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FSCM Procurement - Buyer and Requester Setup

See the QRG Purchasing Overview Guide for additional setup information for both Buyers and Requesters.

Buyer Setup

Main Menu > Set Up Financials/Supply Chain > Product Related > Procurement Options > Purchasing > Buyer Setup

  1. Select the Add a New Value tab. 
  2. Enter the Buyer's EMPL ID number.
  3. Select Add.
  1. The Buyer Setup page displays.
  2. Use template to configure a user's Buyer Setup. 
  3. Select Save.

Note:  If the user has been assigned a Procurement Card, the Override with Procurement Card section will display.  A default card number and the option to use a procurement card as their default payment method on Purchase Orders can be configured.  However, if the P-Card should not be the default payment method for newly created PO’s, then in the Card Number field, click on the drop down arrow then select the very top blank option.  This will clear the card number in that field and deselect the P-Card payment default checkbox.  Select Save.

Requester Setup

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

  1. Select the Add a New Value tab.
  2. Enter the Requester's EMPL ID number.
  3. Select Add.
  1. The Requester Setup page displays.
  2. Use Template user to configure a user’s Requester Setup.
  3. Select Save.

Note:  If the user has been assigned a Procurement Card, the Override with Procurement Card section will display.  A default card number and the option to use a procurement card as their default payment method on Purchase Orders can be configured.  However, if the P-Card should not be the default payment method for newly created PO’s, then in the Card Number field, click on the drop down arrow then select the very top blank option.  This will clear the card number in that field and deselect the P-Card payment default checkbox.  Select Save.

  1. Process complete.

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