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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 the
Actions
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.
  1. Choose the products you want to edit by selecting their corresponding checkboxes on the far left.
Bulk edit can appear in two different ways:
  • Inside the
    Actions
    button.
  • As a button itself.
  1. Select
    Bulk edit
    .
Upon selecting Bulk Edit, a side panel will appear on the right side of your screen.
  1. Choose the fields you want to update.
  2. Type the new value.
  3. Select
    Apply
    .
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
  1. Use the table buttons to customize your viewing preferences.
  2. Select
    Download all.
An Excel®️ spreadsheet containing all the product data currently displayed according to your filters and column settings will be downloaded to your local database.
Filter
Allows you to filter results based on the value of your choice.
The possible filter options are:
  • Contains
  • Less than or equal to
  • No data
  • Has data
  • Does not contain
  • Starts with
  • Ends with
  • Equal to
  • Not equal to
  • Greater than
  • Less than
  • Greater than or equal to
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
to filter the results.
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:
  • All periods:
    View all available periods.
  • Other periods:
    Organized chronologically for easy navigation.