Understanding Service Requester Defaults

This topic discusses how to define service requester defaults.

Use the Service Requester Defaults page to simplify the requisition and work order data entry process for requesters. When you define service requester default values, requesters can use those values when creating multiple requisitions and work orders. This streamlines data entry for each requester, because default information appears on requisitions and work orders automatically. You can then authorize established purchasing users to enter and process requisitions for all or specific requesters.

Service requester default values include, but are not limited to the following fields:

  • Service Type

  • Service (Project Role)

  • Service Coordinator/Team

  • Allow Time/Expense Overage %

  • Alerts Notification Method

  • Work Order Alerts

In addition, the following values are defaulted from the requesters Procurement User Preferences

  • Location

  • Ship To