Defining the search criteria for documents

Use this page to specify the search criteria for the documents displayed on the Documents page. You can search the documents for customer and supplier.

To define the search criteria:

  1. Select Document Management > Maintain Documents.
  2. Specify this information:
    Document Source
    The user (Source) from whom the document is received. Possible values:
    • Supplier
    • Customer
    Document Type
    The file format of the document.
    Viewed Status
    Indicate whether the document is viewed. Possible values:
    • Viewed
    • Unviewed
    Responded Status
    The response status for the document. Possible values:
    • Responded
    • Not Responded
    Expired 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
  3. Click Submit. The Document page is displayed.