To view a requisition select View Requisitions from the Orders menu. You can use the filters at the top of the view requisition page to change the search to find a specific requisition. Depending on your user account settings and what roles you have assigned to you, the page will either default to show all requisitions for all users or just for yourself. The results can be filtered by requisition number, supplier, state, buyer and org unit.
To find out how to change the buyer default for searches see User/Buyer Search Filter Default.
- Abandoned: an incomplete requisition was cancelled before being checked out and routed for approval, or all items have been moved to another requisition.
- Approved: requisition has been approved and an order has been created.
- Cancelled: all items on the requisition have been cancelled before the approval process has completed.
- Declined: an approver has declined the requisition during the approval process.
- Incomplete: a buyer or browser saved or reassigned a requisition before completing the checkout process. This requisition is awaiting checkout.
- No approval needed: the requisition is within the user's self-approval threshold and does not require approval.
- Pending: the requisition is awaiting approval.
Available Actions on Requisitions
- Copy: Copies the requisition to your shopping cart.
- Cancel All Items: Cancels all line items on the requisition.
- Refresh Approval: Refreshes the requisition approval status. This is used when there is a change to the approval chain associated with the requisition. (Available for users with Community Administrator or Approval Administrator roles).
- Cancel Line: Located to the right of each line. Cancels a single line on the requisition.
Depending on whether your community has contracts enabled you may also see these options just above the Subtotal column of the items section:
- Create Contract: Users with the Create Contract role can create a new contract directly from a requisition.
- Link Contract: Users with the Create Contract role can link the requisition to an existing Contract for the associated supplier.
To view the requisition details click on the requisition number. There are different tabs on the requisition screen to show the items, approvals, justifications (if enabled and a justification is included) and comments.
Buyers and Approvers can post comments on requisitions and also receive an alert email when a comment is posted. This is useful in situations when Approvers have questions around the need for an item or requires more specifics relating to a product or service.
|Note: When the approver comments the buyer is notified, when the buyer comments the approver is notified and when a third party comments only the buyer is notified.|
To add a comment go to the Comments tab of a requisition and click on Add Comment. Approvers can also access this from the approval task.
To view orders select View Orders from the Orders menu. You can use the filters at the top of the page to change the search to find a specific order. There is also the option to Export the orders from this page by clicking the Export button next to the Filter button and selecting either Export Orders or Export Order Lines. The export will include whatever search results are currently being displayed. The default filter is the Created Date set to Last 90 Days.
You can view the order details by clicking on the order number.
Available Actions on Orders
- Copy: Copies the order to your shopping cart.
- Close: Indicates an order is finished with, closing an order prevents any further receiving and invoicing.
Depending on whether your community has the below enabled you may also see these options:
- Cancel: Cancels the order.
- Edit: Allows you to edit the order.
- Receive All: Allows you to receive all the products in the order at once.
- Create Contract: Users with the Create Contract role can create a new contract directly from an Order.
- Link Contract: Users with the Create Contract role can link the order to an existing contract for the associated supplier.
For information on: