| # Buyer Dashboard (tdipu0103m000) Use this session to: View, maintain, and create item-related data. View, maintain, and create purchase data for an item, such as purchase orders, purchase contracts, requests for quotations, and purchase schedules. Easily perform multiple item-related tasks. In a company, buyers are responsible for procuring materials and for negotiating with various buy-from business partners and internal agencies on these materials. As a result, they spend a lot of time on tracking materials and answering supply-, quality-, and payment-related questions. Because this session gives a quick overview of item data and easy access to item- and purchase-related data, the negotiation process is smoothened. How to use the Buyer Dashboard (tdipu0103m000) session If you select an item from the item list in the Buyer Dashboard (tdipu0103m000) session, information about the item is displayed. If you double-click a record, the Item - General (tcibd0101s000) session starts. The check marks under Documents indicate which data is available for the item. If you click a link, a session is started in which you can view, maintain, or create the item/purchase data. A buyer can click the following links: Item Item Purchase Data Use the Items - Purchase (tdipu0101m000) session to view, enter, maintain, and delete purchase related item data. Item - Purchase Business Partners Use the Item - Purchase Business Partner (tdipu0110m000) session to view, enter, or maintain business partner specific information that is related to a specific purchased item. Item - Purchase Business Partners Use the Net Prices per Buy-from Business Partner (tdipu0110m100) session to view the calculated price and discount for a combination of item and buy-from business partner. Item - MPNs Use the Manufacturer Part Numbers (tdipu0145m000) session to view and define the various manufacturers that are approved to supply a specific item, and view and enter the manufacturer part numbers (MPNs) that are linked to the item and manufacturer. Purchase Requisitions Requisitions by Requester Use the Purchase Requisitions (tdpur2501m000) session to view, enter, maintain, and delete purchase requisitions. Requisitions by Approver Use the Purchase Requisitions (tdpur2501m000) session to approve purchase requisitions. Purchase RFQ's Purchase RFQ's Use the Purchase Requests for Quotation (tdpur1501m000) session to view, enter, maintain, and delete requests-for-quotations (RFQs). ERP LN only displays open RFQs, which are the RFQs with the status Created, Printed, Modified, or Returned. You can click All RFQ's on the Specific menu to view all RFQs. Purchase RFQ Lines Use the Purchase Request for Quotation Lines (tdpur1502m000) session to view, enter, maintain, and delete request-for-quotation (RFQ) lines. ERP LN only displays the RFQ lines with the status Created, Printed, Modified, or Returned. However, you can click All RFQ Lines on the Specific menu to view all RFQ lines. Purchase Contracts Purchase Contracts Use the Purchase Contracts (tdpur3100m000) session to view, enter, maintain, and delete/terminate purchase contracts. ERP LN only displays purchase contracts with the Free, or Active status. You can click All Contracts on the Specific menu to view all purchase contracts. Purchase Contract Lines Use the Purchase Contract Lines (tdpur3101m000) session to view, enter, maintain, and delete/terminate purchase contract lines. ERP LN only displays purchase contract lines with the Free, or Active status. You can click All Lines on the Specific menu to view all purchase contract lines. Purchase Schedules Use the Purchase Schedules (tdpur3110m000) session to view, enter, maintain, and delete purchase schedules. ERP LN only displays purchase schedules with the Active, Termination in Process, or Schedule Positions Full status. You can click All Schedules on the Specific menu to view all purchase schedules. Schedule Receipts Use the Purchase Schedule - Receipts (tdpur3115m200) session to view all (partial) receipts that are made for a particular purchase schedule (line). ERP LN only displays the receipts for the relevant item. However, on the Specific menu, you can click View and then All Schedule Receipts to view all schedule receipts. Purchase Orders Purchase Orders Use the Purchase Orders (tdpur4100m000) session to view, enter, maintain, and delete purchase orders. ERP LN only displays open purchase orders, which are the orders for which parts must still be received and, as a result, have a status other than Closed, or Canceled. You can click Any State on the Specific menu to view all purchase orders. Purchase Order Lines Use the Purchase Order Lines (tdpur4101m000) session to view, enter, maintain, and delete purchase order lines. ERP LN only displays the purchase order lines that still must be delivered. However, you can click All Lines on the Specific menu to view all purchase order lines. Potential Back Orders Use the Potential Purchase Back Orders (tdpur4101m700) session to maintain, and confirm potential back orders. Planned Orders Use the Planned Orders session to view a list of planned purchase orders for all items in the Items - Purchase (tdipu0101m000) session that have the same buyer linked as the selected item. Purchase Receipts Use the Purchase Receipts (tdpur4106m000) session to view, enter, and maintain the receipts that are recorded for a specific purchase order line. ERP LN only displays the receipts for the relevant item. However, on the Specific menu, you can click View and then All Purchase Receipts to view all purchase receipts. Miscellaneous Purchase Order History Use the Purchase Order History (tdpur4550m000) session to view purchase order history. Purchase Order Line History Use the Purchase Order Line History (tdpur4551m000) session to view purchase order line history. Production Orders Use the Production Orders (tisfc0501m000) session to view the production orders for the relevant item. ERP LN only displays the not yet completed production orders, which are the orders with a status other than Completed, Closed, or Archived. However, if you click Show All Orders on the Specific menu, ERP LN displays all production orders. Planned Inventory Chart Use the Planned Inventory Transactions - Chart (whinp1700m000) session to view an item's planned inventory. Business Partners Use the Business Partners (tccom4500m000) session to view a buyer's linked business partners. Buyer The employee of your company who is the contact to the concerned buy-from business partner. The buyer is also known as the purchasing agent. Show Items for this Buyer only If this check box is selected, only the items that are relevant for the specific buyer are displayed. These are the items for which the Buyer field in the Items - Purchase (tdipu0101m000) session has the same value as the Buyer in the current session. If this check box is cleared, ERP LN displays all available items. Item Details Item Group The item's item group. You must assign every item to an item group. To select the item group you can: Select or create an item group in the Item Groups (tcmcs0123m000) session. Select the item's default data from the Items - General Defaults (tcibd0502m000) session. The item default data includes the item group. If you defined default item data for the item type and item group in the Items - General Defaults (tcibd0502m000) session, ERP LN enters the default data in the relevant fields of the Item - General (tcibd0101s000) session. You can use the default values or change the values as required. Related topics To change an item's default data Item Signal A warning message displayed if you enter or select an item to which a signal is linked. Item signals can also be used to block the issue and/or requisition of items. Business-partner signal A warning message displayed if you select a business partner to which a signal is linked. Related topics To use signals Inventory Unit The item's inventory unit. You can only enter the inventory unit for items of the following types: Purchased item. Manufactured item. Generic item. The item's cost price is based on the inventory unit. The item ordering quantities are expressed in the inventory unit. Note If you use Project, you must specify the item's inventory unit because the inventory unit is required for project calculations. Inventory on Hand The physical quantity of goods in one or more warehouses (including the inventory on hold). Unit The unit of measure in which the inventory of an item is recorded, such as piece, kilogram, box of 12, or meter. The inventory unit is also used as the base unit in measure conversions, especially for conversions that concern the order unit and the price unit on a purchase order or a sales order. These conversions always use the inventory unit as the base unit. An inventory unit therefore applies to all item types, also to item types that cannot be kept in stock. Lot Controlled If this check box is selected, the item must be assigned to a lot. Related topics Lot control Manufacturer The item's default manufacturer. Related topics To set up and use multiple manufacturer items Serialized If this check box is selected, occurrences of the item are serialized items. ERP LN generates the serial numbers by using a mask, or you can enter the serial numbers manually. If you click Serialized Items on the Specific menu, you can view the serialized item in the Serialized Items (tcibd4501m000) session. Related topics Overview of serialized items MPN Item If this check box is selected, this is an item to which manufacturer part numbers (MPNs) are linked. You can link MPNs to items in the Manufacturer Part Numbers (tdipu0145m000) session. Related topics To set up and use MPN items Multiple Manufacturer Item If this check box is selected, multiple manufacturers can be used for an item - business partner combination. If this check box is cleared, you can only use one manufacturer for an item - business partner combination. Multiple manufacturer items are mostly used by companies that buy components that have similar or the same specifications or quality, from various intermediate suppliers. If the ordered quantity is less than the minimum quantity that you can order from a manufacturer, you cannot directly buy from the manufacturer, but you must buy the components from an intermediate supplier. This supplier can obtain the components from several approved manufacturers. Related topics To set up and use multiple manufacturer items Unit Effective If this check box is selected, the item is unit effective. Related topics Overview of unit effectivity Revision-Controlled If this check box is selected, the item has revisions. Related topics Engineering data management summary Purchase Requisitions Requisitions by Requester If this check box is selected, purchase requisitions are created by the buyer in the Purchase Requisitions (tdpur2501m000) session. Requisitions by Approver If this check box is selected, purchase requisitions must be approved by the buyer in the Purchase Requisitions (tdpur2501m000) session. Purchase RFQ's RFQ's If this check box is selected, requests-for-quotation are available for the item in the Purchase Requests for Quotation (tdpur1501m000) session. RFQ Lines If this check box is selected, request-for-quotation lines are available for the item in the Purchase Request for Quotation Lines (tdpur1502m000) session. Purchase Contracts Purchase Contracts If this check box is selected, purchase contracts are available for the item in the Purchase Contracts (tdpur3100m000) session. Pur. Contr. Lines If this check box is selected, purchase contract lines are available for the item in the Purchase Contract Lines (tdpur3101m000) session. Pur. Schedules If this check box is selected, purchase schedules are available for the item in the Purchase Schedules (tdpur3110m000) session. Schedule Receipts If this check box is selected, schedule receipts are available for the item in the Purchase Schedule - Receipts (tdpur3115m200) session. Purchase Orders Purchase Orders If this check box is selected, purchase orders are available for the item in the Purchase Orders (tdpur4100m000) session. Pur. Order Lines If this check box is selected, purchase order lines are available for the item in the Purchase Order Lines (tdpur4101m000) session. Pot. Back Orders If this check box is selected, potential back orders are available for the item in the Potential Purchase Back Orders (tdpur4101m700) session. Planned Orders If this check box is selected, planned purchase orders are available for the item in the Planned Orders session. Purchase Receipts If this check box is selected, purchase receipts are available for the item in the Purchase Receipts (tdpur4106m000) session. Miscellaneous Purchase Order History If this check box is selected, purchase order history data is available for the item in the Purchase Order History (tdpur4550m000) session. Purchase Order Line History If this check box is selected, purchase order history lines are available for the item in the Purchase Order Line History (tdpur4551m000) session. Production Orders If this check box is selected, production orders are available for the item in the Production Orders (tisfc0501m000) session. Pl. Inv. Trans. If this check box is selected, planned inventory transactions are available for the item in the Planned Inventory Transactions - Chart (whinp1700m000) session. Business Partners If this check box is selected, the buyer is linked to (a) business partner(s) in the Business Partners (tccom4500m000) session. Item Item Pur. Data If this check box is selected, item purchase data is available in the Items - Purchase (tdipu0101m000) session. Item - BP If this check box is selected, item - purchase business partner data is available in the Item - Purchase Business Partner (tdipu0110m000) session. Prices per BP If this check box is selected, calculated prices and discounts are available for a combination of item and buy-from business partner in the Net Prices per Buy-from Business Partner (tdipu0110m100) session. Item - MPNs If this check box is selected, manufacturer part numbers (MPNs) are available for the item in the Manufacturer Part Numbers (tdipu0145m000) session. Related topics To set up and use MPN items Item In ERP LN, the raw materials, subassemblies, finished products, and tools that can be purchased, stored, manufactured, sold, and so on. An item can also represent a set of items handled as one (kit), or exist in multiple product variants (generic item). You can also define nonphysical items, which are not held in inventory but can be used to post costs or to invoice services to customers. Examples of nonphysical items: Cost items (for example, electricity) Service items Subcontracting services List items (menus/options) Item Type A classification of items used to identify if the item is, for example, a purchased item, a manufactured item, or an equipment item. Depending on the item's type, certain functions will only apply to that item. Note You can click Date Effective Item Data on the Specific menu to start the Date-Effective Item Data (tcibd0510m000) session, in which you can temporarily change the item type of Purchased and Manufactured items. Allowed values Item Type (a.k.a. kind of item) Note ERP LN does not display items of the type Generic and Engineering Module in this session. Related topics Date-effective item data Actual Item Type If the item type is temporarily changed in the Date-Effective Item Data (tcibd0510m000) session, this field displays the actual item type. Related topics Date-effective item data Search Key I The first search key for the item. Default value The first 16 positions of the Item field. Search Key II The second search key for the item. Product Variant The unique identification of a product variant. Item - Ordering Starts the Item - Ordering (tcibd2100s000) session, in which you can view an item’s ordering data. Inventory by Item and Warehouse Starts the Warehouse - Item Inventory (whwmd2515m000) session, in which you get an overview of the item inventory by warehouse. Serialized Items Starts the Serialized Items (tcibd4501m000) session, in which you can view serialized items. Date Effective Item Data Starts the Date-Effective Item Data (tcibd0510m000) session, in which you can temporarily change the item type of Purchased and Manufactured items. Mass Change Item Assignment Starts the Mass Change Item Assignments (tcibd0204m000) session, in which you can change the buyer for an item. Alternative Items Starts the Alternative Items (tcibd0505m000) session, in which you can view alternative items. List Components Starts the List Components (tcibd3100m000) session, in which you can view list items. Price Simulator Starts the Price Simulator (tdpcg0200m300) session, in which you can simulate purchase prices. Requisitions by Requester Starts the Purchase Requisitions (tdpur2501m000) session. Requisitions by Approver Starts the Purchase Requisitions (tdpur2501m000) session. Purchase Orders Starts the Purchase Orders (tdpur4100m000) session. Purchase Order Lines Starts the Purchase Order Lines (tdpur4101m000) session. Purchase Order History Starts the Purchase Order History (tdpur4550m000) session. Purchase Order Line History Starts the Purchase Order Line History (tdpur4551m000) session. Purchase RFQ's Starts the Purchase Requests for Quotation (tdpur1501m000) session. Purchase RFQ Lines Starts the Purchase Request for Quotation Lines (tdpur1502m000) session. Purchase Contracts Starts the Purchase Contracts (tdpur3100m000) session. Purchase Contract Lines Starts the Purchase Contract Lines (tdpur3101m000) session. Purchase Schedules Starts the Purchase Schedules (tdpur3110m000) session. Schedule Receipts Starts the Purchase Schedule - Receipts (tdpur3115m200) session. Potential Back Orders Starts the Potential Purchase Back Orders (tdpur4101m700) session. Planned Purchase Orders Starts the Planned Orders session. Purchase Receipts Starts the Purchase Receipts (tdpur4106m000) session. Production Orders Starts the Production Orders (tisfc0501m000) session. Planned Inventory Chart Starts the Planned Inventory Transactions - Chart (whinp1700m000) session. Business Partners Starts the Business Partners (tccom4500m000) session. Item Purchase Data Starts the Items - Purchase (tdipu0101m000) session. Item - Purchase Business Partners Starts the Item - Purchase Business Partner (tdipu0110m000) session. Prices per Business Partner Starts the Net Prices per Buy-from Business Partner (tdipu0110m100) session. Item - MPNs Starts the Manufacturer Part Numbers (tdipu0145m000) session. |