General features in FTA Management modernized
Some common features are present on multiple screens. This overview outlines their general use, but there may be minor differences based on the screen you are using.
Button | Action |
|---|---|
Actions ![]() | One of the main components of FTA Management screens, it offers you a variety of possibilities pertaining to the content of the screen. Tip: some of the buttons below can be, sometimes, found within theActions button. |
Bulk edit ![]() | Edit multiple items at once
For efficiency in managing large datasets, ONESOURCE™ Global Classification offers a Bulk edit feature. This allows you to apply changes to multiple items in one operation.
Bulk edit can appear in two different ways:
Upon selecting Bulk Edit, a side panel will appear on the right side of your screen.
Note: In the Bulk edit screen, it is possible to edit more than one piece of information at once by selecting Add field . |
Download all ![]() | Download an Excel spreadsheet of products
|
Filter ![]() | Allows you to filter results based on the value of your choice.
The possible filter options are:
Note: in certain cases, filtering can be based solely on a value. Ensure each value is written on a separate line. |
Expand ![]() | Hides adjacent panel, providing a full view of the table. |
Go to page: ![]() | Go to a specific page based on a number. |
Group ![]() | Enables you to group results based on criteria that best fit your needs. |
Items per page ![]() | Adjust the number of items displayed per page using this dropdown menu. |
Manage columns ![]() | Allows you to add, remove, or reorder columns to suit your preferences. There is limit of how many columns you can add, if that happens, you won’t be able to edit the previous options. |
Previous/Next ![]() | Go to the previous or next page result pages using these buttons. |
Search ![]() | To refine your search, select a specific criterion, enter a number or short text, and select Search |
Select supplier ![]() | Choose a supplier to view solicitations related to them. |
Show:* | Allows you to view your solicitations individually or grouped by FTA. |
![]() Within document validity period:* | Select the correct qualifying period to narrow down your results. Options include:
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