (e.g. A* shows all organization names starting with the letter A, *anvik* shows all names including the word “anvik.” Use IDN-Select All Facilities or Supplier-Root to see all transactions associated with the parent organization. Optional: Include exception types (e.g. Part number, Price, etc.) to check exceptions.

Terminated Transactions

Available in Transactions

Use this work list to:	Include in the work list criteria:
Catch disruptions in your transactions	Terminated status

Channels

Available in Orders, Transactions, and Invoices

Use this work list to:	Include in the work list criteria:
Check transactions in other GHX solutions if your organization is using multiple GHX automation tools (Exchange, G-Fax, WebConnect, etc.)	GHX solution name Optional: Include exception types (e.g. Part number, Price, etc.) to check exceptions.

Supplier Messages

Available in Orders

Use this work list to:	Include in the work list criteria:
Read messages in POAs that may influence purchase orders and item deliveries	Supplier messages check box

“Ghost” Orders

Available in Orders

Use this work list to:	Include in the work list criteria:
Monitor information associated with purchase orders submitted via fax or phone call Note: Fax and phone call purchase orders are referred to as “ghost” orders because they are not visible in My Exchange.	POA with no matching PO status ASN with no matching PO status Invoice with no matching PO status

Parked in Intelligent Business Rules

Available in Orders and Transactions

Use this work list to:	Include in the work list criteria:
Track how long the orders are processing in status the GHX’s tool for suppliers, Intelligent Business Rules Note: Make sure orders parked in Intelligent Business Rules are checked daily	Parked in Intelligent Business Rules

Catalog and PO/Line Details

Available in Transactions

Use this work list to:	Include in the work list criteria:
Reveal whether GHX is successfully receiving item master information	Catalog transaction type Purchase Order/Line Details transaction type A longer time period (e.g. 30 days, 3 months)