Search and Manage Requisitions Using a Header-Only View

You can search and manage requisitions with a header-only view using the My Requisitions page in the Redwood Self Service Procurement application. The header-only view displays requisitions to which you have access, matches your keywords, and applies filters in a compact view, including these attributes:

  • Requisition status 
  • Requisition number & description 
  • Associated orders information
  • Approval amount
  • Creation date 

Header-only View of My Requisitions

Header-Only View of My Requisitions

Also, you will be shown the "Entered By" person name if the requisition is prepared by another person in your organization. 

You can set the default view of the My Requisitions from the Preferences drawer using the Display settings section.

Preferences Display Settings

Preferences Display Settings

 At any time in your session, you can switch between the header-only view and the view that includes headers and lines using the Requisitions and Lines toggle buttons, which applies until the end of the session.  

These sections provide additional details of the feature function of My Requisitions page:

Search & Search Results

  • Search continues to work on attributes across headers, lines, and distributions. 
  • In addition to the existing search capabilities on the My Requisitions page, you can now search by the Requisition Preparer (header level attribute) by entering it as a keyword. 
  • The matching result count displays the requisitions matching your search on the header-only view. It displays the count of matching requisition lines on the Lines view. 
  • The results are sorted differently in each view.
Sort Requisitions Lines
Default

Creation date in the descending order

Creation Date Descending
Keyword Search or Filtered Results
  1. Relevance score in  the descending order
  2. Creation date in the descending order
  3. Requisition number

Creation date in the descending order

Filters 

  • Filtering capability that is available since update 24B remains unchanged with these changes:
    • The Requisition Status filter has been renamed and corrected to Line Status, its function remains unchanged, which is to search for lines in a specific status.
    • In addition, a Requisition Status filter is introduced to search for requisitions in a specific status.
    • The Filter counts indicate the requisitions count in the header-only view as opposed to the count of lines in the Lines view.

Actions 

  • These actions that are available on Lines view at the header level will continue to work in the Requisitions view. 
    • View Details
    • Edit
    • View Approvers 
    • Duplicate
    • View Document History
    • View Lifecycle
    • Reassign
    • View PDF
    • Cancel 
    • Delete
  • Also, these actions are available in the Requisitions (Header-only) view:
Action Display Conditions On Click Behavior
View Order 

Both the conditions are true:

  • 1 Purchase order associated with the requisition 
  • User has the View Purchase Order as Procurement Requester privilege
 Navigates to the View Purchase Order page
View Orders 

The combined count of purchase and transfer orders associated with the requisition is more than 1 

 Opens a drawer with details of orders

This feature enables you to view key information about requisitions while providing a way to switch to a lines-centric view at any given time, easily drill down to the requisition details, and perform all applicable actions.  

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 Search and Manage Requisitions Using a Header-Only View 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 maximum number of requisitions shown in the headers-only view is 10000.
  • The default view of the My Requisitions page is Lines. Application Administrators can change the default view on My Requisitions for all users to header-only view by setting the Requisition Headers View Enabled for My Requisitions (ORA_POR_MY_REQS_HEADER_VIEW_ENABLED) profile option.
  • Guided Journey support is available on the My Requisitions page and applies to both views.
  • The header-only view of the My Requisitions page is enabled for extensibility using business rules.
  • The actions at the line and header levels in both views of the My Requisitions page are enabled for extensibility using business rules.

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 isn’t required if you have opted in to the Enable the Redwood Version as the Default Self Service Procurement Application feature to access the Redwood Self Service Procurement application.

This privilege was available prior to this update.