How You Set Your Preferences to Enable Requisition Creation

User requisition preferences specify default information for requisition creation.

Your user preferences are validated when you search, browse, create a noncatalog request, or perform any action that initiates the creation of a requisition. An error, such as a required setting that has no value, causes the preferences window to be displayed. Use the View errors link on the preferences window to see error details. Requisition preferences errors must be fixed before you can create requisitions.

Set your preferences on the Requisitions page. From the Navigator, select Purchase Requisitions > More Tasks > Update Requisition Preferences.

On the Edit Requisition Preferences page you configure:

• Your default requisitioning BU.

• Shipping and delivery defaults.

• Billing defaults.

• Projects defaults.

• Favorite charge accounts.

How You Set Defaults for Requisitioning BU

You must select the Requisitioning Business Unit to which your preferences will apply. Select your BU from the Requisitioning BU drop-down list.

How You Set Defaults for Shipping and Delivery

Set the following values in the Shipping and Delivery section:

• Requester: Select the default requester for requisition creation.

• Deliver-to Location: Select a default deliver-to location for requisition lines. Based on your selection on the Requisition page, the application will show only those deliver-to locations that are enabled for the deliver-to organization. It won't show all the deliver-to locations enabled for the requisitioning BU.

  Note: You can configure one-time address for Expense and Work Order destination types.

• Destination Type: Specify the default destination type, Expense, Inventory, or Work Order. If you select Inventory, you can optionally select a default subinventory.

• Subinventory: You can select a default subinventory if the Destination Type is set to Inventory.

How You Set Defaults for Billing

Use the Projects subsection to set default project settings.

Use the Favorite Charge Accounts subsection to set default accounts for requisition billing.

Favorite Charge Accounts include the following fields:

• Nickname: Specify a nickname for each charge account number.

• Charge Account: Specify account number.

Add a new favorite charge account to the list of previously saved accounts by clicking Create. Click Delete in the account row to delete the account. Click Set as Primary in an account row to set it as your primary account.