Manually Assign FS User Preferences

Set Up Requester process must be complete before Set Up Approver.  Both processes are included in this document.

Setting Up Requester

Purpose:  Use this document to set up requester and approver for purchasing.

Audience:  Finance

A requester set up is completed in Fiance.

In this article, the roles used are examples of roles that are eligible to have route control set up on - they are not exclusive roles.

Navigation:  Main Menu > Set Up Financials/Supply Chain > Product Related > Procurement Options > Purchasing > Requester Set Up

  1. Search for the User ID that will be set up.
  2. If User ID is unknown, click on Add a New Value tab.
  3. Enter User ID and click Add.
Find an Existing Value tab
  1. Fill in the fields with information relevant to the user.
  2. Click Save.
Requester Setup page

Navigation:  Main Menu > People Tools > Security > User Profiles > User Profiles

  1. Enter the User ID.
  2. Click Search.
  3. On the next page, Click the Roles tab.
  4. Find the role name CTC_AP_MANAGER (if unable to locate, it can be added).
  5. Click on Route Control link.
Roles tab
  1. Click the look up icon (magnifying glass).
  2. Under Route Control Profile, click on item that relates to user/institution.
  3. Click OK.
  4. Follow the same process for the CTC_AP_SPECIALIST.
User Route Control Profiles
Setting Up Approver

Navigation:  Main Menu > Set Up Financials/Supply Chain > Common Definitions > User Preferences > Define User Preferences

  1. Enter the User ID.
  2. Click Search.
Find an Existing Value tab
  1. Click on the Overall Preference link.
User Preferences
  1. Enter information into:
    • Business Unit
    • SetID
    • As of Date
  2. Click Save.
  3. Click on the User Preferences link

 

User Preferences tab
  1. Click on the Procurement link.
  2. Enter information into:
    • Location
    • Origin
    • Department
    • Ship to Location
    • Requester
    • Buyer
  3. Click on Requisition Authorizations link.
Procurement tab
  1. Check appropriate boxes and/or enter information into Allowed Requisition Actions area.
  2. Enter in Requesters User Auth For field.
  3. Click OK.
  4. Click Save.
  5. Click Return to Search for next authorization.

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