Setting Preferences and Favorite Accounts for Requisitions

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

 

Information

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.

 

Step One

Navigating to the Purchase Requisition Preferences

• 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, labeled Self Service Procurement. Select Preferences located in the upper right corner. The Preferences screen will display as a side panel

Step Two

Editing Requisition Preferences to Set Favorite Chart Field Accounts

• You can edit different the different delivery preferences to include accurate information. On the Deliver-to Location field, click on the drop-down or type at least three characters to display dropdown suggestions and choose the correct department and address.

 

• Also from the Preferences screen, you may set preferred Charge Accounts and/or Projects (POET).

 

• To add GL chart strings, click the plus icon (+) on the Charge Accounts section, which opens the Add Charge Account screen.

 

• You will need to write a Charge Account Nickname in the first field. The next field, Charge To, requires a chart string. You can manually type in the chart string, or you can piece the chart string together step by step through the drop-down suggestions.
• An expanded Search for combination chart string tool can help with finding the right combination. It is accessed by clicking the arrow icon in the Charge To field
• NOTE: Multiple favorite chart strings can be added. To set this one as the primary string, click the small check box below the Charge To field.

• After filling out the chart string, click Add in the lower right corner. Under the Charge Accounts section, there will now display the new chart string.
• NOTE: A chart string can be edited, deleted, or set as the primary string by clicking on the three-dot icon that correlates with the desired chart string. The current primary chart string will have an icon that is labeled Primary.

 

• To set a preferred Project’s information, enter the Project Number under the Project Costing section. Once the Project Number is entered, click outside of the Project Number box and more POET fields will populate for further entry.
• NOTE: Only one favorite POET can be entered into the system.

 

• Once all the desired preferences have been entered, click Update.

 

Step Three

Completing the Billing Information on a Requisition

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 after setting a default chart string, you will notice changes under the Charge Account section. The option to select favorite charge account or Enter charge account number is displayed.
• The Project Costing Section is also displayed with expanded fields that are filled in based on the preferences you have set.
• If you have 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.