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.
![Find an Existing Value tab](https://media.screensteps.com/image_assets/assets/000/026/406/original/6a7c3b02-8cbb-4281-ab7b-5bd99181f515.png)
- Fill in the fields with information relevant to the user.
- Click Save.
![Requester Setup page](https://media.screensteps.com/image_assets/assets/000/026/410/original/9acd30c8-5dd2-4ec1-836b-6a3db33bc7ab.png)
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.
![Roles tab](https://media.screensteps.com/image_assets/assets/000/026/408/original/c8d22ba2-90c7-44d0-b918-3fc9530cd41c.png)
- 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.
![User Route Control Profiles](https://media.screensteps.com/image_assets/assets/000/026/412/original/b153811c-b278-400c-ac62-dcbe0201e5de.png)
Navigation: Main Menu > Set Up Financials/Supply Chain > Common Definitions > User Preferences > Define User Preferences
- Enter the User ID.
- Click Search.
![Find an Existing Value tab](https://media.screensteps.com/image_assets/assets/000/026/437/original/6c948f37-2793-4900-928b-499fdec730be.png)
- Click on the Overall Preference link.
![User Preferences](https://media.screensteps.com/image_assets/assets/000/026/439/original/dd7cc4ed-99f4-400c-8ae7-d10cf5270710.png)
- Enter information into:
- Business Unit
- SetID
- As of Date
- Click Save.
- Click on the User Preferences link
![User Preferences tab](https://media.screensteps.com/image_assets/assets/000/026/443/original/6e1c0fdb-8b87-4530-9259-9249025c7313.png)
- Click on the Procurement link.
- Enter information into:
- Location
- Origin
- Department
- Ship to Location
- Requester
- Buyer
- Click on Requisition Authorizations link.
![Procurement tab](https://media.screensteps.com/image_assets/assets/000/026/445/original/b13c6e59-3542-4a58-a124-8426095f7d0f.png)
- 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.
![](https://media.screensteps.com/image_assets/assets/000/026/441/original/13753447-db27-4a72-af2b-6e45b166d435.png)
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