Set Up Default Views​

​Introduction

On the Administration, Agency screen, you can set up the default view that is displayed when the Requisitions, the Purchase Orders, or the Receiving screen (or "Tab") is opened. When you make a change, users must log off Statewide Accounting Applications, and then log in to see the change.

Figure 1 - Agency screen

agency screen with requisition tab, purchase order tab, and receiving tab settings highlighted 

Set Up the Requisitions screen

You can choose to whether the Status tab (and a specific Status) or the Requisition (New Req) tab is displayed when users click Requisitions from the Purchasing main menu.

To Display the Status tab

1. Under Requisitions Tab, select Status.

2. Click the drop down menu to select the status to be displayed.

  • Active or recently received
  • All requisitions

3. Click Update.

Figure 2 - Requisitions, Status

requisition tab with the status radio button highlighted and a requisitons screen shown 

To Display the Requisition tab

 1. Under Requisition Tab, select New Req. A new Requisition screen will be displayed so that users can immediately begin creating a requisition.

2. Click Update.

Figure 3 - Requisitions, New Req
 requisition tab with the new reqquisition radio button highlighted and a requisitons screen shown

Set Up the Purchase Order Screen

You can choose whether the PO Status tab, the Req Status tab, or the PO tab is displayed when users click Purchase Orders from the Purchasing main menu.

To Display the PO Status tab

1. Select PO Status.

2. Click the drop down menu to select the status to be displayed.

  • Active or recently received
  • All Purchase Orders

3. Click Update.

Figure 4 - PO Status

purchase order tab with the PO status radio button highlighted and the PO status screen shown 

To Display the Req Status tab

1. Select Req Status.

2. Click the drop down menu to select the status to be displayed.

  • Active or recently received
  • All Requisitions
  • Ready for Purchasing

3. Click Update.

Figure 5 - Req Status

purchase order tab with the requisition status radio button highlighted and the purchase order requisition status screen shown 

To Display the PO tab

1. Select New PO to display the PO tab when users click Purchase Orders from the Purchasing main menu.

2. Click Update.

Figure 6 - PO tab

purchase order tab with the new purchase order radio button highlighted and a purchase order screen shown 

Set Up the Receiving screen

Under Receiving Tab, Status is the only available selection; however, you can set up which status is displayed when users click Receiving from the Purchasing main menu.

1. Click the drop down menu to select the status to be displayed.

  • Active or recently received
  • All Purchase Orders

2. Click Update.

Figure 7 - Receiving screen

receiving tab with the status radio button highlighted and the receiving status screen shown