Purpose
There are instances where the BuySite Profile requires additional information. Setting these profile settings can reduce order errors and allows for the proper routing of deliveries and invoices. This document outlines the steps on how to update the BuySite Profile.
Vocabulary
· Bill To Address – University Address where the supplier should send invoice for payment
· FAS Account Number - A financial entity established to record transactions for a particular purpose or function
· Ship To Address – University Address where the purchase should be delivered
Accessing User Profile
1. In the top right corner of BuySite, click on the down arrow next to your name
2. Click View My Profile
3. Profile options will appear on the left side of your screen
Updating Accounting Codes
4. Click the down arrow next to Default User Settings
5. Click Custom Field and Accounting Code Defaults
6. Click on the tab that read Codes
7. Click Edit next to FAS Acct (6 digits, no hyphen)
8. Click Create New Value
9. In the textbox next to Value type in a FAS Account Number
10. Click Search
11. Check the box next to the FAS Account Number
12. Click Add Values
13. If applicable - To set the FAS Account Number as a default account click the FAS Account Number under the Value Column
14. Check the box next to Default
15. Click Save
Note: Follow steps 8-12 to add additional FAS Account Numbers
Setting Default Address
16. Click the arrow next to Default User Settings
17. Click Default Address
Ship To Address:
18. Click the Ship To tab
19. Click Select Addresses for Profile
20. In the textbox next to Nickname / Address type the University Address you are located in
21. Click Search
22. Click the radio button next to your University Address
23. In the textboxes provide type the following information:
a. Department – Name of your Department
b. FacX/Room – Room Number/Floor Number/Drop-off Facility
c. Attention – Your Name
24. Click Save
30. Click Save
Notification Settings
31. See Setting Notifications job aid