Redwood: Set Up Purchasing

You can now view and configure these setup pages using the Redwood experience:

  • Procurement Agents
  • Document Styles
  • Change Order Template
  • Procurement Document Numbering 
  • Purchasing Line Types
  • Special Handling Types
  • Hazard Classes
  • UN Numbers

On these pages, you can work faster with the refreshed list view. Apply chip-based filters, change layout, and take inline actions to edit or copy rows.

On the Procurement Agents setup page, you can:

  • Assign agents to one or more procurement business units and grant access to specific procurement actions (for example, Manage Requisitions, Purchase Orders, Purchase Agreements, Negotiations, Catalog Content, Suppliers, Supplier Qualifications, Supplier List Entries, and Analyze Spend).
  • Control access to other agents’ documents per business unit with None, View, or Full permissions.

Procurement Agents

Procurement Agents

On the Document Styles setup page, you can create and manage purchasing document styles to control the look and feel of purchasing documents, enable or disable features, and align naming conventions, including styles for purchase orders, blanket purchase agreements, and contract purchase agreements.

Document Styles

Document Styles

On the Change Order Template setup page, you can specify which attributes are visible in the change order. This applies to purchase order, blanket purchase agreement, and contract purchase agreement.  

Change Order Templates

Change Order Template

On the Procurement Document Numbering setup page, you can assign unique sequences for purchase orders, purchase agreements, requisitions, negotiations, assessments, initiatives, and qualifications.

Procurement Document Numbering

Procurement Document Numbering

On the Purchasing Line Types setup page, you can:

  • Control how lines on requisitions, purchase orders, and purchase agreements behave. 
  • Use predefined line types or define your own. 

Purchasing Line Types

Purchasing Line Types

On the Special Handling Types setup page, you can change a predefined type or create a new one. 

Special Handling Types

Special Handling Types

On the Hazard Classes setup page, you can create classification of hazardous materials for safety regulations compliance. 

Hazard Classes

Hazard Classes

On the UN Numbers setup page, you can define the United Nations identification numbers for hazardous materials. 

UN Numbers

UN Numbers

Steps to enable and configure

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  No Longer Optional From: Update 27A

Note: The feature is enabled by default.

Follow these steps to manage the Purchasing setup pages:

  1. In the Setup and Maintenance work area, search for and select any of the following tasks: Manage Procurement Agents, Manage Document Styles, Manage Change Order Templates, Manage Procurement Document Numbering, Manage Purchasing Line Types, Manage Special Handling Types, Manage Hazard Classes, and Manage UN Numbers.
  2. On the setup page, set your changes.
  3. Click Save or Save and Close. 

Access requirements

Users who are assigned a configured job role that contains this privilege can use the Procurement Agents setup page:

  • Manage Procurement Agent (PO_MANAGE_PRC_AGENT_PRIV)

Users who are assigned a configured job role that contains this privilege can use the Document Styles setup page:

  • Manage Purchasing Document Style (PO_MANAGE_PURCHASING_DOCUMENT_STYLE_PRIV)

Users who are assigned a configured job role that contains this privilege can use the Purchasing Change Order Templates setup page:

  • Manage Purchasing Change Order Template (PO_MANAGE_PO_CHANGE_ORDER_TEMPLATE_PRIV)

Users who are assigned a configured job role that contains this privilege can use the Procurement Document Numbering setup page:

  • Manage Procurement Document Numbering Options (PO_MANAGE_PRC_DOC_NUMBERING_PRIV)

Users who are assigned a configured job role that contains this privilege can use the Purchasing Line Types setup page:

  • Manage Purchasing Line Type (PO_MANAGE_PURCHASING_LINE_TYPE_PRIV)

Users who are assigned a configured job role that contains this privilege can use the Special Handling Types setup page:

  • Manage Special Handling Type (PO_MANAGE_SPECIAL_HANDLING_TYPE_PRIV)

Users who are assigned a configured job role that contains this privilege can use the Hazard Classes setup page:

  • Manage Purchasing Hazard Class (PO_MANAGE_PURCHASING_HAZARD_CLASS_PRIV)

Users who are assigned a configured job role that contains this privilege can use the UN Numbers setup page:

  • Manage Purchasing UN Number (PO_MANAGE_PURCHASING_UN_NUMBER_PRIV)

These privileges were available prior to this update.