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.

 

• 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.

 

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

 

1. Input your username and password and select Sign In to access your Oracle account.

 

2. Navigate and select the Procurement module.
3. Select Purchase Requisitions (New).

 

4. Select Preferences.

 

5. Update Requester if needed. Add a Deliver-to Location.
6. If applicable, enter a Project Number. If you do not want to add POET(AF) information, skip to step 8.

 

7. Once a Project Number is entered, the other segments are available to enter a value.

Note: Only one POET(AF) can be added to Preferences. If you want to remove a POET(AF), from either preferences or from a requisition, highlight the value, select the backspace key, then select the enter key.

 

8. Select the “+” icon to add a Charge Account.

 

9. Add the Charge Account Nickname.
10. Type in each segment of the COA. You can search for a segment either by the numerical value or the description.

 

11. Select the Checkbox to Set as Primary. One COA in the preferences must be set as primary.
12. Select Add.

 

13. If needed, select the “+” icon to add another COA.
14. Select any of the checkboxes to change the Display Settings.
15. Select Update.

 

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