Setting Up a Default Delivery Location and Favorite Charge Accounts

Summary

It is strongly recommended that IC Finance Cloud users set up a default delivery location before creating requisitions for the first time. While setting up your location, you can also set up frequently used GL accounts to be easily accessible when creating requisitions. Follow the instructions in this article to set up your default location and favorite charge accounts.

Audience

This article is intended for all faculty and staff.

Platform

IC Finance Cloud

Contents

• Setting Up a Default Delivery Location and Favorite Charge Accounts

Setting Up a Default Delivery Location and Favorite Charge Accounts

Fig. 1 Requisitions Dashboard, More Tasks dropdown near top right corner of screen

To set up your default location and accounts for creating requisitions:

1. On the IC Finance Cloud home page, click the Procurement tab, then click the Purchase Requisitions app.

2. On the Requisitions screen, click the More Tasks dropdown menu near the top right corner of the screen.

3. Select Update Requisition Preferences.

4. In the Deliver-to Location field, click to search for your preferred delivery location.

5. Use the search fields to find your building location. The recommended method is to click the Advanced button, click the dropdown list next to Name, select Contains, type part of your building name in the Name field, and click the Search button.

6. From the search results that appear, click to select your building, and click the OK button.

7. To add a frequently used account to be easily accessible when creating requisitions, click the icon to the right of Favorite Charge Accounts. If you do not wish to add any accounts at this time, skip to Step 10.

8. On the line that appears under Favorite Charge Accounts, type a name for the account you are entering in the Nickname field (e.g. General Office Supplies), then type the desired account number or click the Select Charge Account button to enter your account number in the Charge Account field.

9. Repeat Steps 7 and 8 if you would like to create additional favorite accounts.

10. Click the under Primary to select the account you would like to assign as your primary charge account. PLEASE NOTE: A Primary must be selected before proceeding. This account will appear first in the dropdown list of your favorite accounts when creating requisitions.

11. Click the Save and Close button to save changes.