Cockpit: Purchase orders/line items

Topic overview

The Cockpit: Purchase orders/line items application is primarily used to query purchase orders using their line item information, such as item or status. This application provides you with an overview of the order line items entered. In addition, further actions can be carried out from the application for one or more line items, such as releasing or blocking order line items.

The main general description of cockpit applications, which includes the usual handling of a query and work pane, can be found in the Cockpits article. Information on customizing functions, business entities, and authorizations can be found in the Purchase orders article, which describes the voucher application. The topics that apply specifically to the Cockpit: Purchase orders/line items application are covered below.

Application description

You can use the Cockpit: Purchase orders/line items query application to obtain an overview of all or selected purchase order line items. Further processing options are also available, as the application allows you to:

  • Display the voucher chain for an individual voucher line item
  • Switch via the order number to the Purchase orders application for further processing of the voucher
  • Execute application-related actions

The application consists of a query pane and a work pane.

Query pane

Query fields are stored in the query pane. As a rule, the most important query fields are already available. However, the number of query fields and their placement can vary.

The query pane is saved per view. You can determine which query fields are displayed. To do this, select the desired query fields from the list of fields. The description of the query fields can usually be found in the What’s this help.

For a general description of query fields, see the Cockpits article.

For information on the meaning of the fields, please refer to the explanations in the Purchase orders article.

Detail searches

Furthermore, a detail search can be used in addition to the main search with query fields in the query pane. Detail searches can be combined with the main search so that both the search criteria from the query pane and the search criteria of the detail search can be analyzed as AND link. To combine them, a checkbox is available in the grouping line of the detail search. In order to display corresponding results in the work pane, as well, a button is available carrying the name of the detail search. If this button is activated, another heading line will appear in the work pane, including relevant detailed information.

The following detail searches are available:

  • Sub-items

As a rule, the most important query fields are already available. You can determine which query fields you want to be displayed. To do so, choose the desired query fields from a set of fields. Usually you can find a full description of the query fields in the What’s this help. If required, use the value assistant for the query field.

Work pane

A table is available in the work pane in which the queried purchase order line items are displayed. You can determine yourself which information is displayed for a purchase order line item. Several views can be created to view a purchase order line item in different ways with different information.

If you have also activated a detail search button, the table contains an additional heading line and detailed information.

For a general description of the work pane, see the Cockpits article.

For information on the meaning of individual columns, refer to the explanations in the Purchase orders article.

The Cockpit: Purchase orders/line items application has application-related actions that are described in the following chapters:

[Release purchase order line items…] action

Releasing voucher line items is described in the article Actions: Release, block, and complete voucher or line items.

[Block purchase order line items…] action

Blocking voucher line items is described in the article Actions: Release, block, and complete voucher or line items.

[Complete the delivery of the purchase order line items manually…] action

You can use the [Complete the delivery or purchase order line items manually…] action under the [Actions] button on the standard toolbar to complete the delivery of purchase order line items with a quantity not equal to zero ahead of time. This cancels the outstanding delivery quantity for the selected line items and the associated sub-items.

The manual completion of the delivery is logged in a separate property for each line item and visualized in the status icon by means of a blue frame next to the delivery status.

Further information on the action can be found in the article Actions: Complete delivery and billing line items manually.

[Remove manual completion of the delivery of the purchase order line items…] action

You can cancel the manual completion of the delivery for the selected line items and the associated sub-items using the [Remove manual completion of the delivery of the purchase order line items…] action under the [Actions] button on the standard toolbar.

Further information on the action can be found in the article Actions: Complete delivery and billing line items manually.

[Cancel purchase order line items…] action

You can use the [Cancel purchase order line items…] action under the [Actions] button on the standard toolbar to cancel individual purchase order line items and the associated sub-items, provided that no receipt of goods and no supplier invoice have yet been assigned to the selected line items. If all line items of a purchase order are canceled, the purchase order is also canceled.

Further information on the action can be found in the article Purchase orders: Actions.

[Remove cancellation of the purchase order line items…] action

You can use the [Remove cancelation of the purchase order line items…] action under the [Actions] button on the standard toolbar to remove the cancellation of individual purchase order line items and the associated sub-items. If the associated purchase orders are canceled, their cancellation is also removed.

Further information on the action can be found in the article Purchase orders: Actions.

[Output delivery duns…] action

You can use the [Output delivery duns…] action under the [Actions] button on the standard toolbar to issue the Delivery dun voucher document for each purchase order of the selected purchase order line items. All line items of an order that have not yet been completely fulfilled are listed in the delivery dun.

Further information on the action can be found in the article Purchase orders: Actions.

Note
If an order line item is selected in the [Output delivery duns…] action, all line items of the order that have not yet been delivered in full are dunned.

[Generate delivery orders for return of goods…] action

You can use the [Generate delivery orders for return of goods…] action under the [Actions] button on the standard toolbar to return goods for which a receipt of goods has already been entered and posted with an inventory posting.

In contrast to the [Generate delivery orders with inventory posting and output return of goods slip…] action, the delivery order is not immediately posted and issued, but only generated. For example, you can pick it and add loading units. Warehouses divided into locations are also supported here.

Further information on the action can be found in the article Purchase orders: Actions.

[Generate delivery orders with inventory posting and output return of goods slip…] action

You can use the [Generate delivery orders with inventory posting and output return of goods slip…] action under the [Actions] button on the standard toolbar to send back goods for which a receipt of goods has already been entered and posted with an inventory posting and issue the return of goods slip for them.

Further information on the action can be found in the article Purchase orders: Actions.

[Generate delivery orders without inventory posting and output return of goods slip…] action

You can use the [Generate delivery orders without inventory posting and output return of goods slip…] action under the [Actions] button on the standard toolbar to send goods back without an inventory posting and issue the return of goods slip for them.

Further information on the action can be found in the article Purchase orders: Actions.

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