Procurement Visibility Platform
Sales orders, line items, and purchase orders in one operations app, with receiving, tracking, and fulfillment information available for follow-up.
My roleProcess owner · Solution designer · Power Platform builder
Sales Order VisibilityBGOverview reconstruction retained from the portfolio source. “Needs PM” means project-manager follow-up; tracking refers to shipment information. Counts, names, and records are illustrative; no confidential production data.
See illustrative line-item and purchase-order views
Sales order line item
- Sales order
- SO104872 (fictional)
- Item
- Example equipment item
- Quantity / received
- 4 / 2
- Purchase order
- PO208416 (fictional)
- Purchasing status
- PO Created
Purchase order detail
- Purchase order
- PO208416 (fictional)
- Vendor
- Example supplier
- Quantity / tracking
- 4 / Sample tracking reference
Illustrative detail layouts based on documented fields. These are static examples, not original app screens.
Read the case study
Problem
Sales order, purchase order, shipment, and receiving information was scattered across ERP exports, spreadsheets, PDFs, and inboxes. Project managers needed a clear view of material status.
My role
I owned the purchasing process, designed the solution, and built the Power Apps interface and Power Automate workflows.
Solution
Scheduled NetSuite report intake feeds structured SharePoint lists. Users move through three views: sales orders, individual line items, and purchase orders, with receiving, tracking, and fulfillment information alongside them.
Key design decision
Unique record keys prevent duplicates. Clear purchasing statuses distinguish items that need review from those with a purchase order, work order, stock fulfillment, or no purchase order required. Batch checks and controlled imports protect the data; exception views make missing information visible.
Outcome
The app brought material status and exceptions into one searchable view for project managers, supporting routine follow-up without repeatedly piecing together separate reports. No measured time-saving or ROI claim is made.
Evidence
The interface below is a sanitized reconstruction with fictional records, not a screenshot of the production system. The illustrated line-item and purchase-order views follow the documented three-view structure.



