Edit Amount for Agreement-Based Lines in Shopping Search Results

You can now edit the amount-based agreement lines directly in the table view of shopping search results in the Redwood Self Service Procurement application. Only those agreement lines that are configured to allow amount updates can be edited using this feature. For eligible lines, the amount will be editable by default. In other cases, the amount will remain read-only.

If a price tolerance is specified for the Amount field and the value you enter falls outside this permitted range, an error message will appear when you navigate out of the Amount field or click on another field in the table. Nonnumeric or negative amounts aren't allowed.

The screenshot shows the Search Results table with editable amounts for agreement lines.

Amout Editable in Table View of Search Results

Amout Editable in Table View of Search Results

For an agreement that doesn't allow amount updates, here is an illustration of the read-only amount in search results:

Amount Read-Only where Agreement Disallows Update

Amount Read-Only Where Agreement Disallows Update

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 Edit Amount for Agreement-Based Lines in Shopping Search Results 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 edit the amount in the transaction currency, prompting a recalculation of the functional amount.
  • If you change the amount on a specific line or lines and then navigate out of the Search Results page, upon return, the value won't be retained. You will need to enter the changes again.
  • You can sort on the Amount column as required.

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.