How to Create Requisition Notes

Use the following steps to create requisition notes:

1. Click on the Business tab, click Requisition, and select Requisition Management.

2. If applicable, enter the Requisition Number.

3. Click on the Search button.

Note: If necessary, perform an advanced search. Refer to Advanced Search for more information on this section.

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

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

This field allows for the specification of who the note will be addressed to.

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

6. If applicable, enter a note in the Note field.

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

7. Click on the Save button or click on the Cancel button to return to the Requisition Management screen without saving changes.

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