Overview
When you place an order in Oracle Procurement, the Account segment of the Chart String (Charge Account) will always change to match the item(s) you are purchasing
Critical Concepts
- If you are not using a POET Project, then the Account will update based on the Purchasing Category
- Reference the Purchasing Categories Blink page to see which Accounts map to which Purchasing Categories
- If you are using a POET Project, then the Account will update based on the selected Expenditure Type
- Regardless of the fact that the Account will always update, a default Account value must be chosen when the Chart String is added to your Requisition Preferences
- It is recommended to select the Account value that matches the items you will most frequently be ordering
- The Account will update to match the purchasing category of whatever you are ordering, so it is inconsequential what you choose
- Neither Expenditure Type nor Account determine taxability - taxability is based on the purchasing category
Steps to Take
Navigate to the Account Value Field
- Next to where you enter the Chart String, click on the stacked rectangles
- In Charge Account dialog box, select the arrow next to Account field
- Click Search

Search for an Account Value
- Click Advanced to expand your search options
- In, Description, change the selection to Contains
- In Description, enter a keyword to search for any Account with that word in the description
- Click Search
- Select an appropriate result and click OK
