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 Working with the Document Overview

Use

In the document overview, you can display different purchasing documents that you need for your daily work (such as requisitions, purchase orders, and vendor scheduling agreements). At the same time, you can work on your requisitions or purchase orders in the right-hand part of the screen.

Features

The following functions are available to you when working with the document overview:

Choose Documents

You can choose which documents are displayed in the document overview.

You can display the following documents:

  • Purchase orders

  • Requests for quotation

  • Contracts

  • Scheduling agreements

  • Purchasing documents in general

  • Purchase requisitions

  • My purchase orders

  • Held purchase orders

  • My purchase requisitions

    Note Note

    Note that in the variant My purchase requisitions , only those requisitions that you created yourself are selected.

    End of the note.
Specify Document Display

You can specify:

  • Which data from the chosen documents is displayed (for example, document number, vendor, and material).

  • How the data from the chosen documents is displayed (for example, all purchase orders for a material or all purchase orders issued to a certain vendor).

If necessary, you can save your selection criteria as a variant for subsequent re-use.

Change or Delete Selection Variant

  • If you wish to see not only the purchase orders issued by your purchasing group 001 but also those issued by purchasing group 002, for example, you can change your selection variant for purchase orders accordingly. To do so, choose Start of the navigation path Selection Variant Next navigation step Change. End of the navigation path

  • If you no longer need a certain selection variant, you can delete it. To do so, choose Start of the navigation path Selection Variant Next navigation step Delete. End of the navigation path

Choose Documents for Processing

You can display a certain document (for example, a purchase order) by double-clicking on it in the document overview.

Find Documents

You can search for documents in the document overview (for example, for a purchase order with a certain document date). To search for documents, choose .

Refresh Document Overview

You can update the document overview during processing without having to reselect the relevant documents. To refresh the document overview, choose .

In the document overview, you can display requisitions that you wish to process, for example. When you return to your workplace after a meeting, for instance, you can refresh the document overview so that it also contains requisitions that have recently been created or changed.

Hide Document Overview

If you no longer need the document overview, you can hide it. To do so, choose the Document Overview Off button.

Activities

To personalize the document overview, you must carry out the following steps:

  1. Define a selection variant.

    (Specify which purchasing documents you wish to see.)

    Note Note

    If the selection criteria do not suffice, you can choose additional ones on the selection screen by choosing Start of the navigation path Edit Next navigation step Dynamic Selections. End of the navigation path

    End of the note.

  2. Define a layout .

    (Specify which data is to be displayed to you from the chosen purchasing documents.)

  3. Define the breakdown .

    (Specify how the data from the chosen purchasing documents is to be displayed.)

  4. Save these settings as a layout .

For more information, see Defining the Document Overview .