Hello, how can we help you?

Recent Searches: SoftExpert Supplier views - Configuring evaluations through checklists - Configuring evaluations through methods - Approving a revalidation

SoftExpert Supplier views

 

Prerequisites

  • Access to the View > Supplier contact (SL012) menu.
  • Access to the View > Tasks (SL004) menu.

 

Introduction

View menus are provided to facilitate control over records and the display of saved information.

The View > Evaluation (SL013) menu has already been covered in the Viewing a supplier evaluation article. Access it to learn more.

Below, see the other views available in SoftExpert Supplier:

Supplier contact view

1. Access the View > Supplier contact (SL012) menu.

2. Click on the Select type button and, in the Group by field, indicate whether you wish to use supplier categories or company types. Once done, select a category or a type and click on Apply.

3. If you wish, use advanced filters by clicking on the button.

4. Click on SEARCH to perform a search.

5. Select the desired record and click on the button to view its data.

 
 

To-do task view

1. Access to the View > To-do tasks (SL004) menu.

2. In the Task type section of the Search filters panel, click on Select task type.

3. On the screen that will open, fill in the desired filters and click on Search.

4. Check or uncheck the task types shown and click on Apply.

5. Then, the tasks of the selected type will be displayed on the list of results.

6. Select the desired task and click on the button to view its data.

 
 

 

Conclusion

Thus, it is possible to view the records created in the component.


Was this article helpful?