Create Compliance Checklists with Prepopulated Values for Procurement BU and Owner

Save time creating a compliance checklist with prepopulated values for the procurement BU and owner.

When you create a checklist, you are automatically assigned as the owner. If you manage compliance checklists for a single procurement BU, that BU is defaulted as the procurement BU of the checklist. If you manage compliance checklists for multiple procurement BUs, the BU set in the Default Procurement Business Unit profile option is defaulted.

New compliance checklist with prepopulated values

New Compliance Checklist with Prepopulated Values

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Procurement

To take advantage of this feature, you must opt in to the Create Compliance Checklists for Purchasing Documents feature. If you previously opted in, then this feature is automatically available.

Key Resources

  • Refer to the What's New for the Create Compliance Checklists for Purchasing Document feature.

Access Requirements

Users who are assigned a job role that contains this privilege can create compliance checklists:

  • Create Compliance Checklist (PO_CREATE_COMPLIANCE_CHECKLIST _PRIV)

This privilege was available prior to this update.