Overview

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This article highlights how to set up your profile in Oracle Procurement. You will learn about finding your deliver-to address, defaulting your deliver-to address, and defaulting charge accounts.

Process

Setting Your Deliver-To Location Preference

1. Click the gear icon next to the Actions dropdown to open Preferences.

2. In the Preferences panel, under Deliver-To Location, search for your address.

3. If you're having trouble:

• Try entering short keywords or building acronyms (e.g., BSB, ACTRI, student, med, etc.).

4. Select the desired address and click Update.

• The selected address will now be saved as the default Deliver-To Location in your profile.

Note:

• Use Preferred addresses as your default unless you're in a location not serviced by Trade Street—for more reliable delivery.
• Direct addresses are recommended for items like dry ice and liquid nitrogen.
• ACP Preferred addresses should only be used for ACP purchases.
• Regardless of address selected, room numbers cannot be defaulted and must be filled in at checkout.

 

Setting a Default Project Costing

• You can set one Primary Project Costing to default on all lines in your shopping cart by adding it to your preferences.
• If the Project field within the charge account is populated, POETAF information must still be filled in during checkout.
• If you'll consistently use a single project, you can enter its info in the Projects section.
• Add the project number in your preferences will populate the other information boxes for the POETAF.

Note:

• If you default a sponsored project in your preferences, you won’t be able to use non-sponsored projects during checkout.
• If you plan to use both sponsored and non-sponsored projects, we recommend not defaulting a project in your preferences.
• Additional help on projects is available in the "How to Checkout in Oracle Procurement KBA.

 

Populating the Account Field in Requisition Preferences

The Charge Account field changes depending on the good or service being purchased. It must be populated in your Requisition Preferences to complete your charge account defaulting.

More details can be found in the " How to Checkout in Oracle Procurement" KBA.

To search and select an Account value:

1. Click the plus sign next to the Charge Account field.
2. Enter in a Charge Account Nickname.
3. Enter in the Entity information first to the Charge To box.
4. The next section will pop up after you enter in each field.
5. Complete filling out your COA information.
6. Decide if you want to set this COA as your Primary and select that box if necessary.
7. Then click Add.
8. You can select any value, or search for one that matches your common purchases.
9. Once all fields are filled, click Update to save your charge account values.

Supplemental Guides

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• KB0032486: How to Add a Deliver-to Location to your profile in Oracle Procurement