Setting Preferences and Favorite Accounts for Requisitions

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.

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.

• Select More Tasks then Update Requisition Preferences.

• The Edit Requisition Preferences screen is displayed. Select the magnifying glass next to Deliver-to-Location.

1. Enter your department name in the Name field

2. Click Search

3. Click on the correct result to highlight your department

4. Click OK.

 

Step Two

Editing Requisition Preferences to Set Favorite Chart Field Accounts

• 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.

 

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, 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.

 

 

This completes the Setting Requisition Preferences Processes.