View Requisitions

Users can view requisitions submitted to suppliers within their community by using the View Requisitions screen.

For Buyers, the requisitions viewed may be limited to requisition placed by them and/or other users in their designated Organization Unit.

To learn how to change the Buyer default settings, refer to user/buyer search filter default help article.

View Requisitions Screen Overview

To view the Requisitions screen, go to the Marketplace module > click Transactions > select View Requisitions.

The Requisitions view screen will populate to view requisitions created in the last 90 days (Period filter default). 

To search, users can use the Requisition Number field, to insert the desired requisition number. Or customize the search utilizing the Period field and/or Filters.

Once Filters is selected, these additional fields will populate:

Supplier, State, Buyer, Organization Unit. If applicable, Work Order and Bill To.

Columns on the View Requisitions screen can also be used for Sorting.

The available columns to sort the Requisitions are:

• Requisition: By alphanumeric order
• Buyer: By username A-Z and vice versa
• Supplier: By supplier name A-Z and vice versa
• Type: By type A-Z and vice versa (e.g. Blanket first)
• State: By state A-Z and vice versa (e.g. Abandoned first)
• Created: Oldest date (first or newest)
• Total: Lowest amount (first or highest)

View Requisition Details

To view the requisition details, go to the Marketplace module > click Transactions > select View Requisitions.

Use the Requisition Number field, to insert the desired requisition number. Or customize the search utilizing the Period field and/or Filters.

Once the requisition is located, select the requisition number > the desired requisition view screen will populate, displaying details. 

For Requisition State status, Available Actions, and Tab Details, refer to the information below:

Requisition States

• Abandoned: An Incomplete Requisition was cancelled before being checked out and routed for approval. Or all items has been moved to another requisition.
• Approved: Requisition has been approved and an order has been created.
• Cancelled: All items on the requisition was cancelled before the approval process was completed.
• Declined: An Approver declined the requisition during the approval process.
• Incomplete: A Buyer or Browser saved or reassigned a requisition, before completing the checkout process. The requisition is currently in the buyer's cart, awaiting checkout completion.
• No Approval Needed: The requisition is within the user's Self-Approval threshold and does not require approval within the community.
• Pending: The requisition is awaiting approval by assigned approver(s) listed in the Approvals tab.

Available Actions on Requisitions

In the More Actions menu (in the upper right corner), users may see the below actions:

• Copy: Copies the requisition to the user's Shopping Cart, to begin the checkout process.
• Pause Approvals: Provides the approver with the ability to pause the requisition approval. To investigate the purchase for more details, without escalating the requisition to the next approver. Option available for Pending Requisitions.
• Cancel: 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. Option available for Pending Requisitions with Community Administrator or Approval Administrator roles.
• Cancel (Line Item): Cancels a single line on the Requisition. Can be actioned by Buyer and Approver of Pending requisition by selecting More Actions > go to desire line item > click Actions > select Cancel.

There are different tabs on the Requisition screen to show the Items, Approvals, Comments, and History tabs. If enabled and a Justification is included, the Justifications tab.

Items tab

The items tab displays all line item details.

If applicable, users can view account codes used to bill items to by hovering over the eye icon.

Approvals tab

The approval tab displays are the approvers designated to above the requisition within the community. Users can select the dropdown in the Approval Process Instance field, to view the approval steps taken.

Comments tab

Buyers and Approvers can post Comments on Requisitions and will receive an email notification, when a Comment is posted.

This is useful in situations when Approvers have questions around the need for an item or requires specifics relating to a product or service.

Add a Comment
To add a comment, go to the Comments tab of the desired requisition > click Add Comment > add desired users in the Mentioned users field > insert desired message in text field > select Send. Approvers can also access this from the Approval Task.

History tab

The history tab will display all actions to the desired requisition within the community.