Problem
How do I search for a Requisition or PO?
Solution
Search Documents to find Requisitions or POs
- Documents -> Documents -> Search Documents
- If you are in Simple Search (only 3 fields to search by) click the Advanced Search Link in the Go to: section below the search fields
- Change the Search box to All Documents
- There are the optimal ways to search for Requisitions/POs
- By User (including yourself)
- enter your name in the Prepared By field
- By a specific number
- Enter the Requisition or PO number in the Document Number field
- By the payee/vendor/supplier name
- Enter the payee/vendor/supplier name in the Supplier field
- Click Search
- If there is a Requisition or PO it will be displayed here
- A spinning icon next to the number means it is pending
- A green check-mark means it is completed
- A red X means it is returned/rejected
- Click on the requisition number to view more information
- If there is a Contract associated with this requisition
- On the Requisition Summary tab, scroll to the Supplier/Line Items section
- In the Boxed area on the right side, the linked Contract Number will be displayed
- To view the approval workflow, click the PR Approvals tab
- You can also click on the comments tab to view any system or user added comments to this requisition or PO