How to Create Requisition Notes in Buyer's In-Basket

 

Use the following steps to create requisition notes in the buyer's in-basket:

 

1. Click on the Business tab, click Purchasing, and select Buyer's In-Basket. All the requisitions for the current user will be retrieved and displayed in the grid.

 

Note: The requisitions that require buyer's attention will be displayed in red. Click on the Message hyperlink in the Validation column to view the message.

 

2.

If

Then

The requisition is displayed in the grid

1. Proceed to Step 3.

The requisition is NOT displayed in the grid and to Search by Requisition Number

1. In the Search by section, select the Requisition # radio button.

 

Note: The Buyer radio button (selected by default) will be deselected. The search will be performed in all buyer's in baskets based on user security permissions.

 

2. Enter the Requisition #.

 

Note: Only part of the requisition number may be entered. The search may return multiple requisitions.

 

3. If applicable, click on the Custom Filter drop-down menu to select an option to refine the search.

 

4. Click on the Search button. All requisitions that the search parameters will be retrieved and displayed in the grid.

 

5. Proceed to Step 3.

The requisition is NOT displayed in the grid and to Access Another Buyer's In-Basket

1. In the Search by section, click on the Buyer drop down list and select a buyer.

 

2. If applicable, click on the Custom Filter drop-down menu to select an option to refine the search.

 

3. Click on the Search button. All requisitions that the search parameters will be retrieved and displayed in the grid.

 

4. Proceed to Step 3.

 

3. Click on the Action drop-down menu beside the corresponding requisition and select Create Note.

 

 

4. If applicable, in the Requisition Create Note dialog box, click on the Note Type drop-down menu to select an option.

 

Note: The Adhoc note type will be selected by default.

 

 

5. Enter a note in the Note field.

 

Note: A note can be added for each note type selected.

 

6. Click on the Save button to create the note or click on the Cancel button to return to the Buyer's In-Basket screen without saving the note.

 

Note: Refer to How to View PO Notes to view all notes added for a requisition.

 

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