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Use the Request Changes link on the Home page to view:
A history of the demographic requests submitted to the customer, including pending, approved-finalized, rejected, and canceled requests
The details of a specific demographic request
You can filter the Request History grid by address type and status.
The alio Vendor Portal administrator determines the demographic request options available to you. If you are not authorized to submit demographic requests, the Request Changes link does not display on the Home page. |
The following links display on the Demographic Request History Queue page.
Link |
Purpose |
Click the link for more information |
New Request |
Click the New Request link to display the Demographic Request Queue. This queue lists the addresses and contacts currently on file with the customer. |
|
Request Date link |
Click a Request Date link to display the corresponding request details. You can also use this option to cancel a demographic request. |
The grid associated with each view displays the following information.
Column Heading |
Definition |
Request Date |
This column displays the date the request was submitted. Click this date link to view the request details. |
Address Type |
This column displays the type of address changed, e.g., purchase order, primary, billing, etc. |
Mode |
This column displays the type of demographic change submitted. Values are Add, Edit, and Delete. |
Status |
This column displays the current status of each request. Possible statuses are Pending, Approved – Finalized, Rejected, and Canceled. |
Next Approver |
This column displays the names of the persons responsible for approving the demographic request. |
You can filter the Request History grid by address type, status, and/or filter criteria box. All filter criteria is retained until you manually remove or change the filter criteria, close the grid filter, or log out of the alio Vendor Portal. The filter values are also removed if your alio Vendor Portal session is timed out.
Click the Status
Drop Down List
button to select the status of the demographic
requests to be displayed in the grid. The grid is refreshed to show
only the requests that match the selected status.
Select All to list requests with all statuses.
Click the Address
Type Drop Down List button to select the
address type assigned to the demographic requests to be displayed
in the grid. The grid is refreshed to show only the requests that
match the selected address type.
Select All to list all request types in the grid.
Use both filter options to list requests with a specific address type that have the same status.
Follow these steps to filter the Request History grid using the data displayed in the grid columns. Applying multiple filter criteria limits the number of requests displayed.
If necessary, click the
Filter button to display
the filter criteria boxes that correspond to each heading in the grid.
Type the filter criteria in each applicable box; use the % sign as a wildcard character. You can type the percent sign in the following positions: X%, %X, and %X%.
Press the Enter key to filter the grid.