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The button bar and its functions

The following table shows the functions of the button bar:

Button

Function

Refresh

Rebuilds the items list

New free text line

Create a new service line

→ For more information, see page

Create service lines manually (free text)

 

Delete

Delete selected line

 

Add services

Services lines can be transferred from any Contract or the master Items list (licensing required)

→ For more information, see page

Applying service lines from other sources

Assignment

If the Order Requisition is created in FUTURA (depending on the transaction), all Order items (red folders) must be accounted for manually. For this purpose, the corresponding Order item in the Items list and then click on the Account Assignment button

Import/Export

The Items list can be imported or exported. The following exchange options are available:

  • Import DA81, DA82, DA83, DA86 (GAEB XML)

  • Export DA81, DA82, DA83, DA86 (GAEB XML)

  • Import from Excel (*.xls)

  • Export to Excel (*.xls)

Search for service lines

 This function allows you to search for specific service lines or terms in the long text

Items list structure

the reference number of the Items lists can be renumbered

Move service lines up and down

With the help of the two buttons, a line in the Items list can be moved up or down.

Verification log

This allows you to check whether all Order items are correctly accounted for. This button is only visible if you create the Order Requisition from FUTURA.

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