1. Using Supply Chain Planning Common Features
  2. Access Tasks as Quick Actions on a Home Page

Access Tasks as Quick Actions on a Home Page

Some tasks that are accessible by using the tasks panel drawer in a supply chain planning work area are also available from the home page as quick actions.

Click the Show More link on the home page to display all of the available quick actions for which you have access. You don't have to first navigate to a supply chain planning work area to take an action. For example, use quick actions to create a sourcing rule to purchase components from a new supplier without having to first select a planning work area.

In addition, there are work area-specific preferences that enable you to change your default page layout without having to first launch the work area. These preferences are useful if you configured a content-heavy default page layout that's taking too long to load. In such cases, you can change your default page to a different page layout that opens quicker and then edit the content-heavy page layout to make it perform better.

Here's some additional information about quick actions on a home page:

  • You must have the applicable privileges associated with the task to see the task as a quick action on the home page. Each quick action is secured by its related privilege or privileges. For example, if you have the Manage Planning Sourcing privilege, then you should see the Manage Sourcing Rules task in the tasks panel drawer in the work area. You should also see the task as a quick action on the Supply Chain Planning or Order Management (in the case of Global Order Promising) home pages.

  • You must have access to the work area to see the associated manage preferences quick actions. For example, you must have access to the Supply Planning work area to see the Edit Supply Planning Preferences quick action.

  • You can't navigate to any other UI or open other tabs. When you click a quick access link, the UI opens in the page, but you aren't in a work area.

  • You can only return to the Supply Chain Planning home page when you close out of a task that you initiated from the Supply Chain Planning home page.