Search for Purchase Agreements Using a Redwood Page

Search for purchase agreements using an elastic-based smart search that supports searchable attributes across agreement headers and lines with built-in fuzzy matching and progressively narrows down the search results by using additional keywords. The search results are displayed using a Redwood page to improve the overall search experience.

A new task is now available under Purchase Agreements and Purchase Orders work area to access the new Purchase Agreements page.

New Purchase Agreements task in the Purchase Agreements work area

New Purchase Agreements Task in the Purchase Agreements Work Area

New Purchase Agreements Redwood page

New Purchase Agreements Redwood Page

You can search agreements using header and line attributes. Here's the list of searchable attributes:

Header Line

Agreement Number

 Item

Description

 Item Description

Note to Supplier

 Supplier Item

Note to Receiver

Note to Supplier

Document Style

Supplier Part Auxiliary Identifier

Supplier

Supplier Top Model

Supplier Alternate Name

Supplier Parent Item
Procurement BU

Item Category Name
Buyer

Item Category Description
Supplier Site

Top Model
Supplier Site Alternate Name

Parent Item
Supplier Contact

UNSPSC
 

Manufacturer Part Number
 

Long Description
 

Manufacturer
 

Alias
 

Comments

Search Agreements Using Header and Line Attributes

Steps to Enable

You need to enable the Redwood Manage Agreements Enabled (ORA_PO_MANAGE_AGREEMENTS_REDWOOD_ENABLED) profile option to access the new Purchase Agreements page. By default, this profile option is disabled. 

To enable the profile option, follow these steps:

  1. In the Setup and Maintenance work area, search and select the Manage Administrator Profile Values task.
  2. On the Manage Administrator Profile Values page, search for and select the profile option name or code.
  3. Set the Profile Value to Y.
  4. Click Save and Close. Changes in the profile value will affect users the next time they sign in.

To manage search capabilities for purchase agreements, follow this step:

  1. Submit the ESS job to create index definition and perform initial ingest to OSCS scheduled process with this index name:
  • Purchase Agreements: fa-prc-pa

Tips And Considerations

  • You can create a saved search so the application displays the records associated with your default saved search when you navigate to the new Purchase Agreements page. For example, you can create a saved search to display agreements created by a given buyer in a specific procurement business unit.
  • You can configure guided journeys for the new Purchase Agreements page and provide users with guidance such as tutorials, company policies, and best practices.
  • You can use Visual Builder Studio to configure business rules to:
    • Show or hide fields.
    • Filter the purchase agreements by adding new filters or removing filters that are available out of the box.
    • Sort the purchase agreements search results using additional agreement attributes.
  • The new Purchase Agreements page doesn't support these actions:
    • Modify or Perform control actions on the agreement. You can drill down to the View Agreement page to edit and perform control actions like Cancel, Finally Close, Freeze, and Hold.
    • Create a new purchase agreement. To create a purchase agreement, you can use the Create Purchase Agreement task available in the Purchase Order and Purchase Agreements work areas.

Key Resources

Access Requirements

Users who are assigned a configured job role that contains this privilege can access the redwood purchase agreements page:

  • Search Purchase Agreement (PO_SEARCH_PURCHASE_AGREEMENT_PRIV)

This privilege was available prior to this update.