发现公司管理
管理处理人队列
维护应付账款仪表盘
公司工具简介
维护费用类型和科目代码
创建审计规则
定制捕获处理
维护受委托人配置
配置电子邮件提醒
配置清单管理
维护工作流
维护工艺路线配置
配置采购订单
介绍共享管理设置
维护采购申请和发票特定设置
创建测试用户
维护 Cognos 设置
维护培训文档

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.​