3 Manage Obligations

The Manage Obligations option opens the Obligation Search window. In the Obligation window you can search, create, maintain and view obligations.

You can access the Obligation Search window from the Task menu, select Trade Management > Import Financials > Manage Obligations. The Obligation Search window appears.

The Obligation Search window contains the following two sections.

Figure 3-1 Obligation Search Window

Obligation Search window

Search for an Obligation

To search for an obligation:

  1. From the Task menu, select Trade Management > Import Financials > Manage Obligations. The Obligation Search window appears.

  2. You can search for an obligation by using basic or advanced search criteria, depending on the requirement. The basic mode is the default search mode.

    • Click Advanced to access the search section in advanced mode.

    • Click Basic to return to the basic mode.

Search for an Obligation Through the Basic Search Criteria

To search for an obligation using basic search criteria:

  1. Enter, select or search for one or all of the following basic search criteria.

    Table 3-1 Obligation Search - Basic Search Criteria and Description

    Fields Description

    Match option

    Check the radio button All or Any.

    All - only obligations matching all entered search criteria are shown.

    Any - obligations matching any of the entered search criteria are shown.

    Obligation

    Enter the obligation.

    Level

    Select the level of the obligation from the list. For example, select ASN.

    Status

    Select the status of the obligation. Possible statuses are:

    • Pending

    • Approved

    Supplier Site

    Enter, select or search for the supplier site.

    Partner Type

    Select the partner type from the list.

    Partner

    Enter, select or search for the partner ID.

    Invoice

    Enter, select or search for the invoice ID.

    Invoice Date

    Enter the invoice date or use the Calendar icon to select a date.

  2. Click Search. The obligations that match the search criteria are displayed in the Results section.

  3. Click Reset to clear the search section and results.

  4. Click Done to close the window.

Search for an Obligation Through Advanced Search Criteria

To search for an obligation using advanced search criteria:

  1. To search using advanced search criteria, enter or select one or all of the advanced search criteria.

  2. To narrow down the search, use the list next to the search fields. For example, determine if the entered value should equal or not equal the search result.

  3. Click Search. The obligations that match the search criteria are displayed in the Results section.

  4. Click Reset to clear the search section and results.

  5. Click Add Fields to add more fields for the advanced search. To remove the field from the search, click the x right next to the field.

  6. Click Done to close the window.

Results

The Results section lists the retrieved obligations. The Results table shows the following columns by default.

  • Obligation

  • Level

  • Invoice

  • Invoice Date

  • Status

  • Partner Type

  • Partner

  • Partner Name

  • Supplier Site

  • Supplier Site Name