Open Documents

The Open Documents widget provides quick access to open documents and enables you to monitor them.

Procedure

Selecting Document Types for Display in the Widget

In the widget window bar, click the (Tools) icon.
From the dropdown menu, choose Settings.
In the Open Documents – Widgets Settings window, select the document types you want to display in the widget.
Do one of the following:
- To confirm your selections, choose the OK button.
- To cancel your changes, choose the Cancel button.

Monitoring and Checking Open Documents

The widget displays the number of currently open documents for each document type, and lets you view and monitor the overall status for each document type.

Note Note

Refresh the widget before viewing the number of open documents to make sure you receive the most up-to-date statistics. For more information about how to refresh the widget, see Adding and Setting Up Your Widgets.

End of the note.

To access the open documents, proceed as follows:

Inside the widget, choose the document type with which you want to work.
A window appears, displaying all the open documents for this document type.
In the Open Items List window, choose the document you want to open.

The following table shows the open document types defined for each SAP predefined cockpit:

SAP Predefined Cockpit	Document Types Displayed in the Open Documents Widget
Sales	Sales Quotations Sales Orders Deliveries Returns A/R Down Payments – Unpaid A/R Down Payments – Not Yet Fully Applied A/R Invoices A/R Credit Memos A/R Reserve Invoices – Unpaid A/R Reserve Invoices – Not Yet Delivered
Service	A/R Down Payments – Unpaid A/R Down Payments – Not Yet Fully Applied A/R Invoices A/R Credit Memos A/R Reserve Invoices – Unpaid A/R Reserve Invoices – Not Yet Delivered
Finance	A/R Invoices Open Service Calls
Purchasing	Purchase Orders Goods Receipt POs Goods Return A/P Reserve Invoices

More Information

Working with Cockpit Widgets