Individual Purchase Order 

Use

You can use this worklist to monitor the progress of individual purchase orders in purchasing. These purchase orders are assigned to a sales order account. You check the release or delivery status of orders in which you are the responsible sales representative, for example.

Integration

This query is called in the Worklist for Sales Documents iView. For additional technical information, see List of Personal Worklists.

Features

A mandatory restriction is that there must be an account assignment to a sales order.

You can restrict the selection using search criteria from purchasing and from the associated sales order from sales.

●      Organizational structures of purchasing (such as purchasing organization or purchasing group)

●      General data of the purchase order (such as document type)

●      Status of the purchase order (such as released)

●      Organizational structures of sales and distribution (such as sales organization, sales office, or sales group)

●      Employee responsible in sales and distribution

●      Statuses of the sales order (such as incomplete, locked by credit check)

●      General criteria of the sales order (such as order type, customer)

You can use the criteria personalization to determine the search criteria for the quick search. For more information, see Personal Worklist.

Activities

You can process the incomplete purchase orders as follows:

●      You display a purchase order. Choose one of the following options:

○       Click on the relevant link under the purchase order.

○       Select the line and choose Display.

The purchase order is displayed in a new window.

●      You display vendor data. Choose one of the following options:

○       Click on the underlined number of a vendor.

○       Choose Display Vendor Contact Data.

The purchase order is displayed in a new window.

●      You display a sales order. Choose one of the following options:

○       Click on the underlined number of a document.

○       Select the line and choose Display Purchase Requisition.

The document is displayed in a new window.

●      If a goods receipt already exists, you can display it by choosing Goods Receipt.

●      If you want to change a sales order, choose Change Sales Order.

To update the list after a change has been made, click on Refresh in the worklist.

●      You display a customer. Choose one of the following options:

○       Click on the underlined number of a customer.

○       Choose Display Customer.