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 Defining 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.

Prerequisites

You have activated the document overview by clicking the Document Overview On button.

Procedure

Suppose you want to define a variant that shows you all open purchase requisitions belonging to purchasing group 001 that were created or changed between April 1 and April 30.

You also want to see the desired material, the quantity ordered, and the desired vendor for each requisition item.

Since you have to process the oldest requisitions first, you wish to have the requisition numbers sorted in ascending order.

Which Documents do I Wish to See?
Specifying the Criteria
  1. Choose to choose a selection variant. A menu appears.

  2. Choose Purchase Requisitions from this menu. A selection screen appears.

  3. On the selection screen, select Open only and enter 001 in the Purchasing group field.

  4. Choose for dynamic selections.

    In the upper left-hand part of the screen, requisition fields that can be used as additional criteria are offered to you. Display the subnodes for Purchase requisition at that point.

  5. Select Changed on and click to adopt selected criteria.

  6. Choose to enter further data and enter '04.01.2009' to '04.30.2009' on the Intervals tab page in the next window.

  7. Choose Adopt . The selection screen reappears.

  8. Choose Execute to carry out the selection immediately.

    Choose Save to save your criteria as a variant.

Saving a Variant
  1. Enter a name and a short text for the variant.

  2. Choose Save to save your variant.

  3. Choose Execute to carry out the selection. The document overview then contains all the requisitions that satisfy your criteria.

Which Data from These Documents do I Wish to See?
  1. Choose to choose the layout. A menu appears.

    • From this menu, choose Change layout to define a new layout.

      An additional window appears, in which you can choose the desired fields. There you select Requisition item, Material, Quantity ordered and Desired vendor, and transfer these fields from the column set to the column selection.

      Choose .

    • From this menu, choose Choose layout to use an already existing layout.

      On the next screen, choose the desired layout and then click Adopt .

  2. Choose in the document overview area to choose the layout, and then Save layout.

How is This Data to be Displayed?
  1. Choose to change the breakdown. An additional window appears, in which you can define how the data is to be sorted.

  2. Select Requisition item and adopt this field as a sort criterion from the column set. Choose to have the requisitions sorted in ascending order.

  3. Choose .

  4. Choose to choose the layout, and then Save layout.

How Can I Enter the Application with this Display?
  1. Choose to choose the layout, and then Manage layout.

  2. Select the desired layout.

  3. Choose if you want to enter the application with the selected layout.

  4. Choose to save.

  5. Choose to return to the application.

    Note Note

    In your personal settings , you can specify that the document overview is to be compiled automatically when you start the application. The variant you chose before exiting the application is used to select the documents.

    End of the note.