In this topic you will learn how to View an Existing Requisition and the Activity Log.
NOTE: The Activity Log provides the User ID of the person who entered, modified and/or approved the requisition, as well as the date and time that each was performed.
Click the Purchasing option.
Click the Requisition option.
Click the Add/Update Requisition option.
Click the Find an Existing Value tab to search for an existing requisition.
Enter the desired information into the field. Enter "Your User ID".
Click the Search button.
NOTE: The Search results will display at the bottom of the page.
The results will display in descending order with the most recent requisition at the top of the list.
NOTE: If a specific Requisition ID was entered, the Maintain Requisitions page associated with the Requisition ID will display. An option list will not display at the bottom of the page.
Click the 0062991 link.
Click the button to the right of the Go To: field to access the Activity Log.
Click the 02-Activity Log option from the dropdown menu.
Find an Existing Value
To find an existing requisition, you must enter all or part of one of the following search criteria:
• Requisition ID – to view a specific requisition; or
• Requester – to view the requisitions entered by a specific person.
It is highly recommended you make a note of your Requisition ID so that you can enter it directly onto the search page when searching for an existing requisition.
Search for a Requester
It is recommended the Requester option be used as the search parameter when searching for existing requisition ids. You must enter the requester's user id in the Requester field. If you enter the requester's name in the Requester field, you will receive the following message: "No matching values found".
NOTE: Other than Requisition ID and Requester, the remaining displayed search options are not recommended for use as search parameters.
The Requester field is not case sensitive. However, if the Case Sensitive checkbox is checked, you must enter the Requester information in ALL CAPITAL (CAPS) letters. Checking the Case Sensitive box will limit your results since the system will only be looking for an ALL CAPS match. If the Case Sensitive box is unchecked, you will retrieve all records, regardless of whether the text is in ALL CAPS.
NOTE: It is recommended that the Case Sensitive and Hold From Further Processing boxes remain as defaulted.
If the Hold From Further Processing box is checked, the end-user can continue adding item lines and information to the requisition. As long as the Hold From Further Processing box is checked, the requisition will not move to the Approver's Worklist.
Once the Hold From Further Processing box is unchecked and the requisition saved, the end-user may not enter any additional information into the requisition. The requisition will be routed to the Approver's Worklist when the requisition is saved.
Buttons on the Maintain Requisitions page
Return to Search button allows you to return to the list of requisitions retrieved on the Search page;
Previous in List button also you to view the previous requisition in the list of requisitions retrieved on the Search page;
Next in List button allows you to view the next requisition in the list of requisitions retrieved on the Search page. The Next in List button in this example is grayed out because it is the last requisition in the search results list;
Notify buttons allows you to e-mail the requisition page;
Refresh button is used to update the information on the page.
Delete Requisitions button (not viewable on this page) should never be used by the end-user.
Add button takes you directly to the Add a New Value tab to create a new requisition.
The Activity Log will indicate the following:
1. Entered - the User ID of the Requester and the date the requisition was entered into the system;
2. Modified - the User ID of the person who most recently modified the requisition, and the date and time the modifications were entered into the system; and
3. Approved - the User ID of the person who Approved the requisition, and the date and time the requisition was approved.
This completes View an Existing Requisition and the Activity Log.
Enter the desired information into the field. Enter a valid value e.g. "Your User ID".