Verifying and adding further free text items to the material list (Step 3)

The "Items" tab shows you the selected material items in detail. You can use the plus button to the left of each item to display its details.

The items can only be adjusted in the SAP system that was used to create these material items. The SAP system is therefore always the leading system.

You can remove individual material items from the list on the right side. For this purpose, please click on the recycle bin button.

Adding free text items to the material list

In addition to the material items from SAP that have already been selected, you can add further items in the form of “free text” to your material request.

With this item type, you have the possibility of requesting further requirements, which can be created wholly free.

To do this, click on the button "New item" on the upper right side of the item list.

The details window for creating the free text item will then open.

Here you can enter all information about the free text item:

Maintain the short description, the quantity, the base unit and the price quantity (mandatory fields)
If necessary, maintain a long description. Enter the text in the "Long text" editor field.
Add attachments to your item that are specifically related to it.

The unit price and the total price resulting from the quantity and the price quantity is a calculation price for your evaluation in the price comparison list. It is not displayed to the suppliers when creating the quotation.

Select the option "Create another item" in the lower area of the dialog window, if you plan to create further free text items. After saving (button “Create”), a new dialog window automatically opens for creating another free text item.

If you have finished creating free text items, click on the button "Create". This will take you back to the overview of the item list and you will see your completed free text items.

Find out more on the next page.

Adding suppliers to the material request (Step 4)