Don't Get Caught off Guard Beacon Finance imports POTS data to show you orders from beginning to end. Leverage the tools in the Beacon Product Suite related to POTS data to ensure you know what is coming down the line.   You can track and report on your pending purchase orders against your Budgets and Allocations in Beacon Finance to give you a true balance.  See It First Add the Unapproved Requests and Approved Requests columns to your Account Structure to see your POTS data in the view hierarchy. Custom columns give you flexibility on your Account Structure. Add the POTS data to your custom columns to include the orders in your balance. For example, you can create a column that subtracts the Unapproved Requests, Approved Requests, Commitments, and Obligations from your Allocations to find out how much you have remaining.  Attention to Detail From the Account Structure Screen, you can drill down to view the POTS orders that make up the total. Next, you can customize your columns, summarize the POTS data by Order Number, and sort the results by any of the columns you have displayed.  User Defined Projects You can now group POTS Orders together using User Defined Projects! Simply create a new project, flag the transactions you would like to group in your project, and click save.   This feature will help you track the status of related orders in one, easy-to-find place. Quick Reports Use the Beacon cards to get quick reports related to the status of the POTS data in Beacon Finance.  Sign up for Alerts! Receive a notification when a pending purchase order is approved for a given CAN by signing up for the Pending Approved Orders Alert.