Filtering the Workbench by Preferred Vendor
After creating a preferred vendor saved search, you can use it to filter the Planning Workbench by vendor. The following procedures describe scenarios where all fields are completed. You can select any field, or combination of fields to filter your workbench view.
To filter the workbench by preferred vendor:
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In the Planning Workbench, Item Filters section, select a Planning Workbench View.
For example, US Vendor View.
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In the message box, click OK.
The filters associated with the saved search are displayed. For example, your Supply Type could be Planned Purchase Order and Purchase Order.
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In the Results Summary, click the item type.
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To return to unfiltered Planning Workbench view, click the refresh icon (
).
To change a preferred vendor:
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In the Saved Item Search, Criteria subtab, select the Saved Search. For example, Preferred Vendor.
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In the Saved Item Search pop-up window, select the new preferred vendor.
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Click Set.
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Save the Item Search.
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Save the Planning Workbench View.
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Refresh the Planning Workbench View Item Filter.
The Source column displays the new preferred vendor.