Display Charge Accounts in the Table View of the Shopping Cart

Display charge accounts in the table view of the shopping cart in the Redwood Self Service Procurement application. Before this release, you could view charge accounts only in the list view of the shopping cart. 

Here's a view of how this is displayed in the cart:

Display Charge Account in Shopping Cart

Display Charge Account in the Shopping Cart

The 'Charge To' column is available in the column selector of the table view. It isn't displayed by default. You can add it based on your requirement. Use Extensibility to make this visible by default if that is your requirement.

Use Extensibility to make Charge Account Visible by Default

Use Extensibility to Make Charge Account Visible by Default

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 Display Charge Accounts in the Table View of the Shopping Cart 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

  • If you want to use the Extensibility feature to make the Charge To attribute always visible by default, you must first display it using the column selector.
  • After duplicating a line in the shopping cart, the charge account will become visible after you drill down to the line details and return.

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.