You can select a reference document against which services are performed. The reference document can be either a sub-contract order or a release slip. You can carry out a search based on the reference document type, the reference document number, the date of the reference document, the organizational unit in which the reference document was created, the service that is performed against the reference document, the supplier of the service and the class which a non-standard service belongs.
Click the lens icon positioned next to the “Ref Doc No." field in the main screen.
The “Help On Reference Document” page appears.
Enter the following fields in the “Search Criteria” group box to search for a reference document:
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Ref. Doc. |
Use the drop-down list box to select the type of the reference document what you wish to retrieve. The system provides the options, “Sub Contract Order” and “SubContract RS”. Leave the field blank to retrieve documents belonging to both types. |
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Doc. No. From |
The starting number of the document to be retrieved (Alphanumeric, 18). |
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To |
The ending number of the document to be retrieved (Alphanumeric, 18). |
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Ref. Doc. From Date |
The date from which you wish to retrieve the documents that have been created (Date Format). |
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To Date |
The date till which you wish to retrieve the documents that have been created (Date Format). |
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Created At |
User the drop-down list box to retrieve reference documents of a specific organizational unit. |
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Service Code |
The service code performed against the reference document (Alphanumeric, 30). You can enter the service code in full or specify it partially. The system retrieves all reference documents against with service with similar service codes are performed. |
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Service Variant |
The variant of the service (Alphanumeric, 4). You can enter the variant in full or specify it partially. The system retrieves all documents against which service having similar variants are performed. |
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Service Desc. |
The description of the service (Alphanumeric, 30). |
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Preferred Supplier |
The supplier of the service (Alphanumeric, 16). You can enter the supplier code in full or specify it partially. |
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Name |
The name of the supplier (Alphanumeric, 60). You can enter the supplier name in full or specify it partially. |
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Folder |
Use the drop-down list box to select the user-defined type of the reference document. |
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Adhoc Service Class |
Use the drop-down list box to select the class of the non-standard service. |
Click the “Search” pushbutton to display the search results.
The system displays the following fields in the multiline, based on the filter criteria entered:
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Ref. Doc. |
The type of the reference document. |
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Amendt No. |
The latest amendment number of the reference document. |
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Ref. Doc. No. |
The number of the reference document. |
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Date |
The date of the reference document |
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Supplier Code |
The supplier of the service. |
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Name |
The name of the supplier |
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Folder |
The user-defined type of the reference document. |
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Created At |
The organization unit in which the reference document was created. |
Check the box in the “Select” column of the multiline to select the reference document.
Click the “Ok” pushbutton.