Découverte de l'administration de l'entreprise
Gestion des files d'attente des gestionnaires
Gestion du tableau de bord CF
Présentation des outils de l'entreprise
Gestion des types de frais et des codes comptables
Créer des règles de contrôle
Personnalisation du traitement des captures
Gestion de la configuration du délégué
Configurer les e-mails de rappel
Configuration de la gestion des listes
Gestion des workflows
Gestion de la configuration de la gamme
Configurer un bon de commande
Présentation des paramètres administratifs partagés
Gestion des options spécifiques des demandes d'achat et des factures
Création d'utilisateurs test
Gestion des paramètres Cognos
Gestion de la documentation de formation

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.