Aggie Enterprise Requisition Item and Billing Line Functionality

Updated: 8/1/23

Description

On the Requisition, both the Line Item and Billing Line sections offer additional functionality that allow a user to edit, delete, or copy an existing line. 

Intended Audience

The primary audience for this guide is departmental purchasing staff.

Applicable Oracle Roles

UCD Purchasing Requisition Entry JR

Navigation Path

Log in to Aggie Enterprise > Procurement > Purchase Requisition 

Actions (only available on Requisition Lines section)

  • Duplicate:  Copies the line to create a new one.  This can be helpful for quickly creating a new line item.
  • Edit:  Allows for edits to the existing line item.  Note: Editing a line item from a punchout catalog is not possible. The best practice is to delete the line item, and then go back to the punchout catalog to complete the process.  This ensures that the item(s) are still available in that catalog.
  • Delete:  Deletes the highlighted line.

View (both Requisition Lines and Billing sections)

  • About this Record: Displays the user who created the line and when (date and time).
  • Columns: Identify the fields the user wants displayed or not displayed.
  • Freeze: This option is not available.
  • Detach: Click this option to see the line in a pop-out screen.
  • Sort: This option is not available.
  • Reorder Columns: Allows user to change the order of fields on the line item.

Format (both Requisition Lines and Billing sections)

Options are not currently available.

Other Options Available Only in Requisition Lines section

  • Stack of Paper Icon: Create a new line item with the same content as the existing one.
  • Pencil Icon:  Edit the highlighted line item.
  • X Icon: Delete the line item.
  • Edit Multiple Lines: Edit multiple line items at one time.  User must highlight more than one line item to use this feature.

Other Options Available Only in Billing section

Split Account Icon: Allows user to enter additional billing line(s) to purchase the line item.  There is no limit to the number of billing lines that can be added to a Requisition.  When entering more than one billing line, a percentage (%) must be added to each line, with a total of 100% for all of the billing lines associated with that item line.

NOTE: Freeze and Wrap options are currently not available in the Line Item and Billing sections.