Export Requisitions Search Results to Excel

You can now export search results on the My Requisitions page to an excel document in the Redwood Self Service Procurement application. This can be done for both headers as well as lines.

Export to excel of My Requisitions search results

Export to Excel of My Requisitions Search Results

These columns are supported for this download feature:

  • Requisition Header:
    • Requisitioning BU
    • Requisition
    • Description
    • Entered By
    • Creation Date
    • Approval Amount
    • Status
    • Funds Status
    • Order
    • Emergency Purchase Order
  • Requisition Lines:
    • Requisitioning BU
    • Requisition
    • Entered By
    • Status
    • Item
    • Item Description
    • Category Name
    • Quantity
    • UOM Name
    • Price
    • Currency Amount
    • Currency
    • Line Status
    • Requester
    • Deliver-to Location
    • Deliver-to Address
    • Buyer
    • Agreement
    • Purchase Order
    • Transfer Order
    • Supplier
    • Supplier Site
    • Supplier Item
    • Manufacturer
    • Manufacturer Part Number
    • Source Organization
    • Funds Status
    • Return Reason
    • Cancellation Reason

You can run offline data analyses for reporting or audit purposes using this feature.

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 Export Requisitions Search Results to Excel Using a Redwood Page 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

  • If the requisitions are filtered using the available filters or any search criteria, then only the requisitions returned by the filtered search results will be downloaded.
  • You can download up to 10000 records for both requisition headers and lines.

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)

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.

This privilege was available prior to this update.