Creating Requisitions Using the Fluid User Interface

This section discusses how to create requisitions, search for requisition items, and submit requisition items for approval and view requisition item details using the fluid user interface.

PeopleTools documentation regarding the PeopleSoft Fluid User Interface includes:

  • PeopleTools: Fluid User Interface Developer’s Guide.

  • PeopleTools: Applications User's Guide, Working With PeopleSoft Fluid User Interface.

Click to watch a short video about PeopleSoft Fluid User Interface - Getting Started.

Page Name

Definition Name

Usage

Default Entry Page

PV_MOBREQ_ENTRY_FL

Enter the business unit and requester ID, if it is not already defined on the User Preferences - Procurement page.

Create Requisition: Browse Catalogs Page

PV_MOB_CATBROWSE

Search for items.

Create Requisition: Search Results Page

PV_MOB_855_SRCH

Search for items based on the Search field.

Item Details Page

PV_MOB_855_ITEMDET

View item details.

Shopping Cart Page

PV_MOB_855_SR_CART

View and modify items in your cart. You can also checkout from this page.

Checkout Page

PV_MOB_855_CHEKOUT

Verify and perform various actions to the requisition and requisition lines.

Schedule Detail Page

PV_MOB_855_DET_SCF

Review and modify schedule details for an item.

Distribution Page

PV_MOB_DISTRIB_SCF

Access Accounting Tag information, modify ChartFields, and access Budget and Asset information.

Accounting Tag Page

ACCTG_TAB_SEL_SCF

Add accounting tags to the requisition line.

Line Details Page

PV_MOB_855_DE2_SCF

Confirm requisition checkout information and edit additional details for a line, such as the buyer, supplier, and other line-specific information.

Save Confirmation Page

PV_MOB_855_CONF

View the final requisition details that have been submitted for approval.

Item History Page

PV_MOB_RECENT_ORD

View recently ordered items.

Favorites Page

PV_MOB_855_SRCHFAV

View a list of favorite items.

Templates Page

PV_MOB_TEMPLAT_FL

View and add purchasing kits, company and personal templates to your cart.

Web Suppliers Page

PV_MOB_855_SRCH_DC

View and access web supplier pages. See Create Requisition — Web Page.

Special Requests Page

PV_MOB_SPECIAL_REQ

Create special request items and add them to your cart.

Fixed Cost Service

PV_MOB_SVC_FC_FL

Create fixed cost items and add them to your cart. See eProcurement Services - Fixed Cost Service Page

Variable Cost Service

PV_MOB_SVC_VC_FL

Create variable cost items and add them to your cart. See eProcurement Services - Variable Cost Service Page

Time and Materials

PV_MOB_SVC_TM_FL

Create time and material items and add them to your cart. See eProcurement Services - Time and Materials Page

Order Sheets

PV_MOB_ORDSHEET_FL

To view the order sheets assigned and add order sheet items to the cart when creating requisitions.

Creating Requisitions Using Order Sheets

The general steps to create a requisition in Fluid are:

  1. Access the Create Requisition page.

  2. Add items to the cart using any of these navigation options, which are located in the left pane:

    Term

    Definition

    Browse Catalogs

    Select to display catalogs in the right panel.

    Item History

    Select to display the Item History page in the right panel. The Item History page displays a list of recently ordered items. The number of items displayed depends on the value in the Max Rows to Retrieve for Search Results field on the eProcurement Installation Options Page.

    Favorites

    Select to access the Favorites page. This page displays a list of items that have been marked as a favorite.

    You can enter a quantity, add items to the cart, add items to templates, delete items from your favorites, and view the item description and item details.

    Select the Manage Favorite Groups button to access the Favorite Groups window, where you can modify the Favorite Group name, description, and sharing information.

    Templates

    Select to access the Templates page. This page displays purchasing kits and personal templates. For each template or kit. Use the quantity and Add to cart button to add the template or kit items to the cart.

    Select the Detail icon to view the items in the kit or template.

    Select the Manage Personal Templates button to access the Personal Templates window, where you can modify the template name, description, and sharing information.

    Web Suppliers

    Select to access the Web Suppliers page. This page displays web suppliers only if the web suppliers are configured and the user has access to them. Additionally, users have the option to hide the navigation for web suppliers.

    Special Request

    Select to access the Special Requests page. This page allows you to create special requests for an item that is not in a standard catalog and has no item ID.

    Use the Special Requests page (PV_MOB_SPECIAL_REQ) to create any special requests to requisitions if required. Use the Special Request page to create requisitions for items or goods that are not included in the standard catalog of items in PeopleSoft eProcurement and have no item ID. This special request can be for goods or services.

    Users can either select the items you want to add to the cart or select the add special request tab to create special request .

    Fixed Cost Service

    Select to access the Fixed Cost Service page. This page allows you to create a service that is not in a company catalog and has a fixed cost.

    Variable Cost Service

    Select to access the Variable Cost Service page. This page allows you to create a service that is not in a company catalog and has a variable rate.

    Time and Materials

    Select to access the Time and Materials page. This page allows you to create time and materials that are not in a company catalog. The time charge uses a variable rate and the material charge is a fixed cost.

    Order Sheets

    Select to access the Order Sheets page. This page allows you to view the order sheets assigned and add order sheet items to the cart when creating requisitions.

  3. Access the Shopping Cart page to verify items.

  4. Access the Checkout page to verify requisition information, check budgets, or add documents.

Use the Default Entry page (PV_MOBREQ_ENTRY_FL) to enter the business unit and requester ID.

Navigation:

eProcurement Tile > Create Requisition Tile

This example illustrates the fields and controls on the Default Entry page.

Default Entry page

If you have already specified the business unit and requester ID on the User Preferences – Procurement page, this page does not display.

After entering the details, you can proceed with creating requisitions. If you have already defined the business unit and requester ID on the User Preferences – Procurement page, and enabled the LAND_ON_REQ_SETTINGS_PG role action on the Assign Role Action To Roles page, the Requisition Defaults page is displayed as the landing page.

Note: If you do not have the authority to add requesters, the system displays a message, in which case you can contact the Administrator to get the authorization.

Use the Create Requisition: Browse Catalogs page (PV_MOB_CATBROWSE) to search for items.

Navigation:

eProcurement Tile > Create Requisition tile

This example illustrates the fields and controls on the Create Requisition - Browse Catalogs page.

Create Requisition Browse Catalogs page

If an item is not available to be added to the cart on Favorites and Item History pages (the item is not active but appears in these lists), the system displays an error message and the add button is hidden. In addition, the Line Detail button is inactive. If one of the item suppliers on the Item details page is not available to be added to the cart, the Add button is hidden. The categories displayed on the Requisition page are visible or hidden, based on the settings on My Preferences page.

Use the Create Requisition: Search Results page (PV_MOB_855_SRCH) to search for items based on the Search field.

Navigation:

eProcurement Tile > Create Requisition tile. Select a category and enter text in the search field.

This example illustrates the fields and controls on the Create Requisition: Search Results Page.

Create Requisition: Search Results

You can search for an item across all categories (All) or select a specific category (Catalog, Favorites, Templates, Web Suppliers, and Order Sheets). At the top of the Search Results page, the categories or types that contain the item matching your search criteria are displayed. In this example, the Catalog Items category is selected by default and the items within this category are displayed. Select another category to view the results within it.

The left pane displays the Item Category, Manufacturer Name, Supplier Name, and Preferred Supplier details. In the right pane, the search results display the purchase order ID, item name, and supplier name. The Related Actions icon allows you to perform the Add to Compare, Add to Templates, and Add to Favorites actions. The links such as Inventory, Price Breaks, Contract, and Substitute Item appear for each item as applicable.

Select the ePro Home button to navigate back to the Create Requisition page.

Use the Advanced Search link next to the search box to perform more complex searches by entering the required search criteria. You can save the search criteria by clicking the Save Search Criteria link.

For more information about performing advanced search, see Advanced Search — Create Requisition Page.

Use the Item Details page (PV_MOB_855_ITEMDET) to view item details.

Navigation:

eProcurement Tile > Create Requisition tile. Select a catalog and select an item row.

This example illustrates the fields and controls on the Item Details page.

Item Details

The Item Details page displays all potential suppliers for the item. If there is a preferred supplier, it is listed at the top. You can add the item, with the preferred supplier, to your favorites list or to a template.

If you want to add this item to the cart, verify the quantity and unit of measure (UOM) and select the Add button.

To return to the list, select the Search Results button. The Browse Catalogs option in the navigation menu returns to the initial Browse Catalogs page where you can select another catalog.

Use the Shopping Cart page (PV_MOB_855_SR_CART) to view and modify items in your cart. Select the Checkout button to check out items and save or submit requisitions.

Navigation:

eProcurement Tile > Create Requisition tile > Shopping Cart

This example illustrates the fields and controls on the Shopping Cart page. You can find definitions for the fields and controls later on this page.

Shopping Cart

Use this page to make changes to the requisition and submit it again. You can perform the following operations:

Users can access the Edit Requisition page, make changes to the requisition, and submit it again. These operations can be performed when editing a requisition:

  • You can modify the Quantity if the requisition line is not multi-scheduled.

  • You can add or remove requisition line items, and split quantities into multiple schedules and distribution lines.

  • You can perform budget checking and pre-checking process.

  • You can either cancel the edit operation or save changes and submit the requisition.

  • After the requisition is saved or submitted, you can view the My Requisition and Create New Requisition buttons from the Confirmation page.

Field or Control

Description

My Requisitions

Select this button to return to the My Requisitions page without saving changes.

This button appears on the Confirmation page.

Continue Shopping

Select to return to the Create Requisition: Browse Catalogs Page.

This button appears on the Checkout Page.

Update Cart

Select this button to save any changes and update the requisition.

Checkout

Select to access the Checkout Page.

Requisition Name

Enter a description of the request to help you identify this requisition as it flows through the system. If this field is left blank, the system uses the requisition ID as the name.

Currency

Displays the currency that is selected for the business unit

Quantity and Unit of Measure

Modify the quantity, unit of measure (UOM), or both.

Note: The UOM can be edited only if the Allow Editing of UOM check box is selected on the Fluid Installation Settings Page.

Delete

Select to remove the item from the cart or requisition.

Use the Checkout page (PV_MOB_855_CHEKOUT) page to verify and perform various actions to the requisition and requisition lines.

Navigation:

eProcurement Tile > Create Requisition tile > Shopping Cart > Checkout

This example illustrates the fields and controls on the Checkout page. You can find definitions for the fields and controls later on this page.

Create Requisition - Checkout page

Field or Control

Description

Save

Select to save the requisition and submit it later. The Save Confirmation Page appears.

Submit

Select to submit the requisition for approval. Select the Submit button on Checkout page to view the Save Confirmation page (PV_MOB_855_CONF). The Save Confirmation page displays the finalized requisition details that was submitted for approval.

Requisition Summary

Field or Control

Description

Requisition Name

Select to enter a description of the request to help you identify this requisition as it flows through the system. If this field is left blank, the system uses the requisition ID as the name.

Priority

Select an option of High, Medium, or Low to indicate the priority to the approver.

Header Comments/Attachments

Select to access the Requisition Header Comments and Attachments window. Use this page to enter comment text and indicate whether to send the comment to the supplier, show the comment at receipt, and show the comment at voucher.

You can also add and view attachments at the header level.

Select the comments and attachments to view the collated header comments and attachments for the requisition.

You can also add multiple comments and attachments for the requisition. MULTI_COMMENTS role action controls whether the user can add multiple comments and attachments for the requisition or not.

Card Number

Select to enter a credit card number

Use Procurement Card

Select to indicate that a Procurement card is to be used.

Requisition Lines

Use this section to apply the selected action to one or many lines.

Field or Control

Description

Add to Favorites, Add to Templates, Delete Selected, Mass Change

Select the check box against the required requisitions to collectively perform the following actions:

  • Add to Favorites: Adds the selected requisitions to the favorites list.

  • Delete Selected: Deletes the selected requisitions from the shopping cart.

  • Mass Change: Displays the Mass Change page, where you can change the information for the selected requisition lines.

    Different options to apply distribution changes to the lines of your requisition are All Distribution Lines, Matching Distribution Lines, and Replace Distribution Lines.

    Select the Load Values From Defaults button to populate distribution line values.

    Populating distribution lines on the Mass Change page can also be done by manually entering accounting tags.

For more information, see Submitting Requisitions.

Select to access the Mass Change page (PV_MOB_855_MAS_SCF) where you can change the following:

  • Line Information such as Supplier ID, Supplier Location, Category, and Buyer.

  • Shipping Defaults such as Ship To, Comments, Due Date, and Attention

  • Distribution Information such as ChartField and Asset information.

Item Description

Select to access the Item Description window.

(View Schedule)

Select to access the Schedule Detail page, where you can modify the location and update the Attention To field.

Note: Based on the setting of role actions SCHEDULE_DISPLAY, ACCOUNTING_DISPLAY and ENFORCE_RGN_SECURITY the Schedule Detail section can be visible and can be edited.

(Add Comments and Attachments)

Select to access the Requisition Line Comments and Attachments page. Use this page to enter comment text, view the collated comments, and indicate whether to send the comment to the supplier, show the comment at receipt, and show the comment at voucher. You can also add and view attachments at the line level.

(View Details)

Select to access the Line Details Page.

Amount Only

Select Yes to indicate that the line is an amount only line.

Note: The Amount Only toggle button is displayed only if the requester has the AMT_ONLY_LINES role action assigned and enabled. The ePro administrator can provide this access.

Justification Comments

Enter comments to justify the need for the requisition. These comments appear on the Requisition Approvals page.

Field or Control

Description

Check Budget and Pre-Check Budget

Select the Check Budget link to initiate the Budget Processor and commit funds to pre-encumberance amount for this requisition.

Select the Pre-Check Budget link to initiate the Budget Processor and check the budget without reserving funds for this requisition.

You can run the Check Budget and Pre-Check budget processes after saving the requisition.

For information, see Submitting Requisitions.

Budget Checking Status

The Budget Checking Status is updated as Valid or Provisionally Valid after you run the Check Budget or Pre-Check Budget processes. The status is reset to Not Checked if you make any changes to the requisition and it needs to be budget checked again.

Add Request Document

Select to access the Add a Document Page, where you can create and associate an authored document with the requisition. PeopleSoft Supplier Contract Management must be installed.

Use the Schedule Details page (PV_MOB_855_DET_SCF) to review and modify schedule details for an item.

Navigation:

eProcurement tile > Create Requisition tile > Shopping Cart > Checkout. Select the Schedule Details icon for a line.

This example illustrates the fields and controls on the Schedule Detail page. You can find definitions for the fields and controls later on this page.

Schedule Detail page

You can modify the Ship To, Quantity, Due Date, and Attention To fields.

Icons to the right of the Ship To section include: Comments and Attachments, and Distribution.

Field or Control

Description

Distribution icon

Select this icon to access the Distribution Page, where you can view and override the accounting information.

Schedule VAT

Click the Schedule VAT icon to access the VAT Information for Schedule page, where you can review value added tax (VAT) information for the schedule line.

This button only appears when the Calculate VAT on Req check box for the Purchasing business unit level is selected, the purchasing business unit is a VAT environment , or the VAT_DETAILS eProcurement role action is used and the user eProcurement role is added to the user ID profile.

Price Adjustments icon

Click this icon to view the price adjustments for the schedule.

Use the Distribution page (PV_MOB_DISTRIB_SCF) to access Accounting Tag information, modify ChartFields, and access Budget and Asset information.

Navigation:

eProcurement tile > Create Requisition tile > Shopping Cart > Checkout > View Schedule icon > Distribution icon

This example illustrates the fields and controls on the Distribution page. You can find definitions for the fields and controls later on this page.

Distribution page

Note: ChartField Display Templates are used to extend ChartField configuration to control the display of individual ChartFields on PeopleSoft Fluid components. It displays ChartFields in a consistent manner on PeopleSoft Fluid transaction pages across PeopleSoft products. For eProcurement mobile requisition the default ChartField display template ALLCFS is used for all users, a permission list, or user ID. Use the Assign CF Display Templates Pageto assign template to the mobile requisition component.

Field or Control

Description

Accounting Tag

Select to access the Accounting Tag Page.

Note: This link appears only if Accounting Tag check box is selected for eProcurement on the Accounting Tag Registration page. See Setting Up Accounting Tags

Distribution VAT

Click the Distribution VAT icon to access the VAT Information for Distribution page, where you can review value added tax (VAT) information for the distribution line.

This button only appears when the Calculate VAT on Req check box for Purchasing business unit is selected, the purchasing business unit is using a VAT environment, or the VAT_DETAILS eProcurement role action is used.

Use the Accounting Tag page (ACCTG_TAB_SEL_SCF) to add accounting tags to the requisition line.

Navigation:

eProcurement tile > Create Requisition tile > Shopping Cart > Checkout > View Schedule icon > Distribution icon > Accounting Tag link

By adding accounting tags the system automatically prorates the amount and quantity of an accounting line according to the proration percentages defined on the Accounting Tag. Accounting tags are used to populate ChartFields on the transaction distribution lines as well.

For additional information about accounting tags, see Setting Up Accounting Tags

Use the Line Details page (PV_MOB_855_DE2_SCF) to confirm requisition checkout information and edit additional details for a line, such as the buyer, supplier, and other line-specific information.

Navigation:

eProcurement tile > Create Requisition tile > Shopping Cart > Checkout. Select the View Details icon for a line.

This example illustrates the fields and controls on the Line Details Page (1 of 2). You can find definitions for the fields and controls later on this page.

Line Details (1 of 2)

This example illustrates the fields and controls on the Line Details Page (2 of 2). You can find definitions for the fields and controls later on this page.

Line Details (2 of 2)

If you have substitute items defined for the original item, the Substitute icon appears next to the Original Substituted Item field. Click the Substitute icon to access the Substitute Items window to override any auto-substituted item. Only those items that are available for Manual Substitution and Automatic and Manual Substitution types are listed for your selection.

Field or Control

Description

Done

Select to save any changes and return to the Checkout Page.

Item Details

Field or Control

Description

Buyer Information

Select to access the Buyer Telephone Information window, which displays the buyers name, telephone, and fax number.

Show Configurator

Select to access the Item Configuration Information window, where you can select an Inventory Unit and Configuration Code.

Attributes

This section displays certain item attributes, such as whether the item is a catalog item, how much inventory is available, and so on.

Item Additional Information

Field or Control

Description

Device Tracking

Displays whether a receipt line is device tracked. This field is available for items that are description-only. See Using Device Tracking

Stockless Item, RFQ Required, Inspection Required

See Purchasing Attributes - Purchasing Controls Page

Amount Only

Select Yes to indicate that the line is an amount only line. When you select Yes, these actions occur on the requisition:

  • The requisition and schedule line quantity are set to 1 and become unavailable for entry.

  • The Price field on the line is available for entry. The price amount that you enter becomes the schedule price and amount.

  • The Distribute By option on the Schedule-Distribution page defaults to Amt.

  • In the Line Details window, the Inspection Required, Consolidate with other Reqs, and Inventory Source Flag toggle buttons are disabled.

  • The system prevents you from adding another schedule line by removing the Add Row button on the Schedule page.

See also, Common Elements Used in the Sourcing Workbench

Zero Price Indicator

See Common Elements Used in the Sourcing Workbench.

Contract Information

Click the Contract Search icon to access the Contract Search page, where you can perform advanced searches for contracts to be applied to the requisition line.

If you replace an existing contract or select another, the Supplier Information section reflects the modifications accordingly. You can confirm whether you want to proceed with changing the supplier when the message displays.

See Line Details Page

Supplier Information

See Line Details Page

Field or Control

Description

Item Supplier Priority

Indicates the supplier priority selected for the item. The value appears by default as a medium priority, but can be changed by the user. The updated priority appears on the Requisition Header.

Suggest New Supplier

Select this link to access the Suggested Supplier page (PV_MB_SUG_VNDR_SEC) where you can enter supplier name, address, and phone information.

Manufacturer Information

See Line Details Page

Procurement Group Information

For additional information about Procurement Groups, see Understanding Procurement Groups in PeopleSoft

Field or Control

Description

Procurement Group ID

Select a Procurement Group ID to be displayed on receipt lines. Procurement groups are defined using the Procurement Groups Page.

Primary Unit

Select Yes or No to indicate that this is the primary unit for the Procurement Group.

Unit Allocation Qty

Enter a quantity that identifies the quantity to allocate per asset for the Procurement Group.

Sourcing Controls

Use this section to alter sourcing options for the selected requisition line. This section is controlled by role, therefore some options are display only.

Field or Control

Description

Consolidate with other Reqs (consolidate with other requisitions)

Select Yes to consolidate multiple requisitions for the same supplier into one purchase order. This is defined at requester setup.

Calculate Price

Select Yes to have the sourcing process recalculate the item price when this requisition line enters the sourcing stage.

Override Suggested Supplier

Select Yes to enable the sourcing process to override the suggested supplier. This is determined for purchasing order sourcing.

Inventory Source Flag

Displays whether eligible requisition items are sourced from PeopleSoft Inventory, which is determined in user preferences.

Auto Item Substitution

Select Yes to indicate that item substitutions can be determined by the system. This is determined by Purchasing business unti.

Use the Save Confirmation page (PV_MOB_855_CONF) to view the final requisition details that have been submitted for approval.

Navigation:

eProcurement Tile > Create Requisition tile > Shopping Cart > Checkout > Submit

The message disappears after two seconds.

Field or Control

Description

View Approval Chain

Select to view the list of approvers for the requisition.

Create New Requisition

Select to create new requisition directly from this page.

My Requisitions

Select to go to the requisition page, where you can modify the requisition.

Budget Checking Status

Displays the following statuses based on the Check Budget and Pre-Check Budget processes:

  • Not Checked: Indicates that the Check Budget and Pre-Check Budget processes are pending.

  • Provisionally Valid: Indicates that the Pre-Check Budget process was successful.

  • Valid: Indicates that the Check Budget process was successful.

  • Error: Indicates that the budget checking processes failed. Click the link to navigate to the Review KK Requisition page to view the line information and view the exception.

Pre-Check Budget

If the process is successful, click the Provisionally Valid link to view the Commitment Control details in the Commit Control window.

The Pre-Budget link becomes disabled after running the process.

Check Budget

If the Check Budget process is successful, the Budget Checking Status changes to the Valid link.

The Pre-Encumbrance Balance is also displayed as a link.

Click the Valid link to view the Commitment Control window. In the window, click the Go To Activity Log link to navigate to the Commitment Control Activity Log page.

Pre-Encumbrance Balance

The Pre-Encumbrance balance is displayed as a link. Clicking this link opens the Accounting Entries page.

Note: The pre-encumbrance value will also be displayed on the Edit Requisition page next to Order Totals and on the Budget Information tab of the Distribution page. You can click these links to view the details on the Accounting Entries page.

You can navigate to other pages from this page via the Action menu. See Approving Requisitions Using PeopleSoft Fluid User Interface.

Use the Favorites page (PV_MOB_855_SRCHFAV) to add items to your Favorites list and group them.

Favorites are frequently ordered items and groups of items that you can maintain in a single location. You can create a list of items that are frequently ordered, and organize them by creating favorites groups. You can use the list to add items to a requisition without searching the item catalog.

Favorite-Ungrouped Items are private, accessible only to you, and are stored under the Requester ID. The list can be built from items in PeopleSoft eProcurement or PeopleSoft Services Procurement.

Navigation:

eProcurement tile > Create Requisition tile.

Select the Favorites menu in the left pane.

Manage Favorites Group

Field or Control

Description

Group Name

Enter a group name.

Description

Enter a group description.

Allow Sharing

Set the toggle to Yes to allow the favorite groups to be shared with other user roles and requesters.

Allow Access

Select this button to enter the requester’s details, such as Role Name and User ID. The details are required when other requesters try to copy the group to their favorites group.

The Allow Access button is enabled only after you add a group name.

Details

Click this button to view the group details. This is enabled only if you add items to the group.

Copy a Favorites Group

Select this link to access the Copy a Favorites Group page.

For more information on Copy a Favorites Group page, see Copy a Favorites Group Page.

For more information on Favorites, see Create Requisition — Favorites Page.

Use the Templates page (PV_MOB_TEMPLAT_FL) to add purchasing kits, company, and personal templates to your cart.

Navigation:

eProcurement Tile > Create Requisition tile

Select the Templates menu in the left pane.

Manage Personal Templates

Field or Control

Description

Template Name

Enter a template name.

Description

Enter a template description.

Allow Sharing

Set the toggle to Yes to allow the templates to be shared with other user roles and requesters.

Share Details

Select this button to enter the requester’s details, such as Role Name and User ID. The details are required when other requesters try to copy a template.

Details

Click this button to view the template details.

Copy Personal Template

Select this link to access the Copy a Personal Template(s) page.

Return to My Profile

Select this link to return to the Templates page.

For more information on Templates, see Create Requisition — Templates Page.

Use the Special Requests page (PV_MOB_SPECIAL_REQ) to order items that are not found in the item catalog.

Navigation:

eProcurement Tile > Create Requisition. Select the Special Requests menu in the left pane.

This example illustrates the fields and controls on the Special Requests page.

Special Requests page

Specify the required requisition details and click the Add button to add the special item to the cart.

Note: The Amount Only toggle button is displayed only if the requester has the AMT_ONLY_SPECIAL_REQ role action assigned and enabled. By default, this button is set to No.

For more information on special requests, see Requesting Special Items.