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.
You have activated the document overview by clicking the
Document Overview On
button.
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.
Choose to choose a selection variant. A menu appears.
Choose
Purchase Requisitions
from this menu. A selection screen appears.
On the selection screen, select
Open only
and enter
001
in the
Purchasing group
field.
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.
Select
Changed on
and click
to adopt selected criteria.
Choose
to enter further data and enter '04.01.2009' to '04.30.2009' on the
Intervals
tab page in the next window.
Choose
Adopt
. The selection screen reappears.
Choose
Execute
to carry out the selection immediately.
Choose
Save
to save your criteria as a variant.
Enter a name and a short text for the variant.
Choose
Save
to save your variant.
Choose
Execute
to carry out the selection. The document overview then contains all the requisitions that satisfy your criteria.
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
.
Choose
in the document overview area to choose the layout, and then
Save layout.
Choose to change the breakdown. An additional window appears, in which you can define how the data is to be sorted.
Select
Requisition item
and adopt this field as a sort criterion from the column set. Choose
to have the requisitions sorted in ascending order.
Choose .
Choose
to choose the layout, and then
Save layout.
Choose
to choose the layout, and then
Manage layout.
Select the desired layout.
Choose if you want to enter the application with the selected layout.
Choose to save.
Choose to return to the application.
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.