Defining the search criteria for Documents

Use this page to specify the search criteria for the documents to be displayed on the Customer Documents page.

  1. Select Document Management > Maintain Documents.
  2. Specify this information:
    Document Source
    The user (Source) related to the document. Possible values:
    • Supplier
    • Customer
    Supplier Group
    The supplier group (suppliers) for which the document is published.
    Note:  This field is enabled only if Document Source is set to Customer.
    Supplier
    The name of the supplier for whom the document is published.
    Document Version
    The version number of the document.
    Document Type
    The file format of the document.
    Viewed Status
    The status of the document. Possible values:
    • Viewed
    • Unviewed
    Note:  This field is enabled only if Document Source is set to Supplier.
    Responded Status
    The response status for the document. Possible values:
    • Responded
    • Not Responded
    Expiry Status
    The validity period of the document. Possible values:
    • Expired
    • 1..10 days for Expiry
    • 11..30 days for Expiry
    • 31..60 days for Expiry
    • 61..90 days for Expiry
    • More Than 90 Days
    Note: This field is enabled only if Document Source field is set to Supplier.
    Sort By
    The sort order for the documents. Possible values:
    • Document Name
    • Respond By Date
  3. Click Submit. The Customer Documents page is displayed.