Create Work Lists

1. Click Advanced Search on the Orders, Transactions, or Invoices page. The Advanced Search dialog box opens. An example of the Orders page follows.

   

2. Define your search criteria.
3. Select IDN - Select All Facilities to include all buyer facilities in the search.

Tip: This setting persists across sessions. Therefore, this option will still be selected the next time you log in.

4. Select Supplier - Root to include all supplier divisions in the search.
5. Click the Save this search as a Work List checkbox. A name field and available options display.

   

6. Type a descriptive name in the NAME field.

   Tip: Including the search criteria in the name makes it easier for users to select the most relevant work list in the future. But do not use a slash / character in the work list name.

7. Select an availability option.
   Options are:

   • Private – You are the only user who will see this work list
   • Public – The work list will be available to all users at your organization and will be labeled Public

   

8. Click Save as Work List. The system saves the work list and displays a message.

   

9. Click the Go to Work List button to open the work list.

   Tip: To create a similar work list, save time by clicking Create a copy, editing the settings, typing a new name, and saving.

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