Header data tab of an order
The "Header Data" tab is divided into several sections:
General:
Display of the most important header data for the order:
Field | Description |
order number | order number from SAP or |
Designation | Name of the order |
Short description: | Short description of the order (from the requisition) |
requisition type | Additional fields from requisition |
Reason for the measure | Additional fields from requisition |
Cumulated quantity entry | Option specified by the purchaser. If the option is checked, the entire service entry transaction (including previous service entries) for each service entry must contain previous quantities. |
project | project to which the order is linked |
requisition | requisition from which the order was created |
request | request from which the order was created |
order | Display of order status new, in progress or completed |
Origin of order | Display of order origin: SAP, FUTURA AVA or FUTURA Engineering |
order Date | order Date (SAP order Date) |
Created by | User who created the order. |
Created on | Date, time |
Expected value (total) | no display when ordering planned servicesà when ordering unplanned services, sum of the expected values of the order items. If the order has only one order item, the expected value of this order item is displayed |
order value (net) | Display of the order amount when ordering planned services no notification when ordering unplanned services |
Cleared | Sum of the billed service entry for this order so far |
Material group | Description of the material group |
Discount | Indication of the terms of payment set for the order |
Settings:
You can use the button “Specify tolerance” to set up a general tolerance for the order, which has an effect on the release of the service purchases. Regardless of the system in which (SAP, FUTURA Engineering, etc.) the order has been created. The tolerance can prreference no. in relation to the order value or as a maximum amount. The tolerance only affects planned service lines.
Button and dialog window to specify a tolerance
SAP data:
Display of additional SAP data for ordering.
Client:
Display of the contact details of your company. You maintain the contact data in the menu "Administration / Company Data". These are automatically copied into the order when the order is received. In the approver field , the approver is displayed, who is informed by e-mail about new service entries of the supplier.
Change of approver:
To change the approver of an order, click the button next to the approver field. Select a new approver from the list.
If the approver changes in the order, the newly elected approver will be informed by e-mail. The notification is only made in the event of a change, not when the approver is first selected. A notification is made both in the event of a change in the 1st approver and in the event of a change in the 2nd approver if you use the "2-step release" function.
Attention:
You can only make the change if you have the appropriate authorization.
supplier:
Display of the supplier's contact details. The supplier is responsible for maintaining the contact data. The data is automatically copied into the order when the order is received.