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The individual catalog items that make up a catalog kit appear on this
screen. Some items may require additional information before they can
be added to the purchase requisition. You can also change the quantities
or delete some items if they are not required items for the kit.
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To display the Confirm Kit Contents screen,
click Add to Cart on a catalog kit in the Add Items screen
while creating a purchase requisition.
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When you add a catalog
kit to a purchase requisition, you must first confirm the catalog
items that make up the contents of the kit.
- Review the catalog items that make up the kit.
- If available, click the Table Options icon, located in the row above the column
headers, to display commands that control
the display of data in the table. For example, you can hide
or show columns of data, group data, or export data to Excel.
- Take an action on a kit item:
- If the item requires additional information or contains an error,
click the warning or error message and specify each field.
- To edit the information for a kit item, click Edit.
- To remove the item from the kit, click Delete. The item
is removed from the requisition and the total price of the kit
is automatically updated.
Note: Items that are required as part of the kit cannot
be deleted. In order to delete a required item, you must delete
the entire kit, therefore every individual item in the kit must
be deleted.
- If you change a quantity, click Update Total to update
the kit total. You cannot edit the quantity of a item that is
required as part of the kit.
- After confirming or editing the kit items:
- If you are completely finished, click OK
to save the changes and return to the previous screen.
- If there are items that require additional
information, but you have not finished filling them out, click
OK once to change the button to Save. Then click
Save to save your changes so you can come back to them
later.
- Click Cancel to return to the previous screen without
saving your changes.
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