Toolbar and functions in the requirements item list
You can use the search field to search for specific records. You can enter numbers or text to search for specific records.
Predefined filters are already available in Onventis. You can use these to refine your search for specific records.
If you do not select a filter, Onventis searches for the selected record in all available fields. If, for example, you want to search for all purchase orders of a certain organizational unit, select Organizational unit in the filter and enter the organizational unit you are looking for in the search field described above.
Using the filter functions will make your search faster and more precise.
Edit
You can create new, individual filters using the Edit button next to the filter. The following fields are available for creating filters:
Input language: here you select the language in which the filter is entered.
Title: in the Title field, enter a title for the filter. This field is mandatory and must be maintained.
Description: in the Description field you can describe the filter in more detail.
Criteria:
If you choose AND, all of the following criteria must be met.
If you choose OR, at least one of the following criteria must be met.
Explanation of the individual operators:
=: Only data with exactly this value in the field will be displayed.
>=: Only data with this and larger values in the field will be displayed.
<=: Only data with this and smaller values in the field will be displayed.
<>Only data that does not have this value in the field will be displayed.
contains: Only data that contains this value in the field will be displayed.
does not contain: Only data that does not contain this value in the field will be displayed.
begins with: Only data starting with this value in the field will be displayed.
does not start with: Only data that does not start with this value in the field will be displayed.
Visibility: if you activate this option, this filter is public, i.e. all users within your organization can access this filter.
Switch off filter
With the filter off symbol you can switch off a set filter. The entire list is displayed again.
Favorites
With the favorites icon you can add the currently opened page to your favorites.
Use…
With the Use button you can bundle previously selected items and transfer them to other documents.
In the selection menu Bundling proposals you can bundle requirements specifically. The following bundling proposals are available:
Per supplier & delivery date
Per vendor & material group
In the Action drop-down menu, you can import and export demand items to Onventis. The following options are available to you:
You can import requirement items from your ERP system using the Retrieve requirement items from ERP button.
Via the Export… button you can export the demand items to an Excel file.
Via the Import… button you can import demand items using an Excel file.