Select and Process Notifications Using Worklist

Use

You want to use the worklist for notifications to select and display a list of notifications. For example:

  • You want to display or change a specific notification, but you do not know the number of the notification.
  • You want to display or change several notifications with certain attributes.
  • You want to perform certain functions simultaneously for several notifications with particular attributes.
  • You want to select the notifications that you are responsible for processing.

Prerequisites

If you want to select notifications on the basis of partner functions:

  • Partner functions must be defined in Customizing
  • Users or departments must be assigned to the partner functions

Procedure

  1. Choose Logistics ® Central Functions ® Notification ® Worklist ® Notifications.

The dialog box Worklist: Notifications appears.

  1. If you want to create your own personal worklist, choose the My worklist tab page.

If you want to create a list of all notifications that meet certain selection criteria, choose the General selection tab page.

  1. Enter the desired selection criteria.

If you want to

Then

Select only the notifications that are assigned to you for processing

Set the For processing by me indicator on the My worklist tab page.

Select only the notifications that were created by you

Set the Created by me indicator on the My worklist tab page.

Select only the notifications that were last processed by you

Set the Last processed by me indicator on the My worklist tab page.

Select only the notifications assigned to you as a specific partner (for example, in your capacity as an "author")

Set the In my role as indicator on the on the My worklist tab page and choose a partner function in the list field.

Select notifications that were created within a specific time period

Set the indicator:

  • 1 week, if you want to select notifications that were created up to one week before the current date.
  • 1 month, if you want to select notifications that were created up to one month before the current date.
  • 3 months, if you want to select notifications that were created up to three months before the current date.
  • 1 year, if you want to select notifications that were created up to one year before the current date.
  • Defined by me and enter the desired time interval if you want to select notifications that were created within a specific time period.

Select a specific notification or several notifications of a specific notification type

Enter the desired notification number or notification type.

Format the list display to meet your own specific requirements

Choose the desired layout in the Layout list field.

You can store the following information in a layout:

  • List column structure
  • Sort criteria
  • Filter conditions

Specify which criterion the monitor column in the list of notifications references

In the list field Reference field for monitor, choose a reference field. The monitor column is then displayed with the corresponding status.

If you do not choose a reference field, the monitor column is not displayed.

For example, if you chose the desired start/end date as a reference field, the colors in the monitor column have the following meaning:

  • Green: the desired start date has not been reached
  • Yellow: the desired start date has been reached, but the desired end date has not been reached
  • Red: the desired end date has been surpassed.

The notifications displayed in red are critical and should be processed with the highest priority.

Select notifications with a specific status

Select the corresponding indicator on the General selection tab page or enter the desired selection profile.

Select notifications that have been assigned specific partners

In the Partner area of the General selection tab page, choose the desired partner function(s) and/or enter the partner number.

If you always want to use the same selection criteria in your worklist, enter the desired data and choose My defaults.

  1. Choose Execute.

The system displays a list of notifications that meet your selection criteria.

  1. You can use the functions described below to process selected objects in the list further.

Function

Procedure

Switch between the Display notification and Change notification transactions

Choose the Change <-> Display pushbutton.

Display a graphic (for example, how many notifications were created on a particular date or for a specific material)

Position the cursor on a column header text, select the desired objects in the list, and then choose Graphic.

Export notification list to MS Excel

Choose Spreadsheet.

Display document flow for one or more notifications

Select one or more objects in the list and then choose Display document flow.

Initiate an outgoing telephone call (SAPphone component must be active)

Select a notification and then choose Telephone call.

Display notification long text

Select a notification and then choose Long text.

Display or change notifications (branch to notification header)

Select one or more objects in the list and then choose Notification.

Display a portfolio

Position the cursor on a column header and then choose List ® Portfolio.

Compare notification processing dates (requested start and end dates)

Select one or more objects in the list and then choose Goto ® Schedule graphic.

Display report documentation

Choose Goto ® Report documentation

Print one or more notifications

Select one or more objects in the list and then choose Notification ® Print notification.

If you selected more than one object in the list, the system displays the first selected object in the list (in the display or change mode). When you have finished processing the first object, choose Goto ® Back. The next selected object is automatically displayed.