This guide will cover:
Accessing Purchase Requisition Preferences in WyoCloud
Updating Purchase Requisition Preferences
Setting Favorite Accounts
Entering Billing Information from Favorites on a Requisition
Setting preferences on purchase requisitions, such as deliver-to location, will make the purchase requisition process more efficient when you’re processing multiple requisitions. Additionally, users are able to set favorite chartfield accounts to use that will also help when processing a lot of purchase requisitions.
Upon logging into WyoCloud, click on the Navigator in the upper left corner of the homepage.
First, click Procurement to expand (you may have to scroll within the Navigator), then click Purchase Requisitions.
The Purchase Requisitions page will display.
Select More Tasks then Update Requisition Preferences.
The Edit Requisition Preferences screen is displayed. Select the magnifying glass next to Deliver-to-Location.
Enter your department name in the Name field
Click Search
Click on the correct result to highlight your department
Click OK.
From the Edit Requisition Preferences page, you may set Favorite GL Charge Accounts and/or Projects (POET).
To add GL chart strings, click the plus icon (+) to add a row below the Favorite Charge Accounts section.
Once a row is added, you can assign the account a Nickname and either enter the chart string or search for the chart string using the search icon.
Multiple favorite chart strings can be added. To set one as primary, click the small check mark to the left of the desired line. Once set as primary, the checkmark will be green.
To set favorite Project information, enter the Project Number under the Billing Section within Projects. Once the Project Number is entered, click outside of the Project Number box to activate the POET fields for entry. Note: Only one favorite POET can be entered into the system.
Once all the desired favorites have been entered, click Save and Close.
Follow steps in Create a Procurement Catalog Requisition and Create a Non-Catalog Requisition to begin requisition and complete Requisition Lines and Delivery sections first.
While completing a requisition, you will notice changes to the Billing section. If you set a default chart string or POET, these are automatically populated under billing.
If you set multiple favorite chart strings, you may toggle between them by using the drop-down box under Charge Account Nickname.
Continue completing the requisition per normal processes.