Descubrir la administración de la empresa
Gestión de las colas del procesador
Actualización del dashboard de acreedores
Introducción a las herramientas de la empresa
Actualización de tipos de gastos y códigos de cuenta
Creación de reglas de auditoría
Personalización del procesamiento de capturas
Actualización de la configuración de delegado
Configuración de avisos por correo electrónico
Configuración de la gestión de listas
Actualización de workflows
Actualización de la configuración de la hoja de ruta
Configuración del pedido de compra
Introducción a las opciones administrativas compartidas
Actualización de la configuración específica de la factura y la solicitud de compra
Creación de usuarios de prueba
Actualización de la configuración de Cognos
Actualización de la documentación de formación

Maintaining Purchase Request Processor Preferences

Objective

After completing this lesson, you will be able to manage purchase request queue preferences.

Purchase Request Processor Queue Preferences Overview

With the Purchase Request Processor role, you can arrange the column view to include and exclude fields and arrange the sequence in the order you want.

You can access purchase request preferences by navigating to Home > Requests > Purchase Requests > Process Purchase Requests > Preferences.

Screenshot of a Preferences settings window. On the left side, under General Preferences, the default view is set to Requests Ready For Processing. Below, under Purchase Request Navigation, there are two radio options: Return to List is selected, and Open Next Purchase Request in List is not selected. On the right side is a Column Label list with checkboxes to show or hide various columns such as Request No, Requestor, Description, Purchase Order(s), Approval Status, Submit Date, Total, and more. Some columns are checked to show, others are not. At the bottom are blue Save and white Cancel buttons.

Manage Purchase Request Processor Queue Preferences

To add, delete, and re-arrange columns:

Steps

  1. On the Process Purchase Requests page, select Preferences.

    Screenshot of SAP Concur’s “Requests Pending Processor Review” page with a highlighted “Preferences” button and an open Preferences window. The window shows options for setting default views, navigation after actions, and checkboxes to show or hide columns in the requests list. Multiple purchase requests and related details are visible in the background.
  2. Select or clear the check boxes next to those fields you want to add or remove, and then select Save.

    Screenshot of SAP Concur’s “Requests Pending Processor Review” page with the Preferences window open. The options “Policy Name” and “Workflow Name” are highlighted and checked in the column list, and the “Save” button is also highlighted at the bottom of the window.
  3. To rearrange the columns, a simple drag-and-drop action lets you grab the column heading and then move it to a new location in the list view.