How do I use iProcurement preferences?
What is the difference between iProcurement and general preferences?
What are Shopping Preferences?
How do I Create Multiple Favorite Lists?
What is Favorite Charge Accounts?
What is Notification Management ?
What is the relationship between Requester and Deliver-to Location?
How do I maintain one-time addresses?
How do I use iProcurement preferences?
Click the "Preferences" link at the top of any page to set your preferences. Preferences automatically complete specific information on various checkout pages. Preferences expedite shopping and save time.
To use these preferences, make your selections and click Apply. Some changes may not take effect until your next login.
What is the difference between iProcurement and general preferences?
General preferences can apply to other applications that you access, not just Oracle iProcurement. For more information, click the online Help on the general preferences page.
What are Shopping Preferences?
My Favorite Store: The store you select appears as the default store in the menu next to the Search field on the shopping pages.
Search Results Per Page: Your entry here determines how many requisitions you see on the Receiving and Requisitions pages.
Shopping Search Results Per Page: Your entry here determines how many items appear for each catalog on the Search Results page before you click "Next."
Sort Shopping Search Results By Select a search attribute (descriptor) that you would prefer to see your search results sorted by. In addition, you can select whether your results are sorted by that attribute in Ascending or Descending order.
Shopping Search Results Layout: Select either Grid View or Paragraph view for your search results. Grid view presents the results in a tabular row format like a spreadsheet. Paragraph view presents the results with all the item information grouped together in a style similar to a printed catalog. If you select Paragraph view and you do not want small, thumbnail images of items and of catalogs to appear on the Search Results pages, choose to hide them. (You can click "Show Images" on a particular Search Results page if you change your mind.)
Frequently Ordered Items/Services: Use this section to enter the details of the frequency of ordered items and services
Restrict Frequently Ordered List By: Enter the value on how you want to restrict the list. For example 1 year.
Restrict Number of items in Frequently Ordered List: Enter the number of items.
Manually Update Requisition Line Numbers: Your entry determines if you can edit the requisition line numbers on the Edit and Submit Requisition page. The default preference option is No.
How do I Create Multiple Favorite Lists?
In the Favorites region of the iProcurement Preferences page, click Add Another Row. Enter a name for your new favorite list and click Apply. If you want this list to be your default, select it and click Set as Primary.
Your lists are displayed in the Select List drop down. You can move items from one favorite list to another by selecting the item in your search results and clicking Move.
Note: If you search an item in English and add it to favorites, in the favorites list you only find the English instance, even if the item is translated to multiple languages.
Non-Catalog Request Offset: Number of days after the non-catalog requisiton date that you want your need-by date to default to. You can change the need-by date during check out.
Catalog Offset: Number of days after the catalog requisition date that you want your need-by date to default to. You can change the need-by date during check out.
Punchout Offset: Number of days after the punchout requisition date that you want your need-by date to default to. You can change the need-by date during check out.
Need-By Time: Default time that you want to use for your need-by date. (For example, you usually need the items by 12:00 on the need-by date. You can change the time during checkout.)
Requester: Name of the person who is placing the order. If you are responsible for placing orders for others in your organization, then you can change the name.
Deliver-To Location: The physical location to which the delivery is made. If you need to regularly ship to a different location, then update the location. Unless the system was configured to disallow it, you can also change this location during checkout.
Subinventory: If your orders are going to be delivered to a subinventory at the deliver-to location, then select the Deliver to a subinventory check box and identify the Subinventory.
Notify me with status updates for my Purchase Order: If you select the check box, then the requester receives a notification when a purchase order is created or approved. The profile option POR: Notify Requester on Order Creation and Approval determines the default value of this check box in the Preferences page. The default value of the Preferences page cascades to the requisition pages.
Project Number: If your organization uses Oracle Projects and your purchases normally belong to a specific project, enter that number here.
Task Number: If your organization uses Oracle Projects and your purchases normally belong to a specific task, enter that number here.
Award Number: If your organization uses Oracle Grants and your purchases normally belong to a specific award, enter that number here.
Expenditure Type: If your organization uses Oracle Grants and your purchases normally belong to a specific expenditure type, enter that number here.
Expenditure Org: If your organization uses Oracle Grants and your purchases normally belong to a specific organization, enter that number here.
Expenditure Item Date Offset: If your organization uses Oracle Grants and your purchases normally belong to a specific item date, enter that number here. This is the number of days after the order date that you want your expenditure item date in the Billing details to default to during checkout.
What are Favorite Charge Accounts?
Charge accounts are the General Ledger accounts to which a purchase will be charged. Normally a purchase is charged to the account associated with your employee record. If you commonly order things which should be charged to other accounts, you can set them up in this section and give them an easy-to-remember nickname. You can also select the account that you want to use by default during checkout.
You can choose a Favorite Charge Account to override your default charge account, using the iProcurement Preferences page. If you select the Override Employee Charge Account check box, then the application automatically overrides the Employee Charge Account with the Primary Favorite Charge Account. If the Primary Favorite Charge Account is not specified, then the application will not perform the override.
What is Notification Management?
Click the Notify me with status updates for my Purchase Order checkbox in order to select whether the requester is notified when a requisition is converted into a purchase order document and / or approved.
You cannot modify the value of the checkbox when the requisition approval is in progress. However this checkbox may be edited when the requisition during draft or edit stages. Additionally, when a purchase order is created from the requisition, or approved, the checkbox can be updated.
The value of the profile option POR: Notify Requestor On Order Creation And Approval determines the value of this checkbox in the iProcurement Preferencespage. The value of the Preferences page cascades to the requisition pages. If the value of the profile option is set to Yes, the checkbox is selected by default. Otherwise the checkbox is not selected by default.
Access the general preferences.
What is the relationship between Requester and Deliver-to Location?
The location linked to the requester defaults to the Deliver-to Location field when a new requester is chosen. This is derived from the preferences setting for the requester. Modifying the requester during any of the checkout processes may result in a new Deliver-to Location. If allowed by your administrator's setup of the system, you can modify the Deliver-to Location from either the list of values or manually.
How do I maintain one-time addresses?
The Preferences page has a One Time Address region, that displays all the entered one-time addresses. Using this region, you can add, and delete one-time addresses. Simply click on the relevant Add, or Delete buttons after selecting one or more one-time addresses. You can update the one-time address field and the Aliad field.
How do I reassign my notifications while away from the office?
What is the difference between Reassign and Vacation Rules?
What are Vacation Rules and Worklist Access?
Below the Requisitions tab, click Notifications. View To Do Notifications. These notifications specify that a document requires your approval, a requisition has been rejected or approved, or you should confirm that a requisition was received.
How do I reassign my notifications while away from the office?
Below the Requisitions tab, click Notifications. Click "Vacation Rules." Enter a start date and end date along with the notification recipient.
What is the difference between Reassign and Vacation Rules?
Reassign enables you to select one or more notifications to reassign to someone else. (See the online Help on the opened notification for more information.) Vacation rules assign all of your notifications during an extended time frame that you define.
What are Vacation Rules and Worklist Access?
Use vacation rules to reassign your notifications temporarily to someone else.
Use the work list access to allow someone else access to your notifications. The system records that person as the actor. Likewise, if someone gives you access to his or her work list, then you can click Switch User to view and act upon that person's notifications.
Purchasing policies vary by company or by organization within a company. The Purchasing administrator for your organization should replace this page with a page detailing the purchasing policies for your company or organization.
Contacting the Purchasing Department
This is a placeholder. Create a file detailing the procedure for contacting your Purchasing Department and replace this file.
This is a placeholder. Create a file detailing the procedure for contacting your technical support group and replace this file.