会社管理の発見
プロセッサキューの管理
AP ダッシュボードの更新
会社ツールの概要
経費タイプおよび勘定科目コードの更新
監査ルールの作成
読み込み処理のカスタマイズ
代理構成の更新
備忘メールの設定
リスト管理の設定
ワークフローの更新
ルーティング設定の更新
購買発注の設定
共有管理設定の導入
購買依頼および請求書固有設定の更新
テストユーザの登録
Cognos 設定の更新
トレーニング文書の更新

Maintaining Purchase Order Query Preferences

Objective

After completing this lesson, you will be able to manage purchase order queue preferences.

Purchase Order Processor Query Preferences Overview

With the Purchase Request Processor role, you can arrange the column view to include and exclude fields and arrange the sequence in the order you want. ​

You can access purchase request preferences by navigating to Home > Requests > Purchase Requests > Process Purchase Requests > Preferences.​

Screenshot of Purchase Request Preferences window.

Configure Purchase Order Query Preferences

To add, delete, or re-arrange columns:

Steps

  1. On the Process Purchase Orders page, select Preferences.​

    Screenshot of SAP Concur's Purchase Orders Pending Transmission page with the Preferences button highlighted in blue and a pink arrow pointing to the open Preferences modal window. The Preferences window displays general preferences and a customizable column label list, allowing users to show or hide specific columns such as Order No., Requestor, Vendor Name, Ship To, and more. The option to Return to List after a workflow action is selected, and Save and Cancel buttons appear at the bottom right of the modal.
  2. Select or clear the check boxes next to those fields you want to add or remove, and then select Save.​

    Screenshot of SAP Concur's Purchase Orders Pending Transmission page with the Preferences window open in the center. The option Total Invoiced Net Amount Percentage is checked near the bottom of the column label list, and both this option and its checkbox are highlighted with a pink rectangle. The blue-highlighted Save button is at the bottom right of the Preferences window. The main page in the background is dimmed.
  3. To rearrange the columns, a simple drag-and-drop action lets you grab the column heading and then move it to a new location in the list view.​