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Administrator Guide
Last Updated: 2023-06-23
Create Requisition Worktag and Split Allocation Templates

Create Requisition Worktag and Split Allocation Templates

  • Select
    Enable Requisition Line 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.
  • Use the
    Requisition Worktag Templates
     report to view and edit the worktag templates.