Setting Up Your Requisition Preferences in Oracle

Purpose

This reference guide is intended for Entity Financial Manager Approval Group, Procurement Requester – General, Project Manager, and Organization Financial Manager Approval Group to set default user preferences for Shipping and Delivery to location, Project Account (POETAF), and Chart of Accounts (COA).

Deliver-to Location and Charge Account information must be set up as preferences, prior to initiating a requisition.

Terminology

· Requisition Preferences: Used to set up default deliver-to and accounting information (COA or POETAF) that must be set up prior to a user submitting their first requisition.

· Purchase Requisition: A request to order goods or services from a supplier.

Set Requisition Preferences Video

Watch this video to see how to set your Requisition Preferences. Then review the steps below.

Steps

1. Select Company Single Sign-On to access your Oracle account.

 

2. Navigate and select the Procurement module.

3. Select Purchase Requisitions (New).

 

4. Select Preferences.

 

5. Type the final destination address in the Deliver-to Location box. A dropdown menu will appear, select the address from the dropdown menu.

Note: It cannot be "Default Location." 

 

6. If applicable, enter a Project Number.

7. Select the "+" icon to add a Charge Account (COA).

 

8. Add the Charge Account Nickname.

9. Type the Chart of Accounts (COA) string in the textbox provided.

Note: If you select the search box to enter your COA string and get a search result of "No matches found" select cancel and enter the COA string in the textbox provided.

10. Select the Set as primary Checkbox.

11. Select Add.

 

12. If needed, select the "+" icon to add another Charge Account.

13. When all information has been added, select Update.

 

You have now completed the process of setting up your requisition preferences.