FDA HOLD
NOA received → LOT submitted → FDA sampling → Release. Record dates and LOT numbers directly on each item row.
Right-click a row for actions · Shift+F10 for keyboard · FDA HOLD applies to selected items
Tasks
Shared team to-do board. Assign a task to a teammate and they get reminded in the app. Drag a card to another column to update progress; click a card to edit it.
Daily Sheet Migration
Upload the current Daily Sheet workbook. Leave replace mode off for normal incremental updates.
| Type | Record | Details |
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Supplier Shipping Plan
Step 1 — export a blank template per supplier (their At Source POs, last known dates pre-filled in grey, reference columns locked). Send each file to the supplier to fill in.
Step 2 — upload a supplier's weekly plan workbook (columns: PO, planned ETD, planned ETA, Note). Rows are matched by PO and compared with last period — delay and earlier are highlighted. Nothing is saved until you confirm, and only ETD(origin)/ETA(origin) change.
Demand Planning Sheet
Upload this week's Demand Planning Details workbook to refresh Coverage. Nothing is saved until you confirm — accounting junk rows are filtered, and the sheet's On Order is checked against open POs to catch a unit mismatch.
Open PO Check
Upload the ERP "Open Purchase Orders" export (.csv or .xlsx). Every Document Number is matched against the Workboard — active loads and received history. Read-only: nothing is saved. POs that are in the file but missing from the Workboard are the ones not yet uploaded.
Preset Reports
Summary reports across active orders — At source, In transit, Arriving. Received orders are excluded.
Archive Reports
Summaries over the full purchase and receiving history.
Plan History
Per Load and PO deviation from the original plan: how many times the supplier pushed the ETD, total slip in days, and whether they reported a different destination. Click a row to see its weekly timeline.
Coverage
No demand sheet uploaded yet
Global default —
Global default safety band (months)
Applies across all categories. Classification filters only change this view.
About coverage
How coverage works
Coverage = available stock ÷ (full forecast ÷ 9 months). Each SKU uses its effective safety band.
Status counts reflect the selected product and customer categories. Choose a status to filter the table; choose it again to show all.
Click a column header to sort, a SKU to open its projection, or a PO count for orders and ETAs.
Upload the weekly Demand Planning sheet on the Import tab to refresh the source.
No demand sheet uploaded yet
Audit Log
Every change is recorded here: who did what, and when. Deletions stay traceable even after a load is gone.
Admin
Manage team users, roles and system monitoring.
Users & Roles
Create team accounts and choose what each can do. Admin = full access. Operation = edit the Workboard; no import or admin. Visitor = view, search and reports only.
A Microsoft email is pre-approved only for this user and role. The first verified sign-in links the stable Entra identity.
System Monitor
Saved errors, recent activity, and current system readings.
System readings
Active users (last 15 min)
Since service start
Saved server errors
Latest samples only. Recorded counts can have gaps. Operation names identify the failed request, which may be an automatic refresh; they do not reconstruct earlier steps. The account belongs to the latest saved sample, not everyone affected.
| Last recorded | Failed operation / error | Status | Recorded occurrences | Latest verified account | Details |
|---|
Safe frame metadata
Resolved errors reopen when they recur. Ignored errors keep recording while the saved group exists.
History is normally cleaned after 90 days without recurrence. At capacity, an older resolved group may be replaced sooner.
Related records
Field Dictionary
Review imported archive columns, canonical names, and detected data types.