Topic overview

The Cockpit: Purchasing RFQs/line items application is primarily used to query purchasing RFQs based on their line item information, such as item or status. This application provides you with an overview of the RFQ line items entered. In addition, you can use it to perform further actions for one or more line items, e.g. to release or block RFQ line items.

For a general description of all cockpit applications, including information on the usual handling of the query and work panes, see the Cockpits article. For information on customizing, business entities, and authorizations, see the Purchasing RFQs article, which describes the voucher application. The following article, in turn, discusses topics that apply specifically to the Cockpit: Purchasing RFQs/line items application.

Application description

You can use the Cockpit: Purchasing RFQs query application to obtain an overview of all or selected purchasing RFQ line items. Further processing options are also available. For instance, you can:

• Display the voucher references chain for an individual voucher line item
• Use an RFQ number to switch to the Purchasing RFQs application and further process the voucher
• Perform application-related actions

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

Query pane

The query pane is used to store query fields. As a rule, the most important query fields are already provided. However, the number of query fields and their placement can vary.

The query pane is saved for each view. You can determine which query fields you want to be displayed. To do so, you 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.

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

For information on the meaning of individual fields, refer to the explanations in the Purchasing RFQs article.

Detailed searches

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

The following detailed searches are available:

• Sub-items
• RFQ recipient
• Quotations

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, you 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

The table available in the work pane displays the queried purchasing RFQ line items. You can determine yourself which information on the purchasing RFQ line items should be displayed. You can also create several views to view a purchasing RFQ line item in different ways with different information.

If you have also activated the detailed search buttons, the table will contain additional header rows 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 Purchasing RFQs article.

Application-related actions

The following application-related actions are available in the Cockpit: Purchasing RFQs/line items application:

• [Release purchase RFQ line items…]
• [Block purchase RFQ line items…]
• [Complete purchasing RFQ line item…]
• [Reschedule preferred date]

For more information, see the article Actions: Release, block, and complete voucher or line items.