Function

Description

Default Settings for Items

This function assists data entry. Entries that you make here are copied to all new items. Existing items are not changed.

Old Purchase Orders and Templates

You can transfer individual items or even entire shopping carts from old purchase orders and templates to your new template.

Create Limit Item

You can order unspecified services and define a value limit and/or a performance period for these. You can select a vendor from the vendor list and also select the required service provider.

Order Temporary Labor

You can order temporary labor, define the performance period and the price, and add limit items for overtime hours and expenses. You can select a vendor from the vendor list and also select the required service provider.

 (Delete)

You can delete all the items from the template.

 (Details)

The system displays the item details where you can add documents or attachments, or change the ship-to address and sources of supply, for example.

Documents and Attachments

You can attach documents providing additional information for approvers, for example.

Vendor Text

You can enter a text that is sent to the vendor.

Internal Note

You can create internal notes to send the approver or purchaser a message, for example.

Sources of Supply

The system displays the possible sources of supply (existing either in the backend system or locally) for the product or user-defined text items.  If, when adding an item to the shopping cart, the system finds a unique source of supply, this is assigned. If you do not want to use the source assigned, you can replace it with a preferred vendor . If no preferred vendor or source of supply is assigned, the system creates an incomplete purchase order (locally) or purchase requisition (in the backend).

Adding an item to the shopping cart

You can either enter a preferred vendor or select a vendor from the vendor overview. The vendors from the vendor overview have a valid contract or purchasing info record, for example, for the product. You can undo this assignment by selecting , and then select another vendor.

You can also access vendor lists compiled by your purchaser. The vendors contained in a vendor list are highlighted in the sources of supply list. Depending on the Customizing settings, the system displays either all vendors or just those in a vendor list.

Changing an item in the shopping cart

When you change a product category, company code, or plant, sourcing is carried out again.

Services

Only local sources of supply are available for local services. In the backend, no sources of supply are available. You can select a vendor either via the sources of supply list or the vendor list. In addition, you can also select a service provider. If you select the service provider first, the vendor is assigned automatically.

Blanket purchase orders

Sources of supply are not available for blanket purchase orders. You can, however, select a vendor from the vendor list.

Save Template

The system saves your template. You can process it further and order it using the Check Status application.

Refresh

You can update the display of the shopping cart after you have changed the quantity or the price, for example, in the item overview.

Check

You use this function to check your template for errors or warnings.