Search purchase agreement lines while viewing or editing purchase agreements and change orders

Redwood Platform

Search purchase agreement lines using a new user experience when viewing or editing purchase agreements or their change orders. You can use keyword search and filters to quickly find matching lines in large purchase agreements, helping you locate information more efficiently.

These keywords and filters are available to find matching records: 

Attribute Keyword Filter
Line Number   Yes
Item Yes  
Description Yes  
Category Yes  
Supplier Item Yes  
Status   Yes
Start Date   Yes
Expiration Date   Yes
Manufacturer Part Number Yes  

Search on Edit Purchase Agreement

Search on Edit Purchase Agreement

Search on View Purchase Agreement

Search on View Purchase Agreement

Search on Purchase Agreement Change Order

Search on Purchase Agreement Change Order

Steps to enable and configure

You don't need to do anything to enable this feature.

Tips and considerations

  • The Status filter is available only when viewing purchase agreements and purchase agreement change orders.
  • Line search includes unsaved lines in purchase agreements and their change orders.
  • The Start Date filter is available only when the Specify a Start Date for Blanket Purchase Agreement Lines feature is enabled.

Key resources

Access requirements

No specific privileges are needed to search when editing a purchase agreement or its change order.