On the Text and Terms tab, you can maintain text and terms that have been attached to a requisition template, a requisition, an inquiry, or an agreement. Text can be changed by filling out blanks, for example; or you can insert additional text. You can also delete text. Modifications made to the text here do not change the original text defined on the D.20.11 Text and Terms screen.
If you modify the texts of a requisition, these changes will not be reflected on further supplements of this requisition.
Select Header or Footer from the dropdown list in the Placement field. This placement defines where the text should appear after it has been attached to a requisition or an inquiry, for example.
Enter a sequence number in the Seq field. This sequence controls the order in which the attached text and terms appear in the header or the footer section of the document.
Select the name of the text and term from the LOV in the Term Code field. You can double-click in this field to open the D.20.11 Text and Terms screen where text and terms are defined.
The revision is automatically assigned to a text and term starting with 0 (zero); the revision is displayed in the Rev field. When you duplicate a record, the revision is increased by one.
The Highest Rev check box indicates if the highest revision of the text and term is attached (check box is marked), or if a higher revision exists (check box is not marked).
The Term changed check box indicates whether a text and term is changed compared with the previous supplement. This indicator is only set for requisitions and requisition line items.
The text and term descriptions are displayed in the Short Desc and Description fields.
If a file is attached to the selected text and term, the file name is shown in the File Name field. You can click the Open button to open this file. The project default ZI_WEB_DOC must be set to be able to open files. For more information, see ZI_WEB_DOC.
If you click the Show Short Desc button, a window opens where the short descriptions of all attached text and terms are displayed, concatenated and ordered by their sequence.
If you click the Show Description button, a window opens where the descriptions of all attached text and terms are displayed, concatenated and ordered by their sequence.
Instead of adding single text and terms, you can attach a pre-defined term set. To insert a set, select the name of the term set from the LOV in the Term Set field and click the Copy button.
The LOV in the Term Set field shows only term sets defined for the referenced object. For example, if you want to attach text and terms to a requisition, only sets defined for the ‘Engineering Requisition’ term type are available for selection. When you click the Open button, all text and terms of the selected set will be attached. The text and terms of the selected set will be copied as follows:
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Any text and term of the set not yet assigned will be attached. If the sequence of the TT set detail is already used, the next available sequence will be selected. If necessary, you can re-sequence the text and terms afterwards.
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If the text and term is already attached with the same revision, nothing will be changed.
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If the text and term is already attached with a higher revision, nothing will be changed; the text and term will not be added.
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If the text and term is already attached with a lower revision, the old one will be replaced with the text and term from the set.
Only the highest revision of a text and term set is available for this copy process.
If you have opened the D.90.21 screen from a discipline dependent screen like R.30.01 Maintain Requisitions, you can only copy a text and term set if you are logged in with the discipline of the selected object (for example, the requisition).
You can double-click in the Term Set field to open the D.20.12 Text and Term Sets screen.
The Rev field shows the revision of the selected text and term set.