Refine Shopping Search Using Filters

Refine the results from the shopping search using filters in the Redwood Self Service Procurement application. You can filter the search results using additional criteria such as Category, Item Source, Manufacturer, or Supplier.

These filters are available on the following pages:

Shopping Search Results
Sarch Results when using Shop by Category
Viewing Smart Forms

When you use a keyword to return matching results, the filters will display with a matching count of results.

Filters with Counts of Matching Results during Shopping

Filters with Counts of Matching Results During Shopping

You can use the filters to refine your search further. While the filters Category, Supplier and Manufacturer are self explanatory, let's discuss the filter entitled Item Source a bit more. There are 5 sources that available:

Local: Includes master items and agreement lines with or without master items.
Smart form: Includes all smart forms.
External store: Includes punchout catalogs.
External store item: Includes punchout catalog items.
Informational catalog: As shown.

With this filter, if you wanted, for instance, to only view results matching punchout catalogs you can refine the results right away.

You can use these filters on the Smart Forms page to refine the results based on your requirements.

Use Filters to Refine Smart Form Results

You can similarly use this feature in the search results when using the Shop by Category 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

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 Refine Shopping Search Using Filters 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

To provide a consistent user experience, the Item Source column in the table view of shopping search results also use the same labels as the filter values such as Local and External item store.
All suggested filters will contain a default value, which is the value with the highest frequency.
You can search within each of these filters using keywords that will then return appropriate results using a 'Contains' search.

Key Resources

To know how to provide the required privileges to your requesters to use your own configured role instead of the Requisition Self Service User role, refer to the Privileges Required for a Predefined Role for a Requisition Self Service User topic.
For more information on how to enable a guided journey for Redwood pages, refer to the Enable a Guided Journey for Redwood Pages topic.
For information about using Oracle Visual Builder Studio to extend your Redwood application pages, see Oracle Fusion Cloud HCM and SCM: Extending Redwood Applications for HCM and SCM Using Visual Builder Studio.

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.