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This section describes general tasks that you perform throughout most SAP Sourcing modules.

Activities

Changing and Saving a Sourcing Document

You use buttons in the toolbar to make a sourcing document editable, save changes, undo the most recent set of changes, and close a document without saving changes.

Changing a Sourcing Document:

To change a sourcing document, select the Edit button in the toolbar.

Note Note

In Edit mode, this button toggles to a Save button and the Undo button is also displayed.

End of the note.

Saving a Sourcing Document:

To save changes to a sourcing document, select the Save button in the toolbar.

Canceling a Sourcing Document

When you cancel a sourcing document, all activity for the sourcing event stops and the document is removed from the list of active documents.

To cancel a document, do the following:

  1. On the toolbar, select the Document button and choose Cancel from the menu.

  2. In the dialog box, select OK. The document is canceled.

Closing a Sourcing Document

After you complete a sourcing document and no more activity is to occur, you can close the document. The closed document no longer appears in a list of active documents.

To close a sourcing document:

  1. On the toolbar, select the Document button and choose Close from the menu.

  2. In the dialog box, select OK. The document is closed.

Approving or Rejecting a Document from the Document Toolbar

You can only approve or reject a document if you are designated as an Approver in the document's Collaborator list, or if the process template associated with the document's workflow indicates that you are an Approver.

You can approve or reject a sourcing document directly from the Current Approvals Report available from the My Workflow Activities channel. For details, see Workbench: My Workflow Activities. You can also approve a sourcing document from the toolbar of the document.

To approve or reject the document from the Document toolbar, do the following:

  1. Open the document to approve or reject.

  2. In the toolbar, select the Approve button or the Reject button.

  3. In the dialog box that appears, you can do the following:

    • Enter comments.

    • If you are rejecting the document, select a reason for the rejection.

    • Add an attachment.

  4. Select Finish.

Note Note

Selecting Cancel in the dialog box only cancels this approval or rejection. It has no effect on the overall workflow process.

End of the note.
Using the Lookup Icon

You use the Lookup icon to select an item from a group of items.

To use the Lookup icon, do the following:

  1. Choose the Lookup icon.

  2. Choose a group of items to view from the dropdown list.

  3. Depending on the option you select, do one of the following:

    • Type a search string in the box and select Show.

    • Type a search string in the Find box, select a search criterion in the In box, and select Go.

  4. Select a box to select an item in the list. In some cases, you can select more than one box to select multiple items.

  5. Select OK.

Formatting Text in a Text Field

Some sourcing documents contain text fields in which you can format text using a formatting toolbar.

To format text, do the following:

  1. Type your text in the text box.

  2. Use the standard text formatting dropdown lists and icons to format the text.

  3. To add a hyperlink to the text, do the following:

    1. Select the text to hyperlink.

    2. Select the Hyperlink icon.

    3. In the Hyperlink dialog box, enter Type and URL information and select OK.

  4. To use text with HTML formatting, type or paste the HTML text and formatting into the text box and select the View HTML Source box.

  5. To check the spelling of the text, select Spell Check.

  6. Save your changes.