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Administrator Guide
Last Updated: 2024-03-08
Create Requisition Worktag and Split Allocation Templates

Create Requisition Worktag and Split Allocation Templates

  • Select
    Enable Requisition Defaults
     check box on the
    Edit Company Procurement Options
     task for the company.
  • Security:
    Process: Requisition - Create/Edit
     and
    Self-Service: Requisition Template
     domains in the Procurement functional area.
Create templates with personal worktags or commonly used split allocation percentages.
  1. Access the
    Create Requisition Worktags Template
     task.
  2. Select to create a worktags template or a split allocations template.
  • Use the template during checkout in the
    Create Requisition
     task.
    If you opt into the
    Requisitions Experience Unification
     feature from the
    Maintain Feature Opt-Ins
     report, we direct you from the
    Create Requisition
     task to the
    Requisitions
     worklet for a more streamlined requisitioning process. See Create Requisitions in the Requisitions Worklet.
  • Use the
    Requisition Worktag Templates
     report to view and edit the worktag templates.