1. Using Procurement
  2. How You Set Your Preferences to Enable Requisition Creation

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 login to the application. Any error, such as a required setting that has no value, causes the preferences window to be displayed. Use the Edit button on the preferences window to edit your preferences. Requisition preferences errors must be fixed before you can create requisitions.

Set your preferences on the Requisitions page. From the Navigator, select Purchase Requisitions (New)>Preferences.

On the Preferences page you configure:

  • Your default requisitioning BU.

  • Delivery defaults.

  • Billing defaults.

  • Project Costing defaults.

  • 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 Delivery

Set these values in the 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 the Expense destination type.

  • Destination Type: Specify the default destination type, Expense or Inventory. 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 Costing subsection to set default project settings.

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

Charge Accounts include these fields:

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

  • Charge To: Specify account number.

Add a new charge account using the + icon to the list of previously saved accounts by clicking Add. From the overflow menu of the charge accounts list, you can perform these actions:
  • Click Edit to edit the account.
  • Click Delete to delete the account.
  • Click Set as Primary to set it as your primary account.