Select a Recently Used Location When Creating a Requisition

You can now select from 5 most recently used deliver-to locations in the Redwood Self Service Procurement application without having to search for those values explicitly. The suggested deliver-to locations can be identified by the vertical highlighter available on the suggested value. You can additionally search for any other valid deliver-to location by typing at least three characters in the Deliver-to Location field. The recent deliver-to location values are displayed based on the search criteria. The most recently used values are displayed first, followed by other valid values.

Displaying recently used Deliver-to Locations

Displaying Recently Used Deliver-to Locations

Filtering Recently Used Deliver-to Locations

Filtering Recently Used Deliver-to Locations

Frequently used locations can be quickly selected without the need to search for them explicitly. This feature is enabled on these pages:

  • User Preferences
  • Edit Delivery and Billing Details 
  • Edit Requisition

Recently used suggestions on Edit Delivery and Billing Details page

Recently Used Suggestions on the Edit Delivery and Billing Details Page

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 Select a Recently Used Location When Creating a Requisition feature, then you must opt in to one or both of these features:

  • Enable the Redwood Version as the Default Self Service Procurement Application: Makes the Purchase Requisitions (New) work area available to all your users, and hides the Purchase Requisitions work area from all your users.
  • Procure Goods and Services Using the Redwood Self Service Procurement Application: Keeps the Purchase Requisitions work area available to all your users, and makes the Purchase Requisitions (New) work area available to the users who are assigned this privilege: Manage Requisition with the Responsive Self Service Procurement Application (POR_MANAGE_REQ_WITH_PWA_PRIV).

If you’ve already opted in, then you don’t have to opt in again.

Tips And Considerations

  • The last 5 recently used deliver-to locations will be displayed when you click the Deliver-to Location field on the Preferences, Edit Delivery and Billing Details, and Edit Requisition pages.
  • The list of deliver-to locations will remain the same for all three pages, which means the 5 most recently used deliver-to locations from all three pages will be displayed as the suggested list of deliver-to locations. This list is common for all three pages.
  • Additional deliver-to locations and a filtered list of recently used locations will be displayed when you type three characters in the Deliver-to Location field.
  • If any deliver-to location becomes invalid, it will be removed from the suggested list of the most recently used deliver-to location list.
  • You can disable the recently used suggestions via the Business Rule Extensibility framework.

Key Resources

Access Requirements

Users who are assigned a configured job role that contains this privilege can access this feature:

  • Manage Requisition with the Responsive Self Service Procurement Application (POR_MANAGE_REQ_WITH_PWA_PRIV) to access the Redwood Self Service Procurement Application.

This privilege was available prior to this update.

This privilege is required only if you have opted in to the Procure Goods and Services Using the Redwood Self Service Procurement Application feature to access the Redwood Self Service Procurement application.