Working with the Document Overview (SAP Library

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, 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.

Features

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

Choose Documents

You can choose which documents are displayed to you 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

Purchase Orders on Hold

My purchase requisitions

Note

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

Specify Document Display

You can specify:

Which data from the chosen documents is to be displayed to you (e.g. document number, vendor, material).
How the data from the chosen documents is to be displayed (e.g. all POs for a material or all POs 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 POs 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 Selection variant ® Change.

If you no longer need a certain selection variant, you can delete it. To do so, choose Selection variant ® Remove.

Choose Documents for Processing

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

Find Documents

You can search for documents in the document overview (e.g. for a PO with a certain document date). To search for documents, click This graphic is explained in the accompanying text .

Refresh Document Overview

You can update the document overview during your processing without having to reselect the relevant documents. To refresh the document overview, click This graphic is explained in the accompanying text .

In the document overview, you can display requisitions 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, click the Document overview off button.

Activities

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

Define a selection variant.

(Specify which purchasing documents you wish to see.)

Note

If the selection criteria do not suffice, you can choose additional ones on the selection screen via Edit ® Dynamic selections.

Define a layout.

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

Define the breakdown.

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

Save these settings as a layout.

For more information, refer to the section Defining the Document Overview.