What we are trying to achieve
We buy software licenses through purchase requisitions. The requester chooses a procurement category and we need the requester to record a few structured values per requisition line at the moment they raise the request:
- license start date
- license end date
- whether the license auto-renews
- notice period in days before non-renewal
What we configured
Questionnaire module (Questionnaire > Setup / Design)
1. Question type — the Question types table was empty, so we created one.
2. Questionnaire type — same, the Questionnaire types table was empty, so we created one.
3. Answer groups — one Yes/No group and one multiple-choice group, each with answers.
4. Questions — five questions: two with input type Date, one Integer, two Combo box linked to the answer groups.
5. Questionnaire — created, all five questions attached in sequence, Active = Yes. Validate returns "No errors detected".
Procurement category (Procurement and sourcing > Procurement categories)
6. On the software category, Questionnaires FastTab > Add > selected our questionnaire, and set Activity type = Requisition. "Inherit questionnaires from parent category" = No.
Purchasing policy (Procurement and sourcing > Setup > Policies > Purchasing policies)
7. In the policy whose Policy organizations match the requester's operating unit, Policy rules > Category policy rule > added the software category to Category policy data and ticked Show questionnaires? = Yes. The rule is currently effective (effective date in the past, expiration 31/12/2154).
What happens
Nothing. We create a new purchase requisition, add a line, select the software category, complete the line so that it saves (quantity, unit, unit price — line number is assigned, so the line is committed).
- No questionnaire dialog appears when the category is selected.
- Line details > Questionnaire is empty.
- Complete questionnaire and View answers are both greyed out.
There is no error, no warning and no message.
Simplified reproduction
To rule out anything specific to our five-question design, we built a second questionnaire with a single question of input type Text, activated it, attached it to the same category with Activity type = Requisition, and created another new requisition line. Identical result — nothing appears.
Any ideas why it doesn't work?
