>
>
>
When you select Requisitions from the Main Menu, the system displays the Document Lookup screen. Although you may use the Document Lookup screen to search for any type of e-doc, it initially displays fields that are especially helpful in searching for requisitions.
Requisitions Document Lookup screen
Title |
Description |
Type |
To search for requisitions, use the default entry of
APP. To search for another type of e-doc, enter the appropriate type code
or use the lookup
|
Initiator |
To search for requisitions initiated by a particular user, enter the person's username (principal name) or use the lookup |
Document/Notification ID |
To search for a requisition based on its unique document number, enter the number. |
Date Created From |
To search for requisitions created during a particular
period of time, enter the first date in the desired range of dates. You
may also use the calendar icon |
Date Created To |
To search for requisitions created during a particular
period of time, enter the last date in the desired range of dates. You may
also use the calendar icon |
Document Description |
To search for requisitions containing a particular description, enter the description. |
Organization Document Number |
To search for requisitions containing a particular organization document number, enter the number.
|
Requisition # |
To search for a requisition based on its requisition number, enter the appropriate number. |
Vendor # |
To search for requisitions associated with a
particular vendor, enter the appropriate vendor number or use the lookup
|
Requisition Chart Code |
To search for requisitions affecting accounts in a
particular chart, enter the appropriate chart code or use
the lookup |
Requisition Organization Code |
To search for requisitions affecting accounts in a
particular organization, enter the appropriate organization code or use
the lookup |
Requestor Name |
To search for requisitions requested by a particular person, enter the appropriate person's name. |
Delivery Campus |
To search for requisitions associated with a
particular delivery campus, enter the appropriate campus code or use the
lookup |
Delivery To |
To search for requisitions based on the person to whom delivery is to be made, enter the person's name. |
Reference 1 |
To search for requisitions having particular in one of the three Reference fields, enter the appropriate information. |
Reference 2 |
To search for requisitions having particular in one of the three Reference fields, enter the appropriate information. |
Reference 3 |
To search for requisitions having particular in one of the three Reference fields, enter the appropriate information. |
Requisition Status |
To search for requisitions based on their status, select the appropriate status from the list. |
Return Current Documents Only |
To search for requisitions based on whether or not they are current, click Yes, No, or Both. |
Chart Code |
To search for requisitions associated with a
particular chart, select the appropriate chart from the list or use the
lookup |
Account Number |
To search for requisitions based on the account
affected, enter the appropriate account number or use the lookup |
Organization Code |
To search for requisitions based on the organization
affected, enter the appropriate organization code or use the lookup |
Ledger Document Type |
|
Total Amount |
To search for requisitions based on the total amount, enter the amount. |
Search Result Type |
To view the retrieved e-docs in their entirety, click Document Specific Data. To retrieve only the routing status, date created, and route log for these e-docs, click Workflow Data. |
Name this search (optional) |
To save this set of search criteria for later use, enter a name for it. |
In many fields you may use special
characters to search on a partial entry. For information about using special
characters to search, see Data Entry Tips.
For information about using
features and options that are common to all types of custom document searches
and working with the search results, see Performing Custom Document Searches.
After you select a specific requisition from the search results, the system displays it in view-only mode.
For information about the fields
on a requisition, see Document Layout under
Requisition.
More: