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, POs, vendor scheduling agreements, etc.). At the same time, you can work on your requisitions or POs 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 04.01 and 04.30.

You also want to see the desired material, the quantity ordered, and the desired vendor per 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. Click 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. Click 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 sub-nodes for Purchase requisition at that point.
  1. Select Changed on and click to adopt selected criteria.
  2. Click to enter further data and enter '04.01.1999' to '04.30.1999' on the tab page Intervals in the next window.
  3. Click Adopt. You return to the selection screen.
  4. Click to carry out the selection immediately.

Click to save your criteria as a variant.

 

Saving a Variant

  1. Enter a name and a short text for the variant.
  2. Click to save your variant.
  3. Click 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. Click to choose the layout. A menu appears.

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.

Now click .

On the next screen, choose the desired layout and then click Adopt.
  1. Click in the document overview area to choose the layout, and then Save layout.

 

How is This Data to be Displayed?

  1. Click 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. Click to have the requisitions sorted in ascending order.
  3. Click .
  4. Click to choose the layout, and then Save layout.

 

How Can I Enter the Application with this Display?

  1. Click to choose the layout, and then Manage layout.
  2. Select the desired layout.
  3. Click if you want to enter the application with the selected layout.
  4. Click to save.
  5. Click to return to the application.

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