In this topic you will learn how to Uncheck Hold From Further Processing and Print a Requisition.
Click the View Printable Version link.
NOTE: The View Printable Version button may not be used for printing purposes once the Requisition Status = Complete. The user must print the Requisition by following the steps beginning with Step 11 of this exercise once the Requisition Status = Closed.
The SQR Report box displays with Status = Queued. As the request processes through, the Status will change to Processing and then Success. When the Status = Success, a line will display stating that the system is preparing the report. The report will open automatically in the SQR Report box.
Click the Printer button to print the report.
You can designate the number of copies you wish to print and then click OK.
For training purposes only, click the Cancel button.
Click the Close button.
NOTE: This completes the demonstration of View Printable Version.
Requisition ID
You may enter your requisition ID directly into the Requisition ID field. It is highly recommended that you note the requisition ID when attempting to print the requisition and enter it in this page. If you do not know the requisition ID, you may search for it as shown in the following steps.
Click the Look up Requisition ID button.
Enter the desired information into the Requester field. Enter "Your User ID".
Click the 0063329 link.
Click the button to the right of the Statuses to Include field.
Click the On Hold AND Not On Hold list item.
Process Scheduler
The Process Scheduler defines the Run Location and Output Destination of the Print Request.
Click the button to the right of the Server Name field.
Click the PSNT option from the drop-down list.
NOTE: If the Run Status is not Success and the Distribution Status is not Posted, click the Refresh button until both statuses are achieved.
Click the Go back to Requisition Print link.
Click the Report Manager link.
The report is complete and ready for viewing when Requisition Print SQR under the Description column turns into a blue hyperlink and the Status = Posted.
NOTE: Click the Refresh button until the Status = Posted and the Requisition Print SQR link becomes active.
Click the Requisition Print SQR link.
NOTE: The Requisition will open and display in a new window.
Click the Printer button to print the report.
You can designate the number of copies you wish to print and then click OK.
For training purposes only, click the Cancel button.
After unchecking the Hold From Further Processing checked box and saving the requisition, you may print the requisition. There are two methods available for printing a requisition: View Printable Version and Accessing the Process Monitor. Both methods will be demonstrated here. The View Printable Version method will be demonstrated first.
The second method, Print a Requisition using the Process Scheduler, will be demonstrated now.
Navigate to Purchasing, Requisitions, Reports, Print Requisition, or
From displayed breadcrumbs select Requisitions, Reports, Print Requisition.
Click the Add a New Value tab.
See the Create/Find a Run Control ID topic for instructions on how to create a valid Run Control ID.
The parameters you enter on the Print Requisition page will be saved to the specified run control ID. When running the report in the future, the user will only change the Requisition ID; all other fields will remain as defaulted.
NOTE: Do not enter From Date, Through Date or Requester. If this information is entered incorrectly, it may prevent the requisition from printing. Since requisitions must be requested and printed ONE AT A TIME, entering the requisition ID will be sufficient to identify the requisition.
NOTE: The Type field should default as Web and the Format field should default as PDF. If the Type and Format fields do not properly default, you will need to correct them.
This completes Uncheck Hold From Further Processing and Print a Requisition.
Enter the desired information into the Requester field. Enter a valid value e.g. "Your User ID".
Click the On Hold AND Not On Hold list item.
Click the PSNT option from the drop-down list.