Setting default information on requisitions

When you create a requisition, default information is filled in as you proceed through the steps. The default information is from your profile, which may have been created for you, or which you created as a result of registering. You can review and modify the information in your profile.

Before you begin

Default information can consist of such data as shipping information, the default storeroom, and credit card (PCard) details. Shipping information may appear by default on requisitions even if it does not appear in the profile. Unless otherwise specified, default shipping information for your site is used.

Procedure

  1. From any screen in the system, click Profile from the menu bar.
  2. From the Profile menu, select one of the following:
    • Default Information: to change your default insert site or storeroom
    • Personal Information: to change your Ship To address or procurement card information
  3. Edit or add information in the window.
  4. Click OK.