---
title: How to find late orders and plan revisions
url: https://tideswell.xyz/docs/purchasing/find-late-orders
description: Filter the book to late orders, read the exception badges, and use the calendar to see what needs a decision this month.
---

> Documentation index: fetch https://tideswell.xyz/llms.txt to discover every page before exploring further.

# How to find late orders and plan revisions



The order book has three views of the same orders: **List**, **Board** and the revisions
**calendar**. The choice stays in the address, so a refresh or a bookmark lands back on it.
This page is about using them to find what needs you.

## How do you find what is late? [#how-do-you-find-what-is-late]

In the **List**, use the **Late** filter, which carries a count beside it.

**Late** means past the expected arrival, or the ship date when there is no expected arrival,
and not yet finished. Lateness is judged against your workspace's own calendar day, so it does
not flip over at some other timezone's midnight.

An order with no dates reads **No date** rather than late, because that is a gap in your
records rather than a supplier failure. Those are worth fixing: an undated order can never be
scored in a supplier's delivery record either.

## How do you sort and search the book? [#how-do-you-sort-and-search-the-book]

Click a column heading to sort by revise-by date, vendor, PO number, ship date, revision state,
receiving state, lateness or amount. Search by vendor or PO number.

The running total of the book is shown per currency and never added together across
currencies, which is the only honest way to total a multi-currency book.

## What do the two state chips mean? [#what-do-the-two-state-chips-mean]

They answer different questions and are easy to confuse.

**Revision state** is the change you are asking the supplier for: **Revised**, **No change**,
**Deliver early** or **ASAP**. It describes your request.

**Receiving state** is the delivery picture: **Open**, **Partially received**, **Received** or
**Closed short**.

An order can be Revised and Open at the same time. One is about paperwork and one is about
goods.

## What are the exception badges? [#what-are-the-exception-badges]

Warnings worked out from the order itself: **Closed short**, **Late**, **No supplier reply**,
**Waiting on sign-off** and **No owner**.

Scanning the board for badges is the fastest triage there is. Each one names a different
person's problem:

* **Late** and **No supplier reply** are yours to chase.
* **Waiting on sign-off** is somebody else's, per <Ref to="purchasing/approvals" />.
* **No owner** means nobody has been made accountable, which is why it has gone quiet.

## What is the revisions calendar for? [#what-is-the-revisions-calendar-for]

Seeing what needs a decision before it is too late, plotted by month against vendor.

It has two grids. **Revise by** shows which vendor's orders need a revision decision in which
month, colour-coded green for on track and amber for asap or deliver-early. **Ship and
dollars** shows how much money is scheduled to ship per vendor per month, with totals.

Click a cell's pencil to open and edit that order, or click a vendor name to jump to that
vendor's stock.

That jump is the useful move. It puts the order you are about to revise next to the stock
position that should decide it.

Only orders that carry dates appear here. An undated book shows a message saying there is
nothing to plot yet.

## How should you actually work this? [#how-should-you-actually-work-this]

Once a week, in this order.

Open the **calendar** and deal with anything whose revise-by date falls this month, because
those are the decisions with a deadline. Then filter the **List** to **Late** and chase.

Check the late orders against stock before you chase, since a late order covering something
with four months of cover is not urgent, and one covering an oversold line is. See
<Ref to="inventory/running-out-oversold-and-dead" />.

When a supplier is repeatedly late, their delivery record turns that impression into a number
worth quoting, per <Ref to="purchasing/supplier-terms-and-delivery-record" />.

## Can this find me instead? [#can-this-find-me-instead]

Yes. Purchase order alerts can watch the book and tell you rather than waiting for you to
look. See <Ref to="automations/stock-and-order-alerts" />.