Summary overview - sorting

By creating new documents, the list is getting longer and less clear. To find the desired document faster, the user can set different filters that enable an easier overview of the documents.

CASE SUMMARY The person responsible wants to view the list of invoices issued within the last month. The person responsible is only interested in documents with document type 6400. This is done as follows: Opening the invoice list Determining the criteria for sorting the overview Previewing the selected document

1 Opening the invoice list

The person responsible selects the Wholesale and services | Invoice list. A list of issued invoices appears in the Summary view, where all the issued invoices are displayed in one place.

HINT The invoices are automatically sorted by date, so the most recently created invoices are on top.

2 Determining the criteria for sorting the overview

The person responsible wants to view only the documents with document type 6400 that were created within the last month. This is done as follows:

• In the Document type field, the person responsible selects 6400 - WO-Relieve inventory for material from the drop-down list.
• Then, the person responsible determines the time period of the overview by entering the Date from and Date to into their respective fields.

If the person responsible wants to view a specific document in detail, an additional restriction can be added.

• Into the Search field, the person responsible enters custom data. In this case, the person responsible enters the document number: 22-6400-7.
• The list displays the document that matches the restrictions best.

3 Previewing the selected document

The person responsible wants to view the document in a selected report type. This is done as follows:

• The person responsible clicks the (Preview) button in front of the document number.
• The person responsible selects the report type from the drop-down list, in this case: 140 - Packing slip.
• On the right side of the screen, the Preview window for the selected report type is opened.