The article below pertains to Procure to Pay (P2P) for the following applications and/or module(s):
Procurement
The home menu is the landing page of the procurement module. This page displays all information relevant to the logged in user. Three blocks with specific functionalities are central.
The different blocks have their own functionality which is explained in more detail below.
| Block |
Function |
|---|---|
| My activities | Here you will find all purchase requests and orders that the logged in user has to do something with. These can be requests that are still waiting for approval or advice, but also requests that the user is still working on. There is a limit of five to the number of activities displayed on the home screen. With the button <PICTURE> all activities of the user are displayed. |
| My recent requests | Lists all requests that the user has recently made. There is a limit of five to the number of requests displayed on the home screen. The <PICTURE> button shows all recent requests. |
| Open tasks | This is a filter on activities. Only the activities that are designated at the time of logging in are shown here. Using this block, the purchase requests and orders in 'My activities' are filtered by the activity selected here. It is possible to filter on multiple tasks at the same time. |
An article in the area can be searched and requested at any time via the 'Search article' window in the home menu.
The search is performed on the 'Item number' and the 'Description' of the article. By pressing enter, the search result can be expanded with a category.
More about using the search box can be found in the article on purchase requests.
With the button 'Free request' a free request is started.