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 Finance.
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
- Search for the User ID that will be set up.
- If User ID is unknown, click on Add a New Value tab.
- Enter User ID and click Add.
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- Fill in the fields with information relevant to the user.
- Click Save.
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Navigation: Main Menu > People Tools > Security > User Profiles > User Profiles
- Enter the User ID.
- Click Search.
- On the next page, Click the Roles tab.
- Find the role name CTC_AP_MANAGER (if unable to locate, it can be added).
- Click on Route Control link.
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- Click the look up icon (magnifying glass).
- Under Route Control Profile, click on item that relates to user/institution.
- Click OK.
- Follow the same process for the CTC_AP_SPECIALIST.
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Navigation: Main Menu > Set Up Financials/Supply Chain > Common Definitions > User Preferences > Define User Preferences
- Enter the User ID.
- Click Search.
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- Click on the Overall Preference link.
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- Enter information into:
- Business Unit
- SetID
- As of Date
- Click Save.
- Click on the User Preferences link
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- Click on the Procurement link.
- Enter information into:
- Location
- Origin
- Department
- Ship to Location
- Requester
- Buyer
- Click on Requisition Authorizations link.
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- Check appropriate boxes and/or enter information into Allowed Requisition Actions area.
- Enter in Requesters User Auth For field.
- Click OK.
- Click Save.
- Click Return to Search for next authorization.
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