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

On the Process Purchase Requests page, select Preferences.
Select or clear the check boxes next to those fields you want to add or remove, and then select Save.
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.

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