Operational Purchasing

Scheduling Agreements

• Columns in the scheduling agreement overview
• Navigation in the scheduling agreements
• Search in scheduling agreements
• Configuration of own filters
• Scheduling agreements tab Basic data
• Scheduling agreement item
• Release or reject scheduling agreement changes

Invoice-processing

• Incoming invoices
• Columns in invoice overview
• Navigation and input via key combinations
• Create credit memos as a customer

Vendor Managed Inventory

• Working with the VMI module

Complaints

• Complaints - Resume processing of complaints

Performance records

• Basic data tab - Performance records
• Positions tab - Performance records
• Performance record item
• Approve or reject statement of work
• Self-recording of a performance record by the customer

Incoming goods

• Post goods receipt

Orders

• Toolbar and functions in the order overview list
• Order list overview
• Optimize order search
• Configuration of own filters - Orders
• Process steps of an order
• order status
• Create purchase order
• Service orders
• Framework orders
• Approve or reject orders
• Carry out order change
• Cancellation of purchase orders and purchase order items
• Self-entry of an order confirmation

Requirement items

• Toolbar and functions in the requirements item list
• Requirements items Overview
• Settings for activating requirement items
• Create requirement items
• Edit requirement items
• Transfer requirements items to other documents
• Approve or reject requirement items

Price request

• Create and send price requests from the shopping cart
• Basic data tab - Price request
• Rider position
• Suppliers tab - Price request
• Receiving and using offers

Catalogues

• Navigation in the catalog tree
• Navigation via tiles
• Breadcrumb navigation and layer heading
• Change of the article view
• Toolbar settings
• Selection between list view and table view
• Customize sorting
• Number of entries per page
• Ordering articles
• Using punchout catalogs (OCI and cXML)
• Selection of several articles
• Catalog search
• Article favorites
• Auto-Learn List - Catalogues