View Requisition Document History
You can now view document history for a requisition in the Responsive Self Service Procurement application. You can view a list of actions performed on a requisition, including the type of action and when and by whom they were performed. Document history can include approvals, orders associated with the requisition, any changes processed on the orders, and other actions, including cancellation or returned requisition by the buyer.
You can access this feature using the View Document History option on the My Requisitions page.
Requisition Action to View Document History
With this feature, you can review these actions that were taken on the requisition:
- Requisition submission
- Requisition cancellation
- Approval actions such as approve, reject, request more information or reassigning the approval request to others
- Buyer modification to the requisition
- Downstream document events including purchase orders, change orders or transfer order creation
- Supplier acceptance or rejection of an order
Document History for Order Creation and Modifications
You can also have a compact summary of various lifecycle actions or view details for specific events.
Specific Actions Expanded
Using the feature, you can review actions taken on a requisition chronologically. This helps establish an audit trail detailing how a requisition has traversed through the procurement process.
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
If you want to use the View Requisition Document History feature, then you must opt in to its parent feature: Procure Goods and Services Using the Responsive Self Service Procurement Application. If you’ve already opted into this parent feature, then you don’t have to opt in again.
Tips And Considerations
- Click the Purchase Order or Transfer Order number link to navigate to the corresponding order detail or change order (in case of Purchase Order) page.
- Document history is available for all requisitions, whether created using the Responsive application or otherwise.
Key Resources
- To know more about how to use the Responsive Self Service Procurement application, refer to the Procure Goods and Services Using the Responsive Self Service Procurement Application readiness training.
- To know how to provide the required privileges to your requesters to use your own configured role instead of the Requisition Self Service User role, refer to the How You Configure Roles for the Responsive Self Service Procurement Application topic.
Access Requirements
Users who are assigned a role that contains this privilege can access this feature:
-
Manage Requisition with the Responsive Self Service Procurement Application (POR_MANAGE_REQ_WITH_PWA_PRIV)
This privilege was available prior to this update.