Post on 27-Mar-2015
transcript
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FastFactsFeature Presentation
October 19, 2010
We are using audio during this session, so please dial in to our conference line…
Phone number: 877-468-2134 Participant code: 182500
© 2010 The Johns Hopkins University. All rights reserved.
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Today’s TopicWe’ll be taking a look at…
Managing Shopping Cart’sActive Query Screen
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Today’s PresenterJohn TetreaultJHHS SAP Trainer
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Session Segments
PresentationJohn will discuss managing the Active Query screen.During John’s presentation, your phone will be muted.
Q&AAfter the presentation, we’ll hold a Q&A session. We’ll open up the phone lines, and you’ll be able to ask questions. John will answer as many of your questions as time allows.
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Contact Us
If you would like to submit a question during the presentation or if you’re having technical difficulties, you can email us at: fastfacts@jhu.eduYou can also send us an instant message!
GoogleTalk – HopkinsFastFacts@gmail.comAOL Instant Messenger – HopkinsFastFactsMSN – FastFacts@jhu.edu
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How To View Full Screen
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Managing Shopping Cart’sActive Query Screen
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Agenda
Using the Quick Criteria Maintenance buttonOrganizing your list of active queriesRenaming queriesCreating new queriesQuestions
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After logging in, click the Go Shopping tab.Click Go Shopping from the submenu.
Managing the Active Queries Screen
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The Shopping Cart “Active Queries” screen appears.In most cases, the screen is configured as viewed below.
Managing the Active Queries Screen
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Click the small, triangular Collapse Navigation Panel button to provide a wider view of the information about the orders.
Managing the Active Queries Screen
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The expanded view looks like this.
Managing the Active Queries Screen
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Click the Show Quick Criteria Maintenance button to access the controls for the query.
Managing the Active Queries Screen
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The “criteria” for the query determines which shopping cart orders will be displayed.
Managing the Active Queries Screen
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Note that when you change the criteria for a query and then click apply, that query remains changed and may no longer match the name.
Managing the Active Queries Screen
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Can’t find your carts? Check your Quick Criteria Maintenance button to make sure there are no “stray” criteria from a previous query.Also, don’t forget to click Refresh!
Managing the Active Queries Screen
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One way to customize your Active Queries screen is to create new queries and save them to the menu. Here we will create a separate query for “last 30 days”.
First, click the Define New Query link.
Managing the Active Queries Screen
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In the Select Object Type field, click Shopping Cart.
Managing the Active Queries Screen
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Next, in the Select an existing query as a template field, click Last 7 Days.Click Next.
Managing the Active Queries Screen
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In the Timeframe field, select Last 30 days.Also, place a checkmark in the Including Completed Shopping Carts field.When ready, click Next.
Managing the Active Queries Screen
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In the Enter Query Description field, type a name for your new query.In the Select Category field, choose Shopping Carts.Click Finish.
Managing the Active Queries Screen
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Now you have a new query named “Last 30 days” in your Shopping Carts category.
Managing the Active Queries Screen
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To manage your query categories, click the Personalize link.
Managing the Active Queries Screen
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The Query Personalization screen has two sections, Available Queries and Active Queries.Use the Up/Down button to change the order the query appears in the list. Remove a query by clicking Remove. You can also select which query you want as the default.
Click Apply when you’re ready.
Managing the Active Queries Screen
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Here’s an example of a query for a specific vendor.In the Select Object Type field, choose Purchase Order, and choose the Today query.
Managing the Active Queries Screen
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Enter the Timeframe, the Supplier’s SAP number, and in the Requestor field enter your ID number.
Managing the Active Queries Screen
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Enter the Query name.
To create a new category of queries, click Create New Category.
In the pop-up box enter the name of the new Category, then click OK and Finish.
Managing the Active Queries Screen
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The new category and new query now appear in the Active Queries screen.Note that the action buttons and columns in the view grid are different from those in the Shopping Cart template.
Managing the Active Queries Screen
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Conclusion
If you cannot find an order, check your Quick Criteria Maintenance area and be sure to click Refresh.The Active Queries screen is customizable. You can:
Create new queriesCreate new categoriesOrganize how queries and categories display
Be careful that any new query you create has a Timeframe filled in.
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We’re going to open the phone lines now!
There will be a slight pause, and then a recorded voice will provide instructions on how to ask questions over this conference call line.
We’ll be answering questions in the order that we receive them.
We’ll also be answering the questions that were emailed to us during the presentation.
If there’s a question that we can’t answer, we’ll do some research after this session, and then email the answer to all participants.
Q&A
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Thank You!
Thank you for participating!
We would love to hear from you.Are there certain topics that you would like us to cover in future FastFacts sessions?Would you like to be a FastFacts presenter?Please email us at: fastfacts@jhu.edu
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Survey
Before we close, please take the time to complete a short survey.
Your feedback will help us as we plan future FastFacts sessions.
Click this link to access the survey… http://connect.johnshopkins.edu/fastfactssurvey/
Thanks again!