Setting Up the Fluid User Interface to Create Requisitions

Page Name

Definition Name

Usage

Fluid Installation Settings Page

PV_MOBILE_INST_SEC

Determine requisition and receiving options for fluid pages.

My Preferences: eProcurement Requisition Page

PV_MOB_PREF_FL

View and edit preferences.

eProcurement Requisition Navigation: Fluid

PV_LEFTNAV

Set up eProcurement requisition left navigation order and labels for the Fluid User Interface.

Requisition Defaults Page

PV_MOB_855_SET_SCF

Enter default field values for new requisition lines and define requisition settings such as purchasing business unit and requester.

Use the Fluid Installation Settings page (PV_MOBILE_INST_SEC) to determine requisition and receiving options for fluid user interface pages.

Navigation:

eProcurement > Administer Procurement > Maintain Overall System Options > eProcurement Installation Options > Fluid Installation Settings link

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

Fluid Installation Settings (1 of 3)
Fluid Installation Settings (2 of 3)
Fluid Installation Settings Page (3 of 3)

Field or Control

Description

Edit Requisition Options

Select Go To Cart First or Go To Checkout First. Based on your selection, the Edit option on the My Requisitions page displays the Cart page or Checkout page when the requisition is in the Edit mode. The default selection is Go To Cart First.

Checkout Options: Options

Select an option to indicate that the associated button appears on the Checkout page.

Select from these options:

  • Display Both Buttons

  • Save Button Only

  • Submit Button Only.

Show Checkout Options

Select to indicate that these options also appear on the My Preferences: eProcurement Requisition Page.

Show Cart Options

Select to indicate that these options also appear on the My Preferences: eProcurement Requisition Page.

Allow Editing of UOM

Select to allow users to edit the unit of measure on Requisition pages using Fluid.

Search Results View Default

Select from these options:

  • View Catalog Items First

  • View Favorites First

  • View Web Suppliers First

Based on the option selected the corresponding search result page is displayed.

Show Result View Options

Select to indicate that these options also appear on the My Preferences: eProcurement Requisition Page.

Suppliers

Select from these options:

  • Hide Other Suppliers

  • Show Other Suppliers

Based on the option selected other supplier information is displayed on the Item Details page. This option is also dependent on the role action VIEW_ALL_SUPPLIERS:

  • If this role action is enabled then other supplier information is available to show or hide on this page, based on this setting.

  • If this role action is not enabled then other suppliers are not displayed and this setting is not considered.

Show Item Details Options

Select to indicate that these options also appear on the My Preferences: eProcurement Requisition Page.

Enable Mobile Logging

Select to have the system log errors and warnings when creating and editing fluid requisitions.

Receiving Options: Search Result Options

Select from these options:

  • Item ID

  • Manufacturer Item ID

  • Supplier Item ID

  • UPN Details

Order Sheet Options

Select the Edit ChartField Combinations check box to check the valid ChartField combinations on the distribution lines for an order sheet. If this check box is selected, an error message displays when you save an order sheet with invalid ChartField combinations.

Express Entry Options

  • Disable Special Request: If the check box is selected, special request item lines will not be available on the Express Entry page. That is, you will be able to add only catalog items. The description field will be display only.

  • Restrict Prompt and Data Entry: If the check box is not selected, the prompts on the Supplier Information and Manufacturer Information tabs will be open.

    If the check box is selected, then:

    • The Supplier ID prompt will display only those suppliers, who have been defined for the item.

    • The Supplier Item ID, Supplier’s Catalog, and UPN ID fields will be display only and will be updated when the Supplier or Manufacturing ID is changed.

    • If the Item and supplier fields are non-blank and the Item/Supplier manufacturers exist, then the Manufacturer ID displays those values. Else, it displays the Item level Manufacturers. If neither of the Item/Supplier or Item level manufacturers exists, the prompt will be blank.

      If the Supplier field is blank, then it displays the Item level prompt.

    • When the Supplier field is blanked out, the system updates the Supplier Item ID, Supplier’s Catalog and details on the Manufacturer Information tab, if the manufacturing information was set up at the Item/ Supplier level. If the manufacturing information was set up at the Item level, then that would not change.

Note: If the Express Entry Options are unchecked, the fluid Express Entry pages will act very similar to the classic Express Item pages with regard to the prompt values.

Use the My Preferences: eProcurement Requisition page (PV_MOB_PREF_FL) to set up user preferences for the required pages.

Navigation:

Fluid Home > Employee Self Service > My Preferences

eProcurement Tile > Action List > My Preferences > Procurement > eProcurement Requisition

This example illustrates the fields and controls on the My Preferences: eProcurement Requisition page. You can find definitions for the fields and controls later on this page.

My Preferences: eProcurement Requisition page

The values that you select on this page override what is selected on the Fluid Installation Settings Page and the Customize Search Results Display Page.

Use the Requisition Defaults page (PV_MOB_855_SET_SCF) to enter default field values for new requisition lines and define requisition settings such as purchasing business unit and requester.

Note: If you enable the LAND_ON_REQ_SETTINGS_PG role action on the Assign Role Action To Roles page, the Requisition Defaults page displays as the landing page.

Navigation:

Fluid Home > Employee Self Service > Requisition

Or, select the Requisition Defaults link on the Requisition page.

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

Requisition Defaults

Before using this page, determine the features that your users can access by linking user roles to the following eProcurement role actions:

  • The CHANGEBU role action is required to access the Business Unit and Requester fields on this page.

  • When the new business unit is selected, the existing shopping cart items will be removed. You can add the new requisitions under new business unit.

Field or Control

Description

Line Defaults, Shipping Defaults, and Distribution Defaults

The values that you enter on this page can be applied to the entire requisition at the line, shipment, or distribution levels.

For information, see Creating Requisitions.

Add One Time Address

Select this button to enter the default one time shipping address. Enter the shipping details in the Shipping Address page and save the details.