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 Personal Settings

Use

Generally, when you re-invoke an application, the last-processed requisition or purchase order appears just as you left it. That is to say, if the header was closed and the item overview and item details were open, the relevant document will reappear in precisely this state, with your personalized column arrangement.

In addition to this, you can make further personal settings when using the applications.

Features

Through the personal settings, you can specify that:

Environment information is to be displayed in a new session

You can specify that a new window (a new session) is opened when master data on a material, vendor, and so on is displayed.

You wish to enter or select the organizational data

You can choose whether you wish to enter the organizational data in a purchase order manually or make selections from a list field.

Your own documents are to be selected from within a certain time period only

You can predefine the period from which the relevant requisitions or purchase orders are to be taken for the variants My Purchase Orders, My Purchase Orders on Hold, and My Purchase Requisitions (for example, only purchase orders from yesterday).

The document overview is to be compiled automatically

System messages are to be collected in an error log

You wish to maintain default values

Automatic Compilation of Document Overview

You can specify that the last-used variant is to be displayed in the document overview when you invoke the application.

Alternatively, you can invoke the application without documents being selected via the last-used variant and displayed in the document overview.

If you wish to use the document overview at a later point in time, you must choose the desired documents via a variant.

For more information, see Working with the Document Overview .

No Distracting Messages While Processing Documents

You have the option of either receiving system messages while processing the relevant document (and attending to them immediately) or initially entering all the data without such distractions and then dealing with any errors or incomplete information at a later date, on the basis of an error log.

You can also specify which and how many of these messages are to be displayed.

For more information, refer to the section Error Log .

Maintaining Default Values

To reduce the amount of work involved in creating requisitions and POs, you can maintain default values. This makes particular sense in the case of data that you have to enter over and over again in every requisition or PO (the purchasing organization and purchasing group, for example).

You can maintain your personal default values for header and item data.

If you regularly create standard purchase orders for your plant in Atlanta, for instance, you can maintain the default data accordingly. This data is then automatically inserted into the relevant fields when you create a new purchase order.

Activities

Choose Personal Settings in the application toolbar of the application in order to maintain your own personal settings.