Adding or modifying a picklist

  1. Select Indirect Spend > Picklists. The Picklist list page is displayed.
  2. Click Add. The Picklist details page is displayed.
    Note: You can modify an existing picklist using the View icon displayed on the Picklist list page.
  3. Specify this information in the Picklist Details section:
    Picklist Title
    The title of the picklist.
    Owner Type
    The type of owner who can access the picklist. Possible values:
    • Private: Indicates that the picklist is displayed only for the specific user.
    • Public - Company: Indicates that the picklist is displayed for users in the selected company.
    • Public - Facility: Indicates that the picklist is displayed only for users in the selected facility.
    • User Group: Indicates that the picklist is displayed for users in the specified user group. You can specify the user group on the Define User Groups page.
    Owner
    The name of the user who can access the picklist.
    Note: This value is displayed based on the selected Owner Type.
    Create Date
    The date on which the picklist is created.
    Active
    Select this check box to indicate that the picklist is active.
  4. Click the Add line option in the picklist lines section. A picklist line is added wherein you can specify the information related to the items that can be added to the picklist title.
    Note: You can upload attachments related to the buyer, using the Manage Attachments option. A window is displayed wherein you can select the required files that must be uploaded for the picklist line item.
  5. Click Save.
    Note: 
    • You can select the check box corresponding to the Part IDs and use the Add to Cart option to add required line items to the shopping cart.
    • You can use the Zero all option to update the part quantity to zero.