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VGM documents are aggregated in lists, based on the status. Each list can be labeled labelled with different icon and colour (blue, red, green).

Document lists
Documtents

Documents search

General, predefined search was defined set up to enable user a quick search of VGM documents.
Following fields are available:

  • Document number

  • Header status

  • Plant

  • Storage location

  • VIN

  • Name (First name)

  • Name 2 (Last name)

Documents search

If the user needs more detailed view, more selection criteria are available under “Filters”.

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List with documents is loaded with the standard view (predefined list of columns).

However, if the user wants to change the displayed columns he can go to the settings and define different view.

List settings

List settings II

Document creation

User has possibility to execute two actions for new document creation:

  • Create new document

  • Create with reference

Creation of new document


Detailed creation of the document is described in the next chapter (document details).

Action execution

Once one or more documents are selected (by marking a line) it is possible to execute an action on them.

Example actions can be:

  • Cancel document

  • Change document

  • Scrap goods

  • Store in warehouse etc.

Actions are displayed based on the status(es) of selected document(s).

Execute actions

Export list to Excel file

It is possible to export the list of documents to Excel file. 

Export to Excel