Standard

This list type handles different presentations of data registered directly for the supplier and of which there is always only one set. The following presentations are available:

• Terms/Prices – Here you can see payment terms, delivery terms, etc.
• Import/Printouts – Here you can see language, currency, date format, decimal separator, time zone, print order via, etc.
• Receiving inspection – Here you determine if receiving inspection should be applied.
• XML/Documents – Here you see order where an XML file can be attached, delivery schedule where an XML file can be attached, cases where an XML file can be attached, see document variants for inquiry, purchase order, claim reports, waybills, etc.
• Delivery/Shipping – Here you can see delivery days, transport time, etc.
• Outgoing payments – In this presentation you can see payment method, etc.
• Exception – Here you can see account for outgoing payments, purchase account, offset account for accrual, etc.
• SRM – Here you can see district, purchasing agent, etc.
• Miscellaneous – Here you can see supplier role, VAT group, calendar, etc.

Addresses

This list handles different addresses that have been entered for the supplier. This list can present the supplier’s:

• mailing address
• delivery address
• visiting address.

References

This list handles different addresses that have been entered for the supplier.

Communication

This list handles the supplier’s phone number, fax number, and e-mail address.

Exception accounts

This list handles the exception accounts that have been entered for the supplier.

Bank accounts

This list handles the bank accounts that have been entered for the supplier. Many of the information items in the list can be updated.

Receiving inspection

In this list you can update receiving inspection for multiple supplier at a time.

EIM Workflow settings

(This list is included in the EIM Workflow option.) This list is used to update supplier settings for EIM Workflow.

EIM Workflow exceptions

(This list is included in the EIM Workflow option.) This list is used to update exceptions for EIM Workflow.

The presentations determine how the selected list should be displayed/presented. For example if it should be presented as grouped or as total. There are some standard presentations included in the program.

In most procedures where you can load lists, it is possible to create your own presentations. This is done under Presentations in the backstage of the procedure in question. If you create your own presentation you can for example choose if it should have a drilldown function and a drilldown filterering.

You can select which columns the list should consist of, and for each of the columns you can configure grouping, sorting, aggregation, and if the column should be shown in chart form and if it should be printed. Additionally you can also make printout settings, chart settings, and settings regarding extra aggregation.

Read more about this in Presentations.

In a list procedure there is always a tab called Selection where you can select data records in different intervals from the database. The data records are then loaded by using the Load button in the toolbar of the procedure.

Under Selection rows in the backstage of the procedure, you can choose which selection rows that each list type should have, under the Selection tab in the procedure. In the List type field you select for which list type you want to customize the selection rows.

One table shows selection rows possible to select and one one table shows the selected selection rows. You can add, delete, or move selection rows by dragging and dropping the selection rows with your mouse pointer.

Using the Save button you save the selected selection rows.

Read more about this in the Selection topic.