Summary
How to set frequently used chart strings and POET information as favorites in the Requisition Shop. Utilizing previously created favorite chart strings and POET information when entering billing information into a requisition. Requisition preferences allow for updating Deliver-to Location,a critical step to ensure proper delivery of goods.
Body
This guide will cover:
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.
Navigating to the Purchase Requisition Preferences
![](https://uwyo.teamdynamix.com/TDPortal/Images/Viewer?fileName=95454e0f-5b28-44f4-8036-5313a936eee1.png)
![](https://uwyo.teamdynamix.com/TDPortal/Images/Viewer?fileName=0134d0ed-1d0c-43a7-8093-278d463c3279.png)
![](https://uwyo.teamdynamix.com/TDPortal/Images/Viewer?fileName=3e977690-795a-4b65-9d76-dee962d8e84a.png)
![](https://uwyo.teamdynamix.com/TDPortal/Images/Viewer?fileName=301dfa09-cec7-455b-91bd-0a64442ddae8.png)
![](https://uwyo.teamdynamix.com/TDPortal/Images/Viewer?fileName=551fcf22-4ac7-45ed-81ca-a54e769ed40a.png)
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Enter your department name in the Name field
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Click Search
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Click on the correct result to highlight your department
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Click OK.
![](https://uwyo.teamdynamix.com/TDPortal/Images/Viewer?fileName=e9cea02f-ba91-4c5d-9172-d5d64c6faed4.png)
Editing Requisition Preferences to Set Favorite Chart Field Accounts
![](https://uwyo.teamdynamix.com/TDPortal/Images/Viewer?fileName=58690ec0-fa09-4026-8657-2defd0706d92.png)
![](https://uwyo.teamdynamix.com/TDPortal/Images/Viewer?fileName=0ff259bd-519e-4740-bf3e-36c344acdc3a.png)
![](https://uwyo.teamdynamix.com/TDPortal/Images/Viewer?fileName=fdbfa53e-b499-471b-95d6-f76f1844f1e3.png)
![](https://uwyo.teamdynamix.com/TDPortal/Images/Viewer?fileName=20b09639-4551-43b8-9b13-b18508084150.png)
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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.
![](https://uwyo.teamdynamix.com/TDPortal/Images/Viewer?fileName=cd734d38-66cc-43b4-bc5c-7b396b54cacd.png)
![](https://uwyo.teamdynamix.com/TDPortal/Images/Viewer?fileName=9f0d08e4-a45b-49c7-8f28-67faa3530d4e.png)
Completing the Billing Information on a Requisition
![](https://uwyo.teamdynamix.com/TDPortal/Images/Viewer?fileName=244daa00-73d5-48ae-92cc-cad3ce69e08c.png)
![](https://uwyo.teamdynamix.com/TDPortal/Images/Viewer?fileName=40949d64-2673-482e-a49e-e8498dad6480.png)
This completes the Setting Requisition Preferences Processes.