Assign Suggested Buyer on Smart Forms and Noncatalog Requests

You can now assign a suggested buyer when creating a requisition using smart form or noncatalog requests. This is already available in other pages in the Redwood Self Service Procurement application, such as Enter Requisition Line and Edit Line Details pages.

For a smart form, the list of values displayed will be based on the procurement BU associated with the smart form. For noncatalog requests, the list of buyers will be based either on the supplier site (if one is available on the noncatalog request) or on the buyers associated with all the procurement BU's that service the requisitioning BU where the noncatalog request is created.

Suggested Buyer LOV Available on a Smart Form

Suggested Buyer LOV Available on a Smart Form

Here is an example of a noncatalog request with the Suggested Buyer field enabled for selection.

Suggested Buyer Available on a Noncatalog Request

Suggested Buyer Available on a Noncatalog Request

These attributes aren't enabled by default. Using extensibility, you can choose to display these fields on one or both of these pages.

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 Assign Suggested Buyer on Smart Form and Noncatalog Requests 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 Redwood 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

  • You can search using either the first or last name of the buyer, as well as the procurement BU or email address. A contains-based search is used to retrieve matching results.
  • For noncatalog requests, if you select a suggested buyer without a supplier site provided and that buyer has access to multiple procurement BUs, you will need to specify a supplier site.

Key Resources

Access Requirements

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

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

NOTE: 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.