Search and add charge account combinations when editing requisitions and purchase orders

Redwood PlatformIdea Lab

Search and add new charge account combinations when editing requisitions and purchase orders. Before this update, you could only add existing combinations from the Search page. 

On requisitions, you can search and add charge accounts on the following pages:

  • Preferences
  • Edit requisition line > Billing details
  • Enter requisition line
  • Edit requisition summary
  • Edit multiple lines

In previous updates, you could add new charge account combinations directly within the field.

Enter a New Charge Account Combination Directly in the Search Field

Enter a new charge account combination directly in the Search field

With this update, you can add a new charge account combination using the Search for combination dialog. You can search for the required combination of charge account segments using the account value or description. If a combination doesn't exist, you will be asked to create a new charge account combination.

Create and Use a New Charge Account Combination

Create and use a new charge account combination

After you create the new combination, it appears in the search results. You can click Apply to continue.

Apply to Create Combination and Continue

Apply to create combination and continue

In addition to requisitions, you can also search for and add charge accounts while editing a purchase order or its change order.


Create Charge Account When Editing Purchase Order

Click the link to create charge account combination when editing a purchase order

Click Apply to Enter Newly Created Charge Account Combination on Purchase Order

Click Apply to enter newly created charge account combination on the purchase order

Steps to enable and configure

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

Tips and considerations

  • After you click the link to create the new combination, it can take a few seconds to create the combination. Wait until the combination appears, then click Apply.
  • You can also view the combination details before you apply the newly created combination.

Key resources