Non-Catalog Form

  • Updated

To ensure a custom form is available for buyers when creating Non-Catalog items, a Community Administrator must first configure it in the system settings.

 

Enabling the Non-Catalog Form

Community Administrators must complete the following steps to assign the default form:

  1. Navigate: Go to the Administration module > select Modules > click Procurement.

  2. Configure: Under Non-Catalog Settings > select the desired form from the dropdown in the Default Form field.

  3. Save: Once completed, select Save.

 

Buyer Experience for Non-Catalog Items

If the form has been successfully configured, buyers will encounter it when creating a Non-Catalog item:

  1. Access: Go to the Marketplace module > select the dropdown in Create > click Non-Catalog.

 

  1. Form Display: The Create a Non-Catalog Item screen will populate. After a supplier is designated in the Supplier field, the Item Type field may populate. At this point, the fields associated with the customized form will populate, prompting the buyer to insert or attach applicable information.

All information inserted into the form:

  • Will be passed to the supplier as part of the order.

  • Can be viewed on the requisition by approvers after the checkout process is completed.

 

What's Next/Related