Setting Up a Workspace for Procurement Document Management
— Open the 'Procurement' section to access procurement documents. — Select 'Procurement Documents (All)' to view all processed documents. — Set filters by document types and business operations to select the required data. — Create a new procurement document using the create button.
Работа с документами закупки
- 1
Open the 'Procurement' Section
Go to the menu and select the 'Procurement' item. You will enter the section where procurement documents are available.
- 2
Select 'Procurement Documents (All)'
In the opened section, select 'Procurement Documents (All)'. Here, all processed documents and their corresponding business operations are displayed.
- 3
Set Filters by Document Types
Click on the hyperlink 'Configure'. In the opened window, select the required document types for filtering.
- 4
Set Filters by Business Operations
In the same window, select the necessary business operations. This will allow you to filter only the required operations.
- 5
Pay Attention to the Number of Documents
Look at the header of the workspace to see how many documents and business operations are displayed. This will help you assess the filtering results.
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