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This section is used to save, refresh, revert, convert and filter the data.

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The details of the various options used are as follows:

  • Revert : Reverts the changes made to the selected requisition lines.
  • Update the Screen : Updates the purchase requisition lines from the Infor LN.
  • Convert: Converts the selected requisition lines to purchase order or purchase requisition based on the value set in the Conversion Type column.
  • Save : Submits the workbench changes to Infor LN.
  • Requested Date : This field is used to filter the data based on the date of request of the purchase requisition. Based on the requisition filter, the requisition lines are displayed.
  • Filters : You can click the Filter icon to access the Workbench Quick Filters. You can filter the data based on:
    • Purchase Office - The purchase office to search the requisition lines.
    • Buyer - The buyer to search the requisition lines.
    • Item – The range of items to search the requisition lines.
    • Project Range - The range of projects to search the requisition lines.
  • Personalized Filters: The users can define the filter based on the requirement.
  • Open Items : Displays the number of open requisition lines. When you click this button, the requisition lines are filtered based on the open items.
  • Items with Lead Time : Displays the number of requisition lines with lead time. When you click this button, the requisition lines are filtered based on the items with lead time.
  • Overdue Items : Displays the number of requisition lines with overdue items. When you click this button, the requisition lines are filtered based on the overdue items.
  • The Grid based and Card based icon : This icon is used to change the view from the default grid view to the card view.
  • Settings and Help: The settings menu includes options such as default/layout persistence. The help opens the online help. For more information refer to Search path for service contracts.
Icons
  • The [...] detail icon allows the user to modify the REQ line data from the Grid/List view.
  • The [...] icon indicates, for an item/supplier combination, that there are approved suppliers and/or supplier(s) from whom the item is bought. If the icon is not enabled, the new item has no procurement history and no specific suppliers is available. This icon on the Card view is used to add groups in the Card grouping section.
  • The [...] icon allows the user to access the supplier related information. Click the icon to access the Supplier Selection window that displays list of approved and available suppliers along with the pricing information.

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