Expiring Documents 

Use

You can display the following expiring documents in this worklist:

●      Inquiries

●      Quotations

●      Contracts

Integration

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

Features

To determine expiring documents, the system checks the validity date (valid from and valid to). If your sales representative gives a customer a quotation, the quotation is valid in a specific period. If the customer accepts the quotation within the period, they get the goods at the conditions quoted.

●      Limit the scope of the list by entering search criteria, such as sales document type, sold-to-party, customer order number, or material.

●      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 sales documents as follows:

●      You display a sales document. Select one of the following options:

○       Click on the relevant link under the document number.

○       Select the line and choose Display.

The document is displayed in a new window.

●      If you want to change a document, select the line and choose Change.

The document is displayed in a new window and you can change data. Save the document and close the window.

●      If you want to display the customer data for a document, select a line and choose Customer Fact Sheet.

The system opens a new window showing the fact sheet for the relevant customer. The customer fact sheet is called with the Customer and Sales Area parameters of the sales document for the selected line.

To update the list, click on Refresh in the worklist.