General area
Display budget/comparison price: You can display the budget and the comparison price in a requirements item. This information can be used when creating a requisition to help his buyer: 1. the own budget level or 2. to communicate a comparative price of an alternative article. In the case of an inquiry, the purchaser can use this information to make a decision.
Display unit price: by activating this option, the item unit price is displayed in the requirement items.
Transfer items multiple times: You can transfer a requirement item to new purchase orders, auctions, RFQs, or to a purchasing project. As soon as the item has been transferred to another document, the status changes accordingly and the item is no longer available for use in other documents. If you activate this option, you can transfer the requirement items several times and repeatedly to other documents, irrespective of the status.
Requirement requester may not approve own requirements: if you use the approval workflows for your organization within Onventis, you can prevent a user who is both a requirement requester and an approver from approving his or her own requirement requests by activating this option. With this setting, the system skips the approval step in which the requester is also the approver and checks the next approval step.
Requester must approve purchase orders: with this option, the requester of the requirement item automatically becomes the first approver for the purchase order or request. This setting applies to all requirement items that have been transferred to a purchase order or via an inquiry to a purchase order.
Only when using the requester’s purchase order approval workflow: enabling this option restricts the requester’s purchase order approval to the requester’s approval workflows.
Enable requester order approval via direct link: this setting allows approvers to approve or reject orders via the direct link call without having to log in to Onventis. The prerequisite for this is the activation of the function “Enable release via direct link” in the approval step of the purchase order approval workflow.
Adopt SAP assignment of requester when transferring to purchase order: With this setting, the organizational data of the requester stored under “SAP assignment” is adopted instead of that of the purchaser when the requisition is transferred to a purchase order.
Take over default billing address of requester when transferring to purchase order: you can activate this option if the default billing address of the requester should be taken over instead of that of the purchaser when transferring the BANF to a purchase order.
Use requester’s organizational unit in purchase order: with this setting, the organizational unit of the requester of the BANF is adopted in a purchase order instead of that of the purchaser.
Use delivery address of requester in order: with this option the delivery address of the requester is taken over into the order when transferring the BANF into an order.
Store requisitioner as orderer (only for non-bundled requirements): with this option, the requisitioner of the BANF is adopted as the orderer in the purchase order. This setting only applies to non-bundled requisitions.
Take over SAP delivery/service recipient and unloading point of the requisitioner when transferring to purchase order: by activating this option, the delivery/service recipient, if entered in the requirement item, is taken over when transferring the requirement item to the purchase order.
Inform purchasing group after completion of the approval process: by activating this option, the users assigned to the purchasing group in the approval process will be informed by e-mail about the completion of the requirements approval process.
E-mail reminder for release to the current approver X days after sending the requirement item: by activating this option and entering X number of days, the approver will be reminded of the release of the requirement item(s) by e-mail. The reminder email is only sent if the current approver has not yet approved the requirement item(s).