Purpose: To link a task list to a category in supply chain.
Scenario: You want to make sure a category is linked to a tasklist in Supply Chain so that when creating a Purchase Requisition a task is sent to the right tasklist.
Follow the steps on how to do so:
1. Log in to Supply Chain.
2. Click on the hamburger menu in the top left corner to view the navigation menu.
3. Click on "Categories" to access the categories.
4. Click on the "+" to create a new category.
5. In the Edit Category page, fill in the category details.
6. Be sure to specify the Purchase Requisition Tasklist to link the category correctly. Click “Save” to confirm the information.
7. The Assets category has now been linked to the Purchase Requisition Tasklist .
8. To confirm the link was successful, create a new purchase requisition. Click the hamburger icon in the top-left corner to open the navigation menu
9. Select "Purchase Requisitions" from the list of options.
10. Click the "+" to create a new purchase requisition.
11. In the New Purchase Requisition, select the "Info and Justification" option to edit.
12. Enter the relevant information in the fields provided. Be sure to select the Category that links to the newly created one. Click ‘Save’ to complete the process.
13. After saving, the system will display “Created.” A green indicator will appear in the Info and Justification sections, along with a green tick to confirm that the information is correct and the category is successfully linked to the Purchase Requisition Tasklist.