Manually Assign FS User Preferences

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

Audience: 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.

Manually Assign FS User Preferences

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

Expand or collapse content Setting Up Requester

A requester set up is completed in Finance.

Requester Setup

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

  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.
  4. Fill in the fields with information relevant to the user.
  5. Click Save to finish the Requester Setup page.
Requester Setup page

Distributed User Profiles

Navigation: People Tools > Security > User Profiles > Distributed User Profiles

  1. Enter the User ID.
  2. Click Search.
  3. On the next page, Click the User Roles tab.
  4. Find the role name ZZ_AW_AP_MANAGER (if unable to locate, it can be added if you have proper security roles).
  5. Click on Route Control link.
  6. If an update is needed in the Route Control Profile, Click the [+] plus icon to add a new value by using the lookup to locate the appropriate business unit.
  7. Click OK.
User Roles tab
  1. Repeat this process for the ZZ_AP_SPECIALIST role to complete the process of setting up a requester.
Expand or collapse content Setting Up Approver

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

  1. Enter the User ID.
  2. Click Search.
  3. Click on the Overall Preference link.
Define User Preferences page
  1. Enter information into:
    • Business Unit
    • SetID
    • As of Date
  2. Click Save.
Overall Preferences tab
  1. Click on the User Preferences link to return to the main page. 
  2. Click on the Procurement link.
Define User Preferences page Procurement link
  1. Enter information into:
    • Location
    • Origin
    • Department
    • Ship to Location
    • Requester
    • Buyer
  2. 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 Authorization section.
  3. Click OK.
  4. Click Save to complete the process to finish setting up the approver, or click Return to Search for next authorization.
Requesters Authorizations

0 Comments

Add your comment

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.