Track line items

Silkline's Line Items view provides a single place to track all line items. This can be helpful for material planning workflows.

Line items can be searched, sorted, filtered, and grouped based on various attributes.

Filters

Filter	Comments
Buyer	Filter by one or more buyers
Supplier	Filter by one or more suppliers
Status	Filter on the workflow step of line items
Requester	Filter by one or more requesters
Receipt status	Filter by receipt status: OPEN – quantity received is 0 PARTIAL – quantity received is greater than 0 but less than then quantity ordered COMPLETE – quantity received is equal to the quantity ordered
ETA before	Filter on line items with an ETA before a specified given. You can also select from preset options of 15, 30, 60, or 90 days from now.

When a filter is applied, the filters button will show a green dot to remind users:

Columns

Filter	Comments
Supplier	The supplier of an order / line item
Item	The part or description for the line item
Qty	The quantity ordered
Unit of Measure	The unit of measure for the part associated with a line item
Qty Received	The quantity received
Qty Remaining	The quantity ordered less the quantity received
Receipt Status	OPEN – quantity received is 0 PARTIAL – quantity received is greater than 0 but less than then quantity ordered COMPLETE – quantity received is equal to the quantity ordered
Unit Price	The unit price of the line item
ETA	The estimated delivery date of the line item
Need Date	The need date of the line item (or the promise date or contractual delivery date)
Order	The order number
Line	The line number
Status	The workflow timeline tracker for the line item. Hover over this to see a detailed list of workflow steps.
Buyer	The buyer of an order / line item
Requester	The requester of an order / line item
Last Updated	The date the line item was last updated
Created	The date the line item was created

Grouping

Grouping helps to visually organize data by a certain dimension, such as supplier or need date. For example, you might want to group by supplier to see all of a supplier's open lines. Alternatively, you might group by need date to see which items are coming due in the next week.

In the line items view, you can group on these dimmensions:

• Supplier

• Item

• ETA

• Need Date

• Order

• Buyer

• Requester

You can layout groupings by row or by column.

Export to CSV

You can export the current line items view to a CSV file. This can be particularly useful for material planning workflows like a clear-to-build report where you need to marry procurement data with BOM data including make parts. The exported CSV retains the columns and filtering of the view.