Document number: 17413

 

 

Symptom:

The Edit Defaults functionality is not working correctly when creating an eProcurement requisition. The defaults entered are not being carried down to the Shipping and Distribution Information pages.

Resolution:

1. Log in to eProcurement. For more information, see Eureka! document 17201 — How to log in to eProcurement.

2. Once you are on the eProcurement home page click the Create Requisition link to access the new requisition sign on page.

3. The Sign On page for the new requisition defaults to your existing business unit and employee ID. You can change both the business unit and employee ID if you are entering this requisition on behalf of another PeopleSoft employee.

Note : Catalog items and vendor lists are based on business unit. If you change the business unit you will change the catalog items and vendor list available to you. If you change the employee ID all shipping and department information will reflect that employee’s assigned defaults.

4. Once you have the Business Unit and employee ID entered click OK to continue.

5. On the Requisition Title page, click the Edit Defaults link located in the upper right-hand section.

6. Click on the Override radial button.

7. Enter in the values you want defaulted on this requisition, don't forget Project ID as this can be time consuming data to enter over and over again.

8. Click OK.

Now when you add lines to your requisition all the data you entered above will default down to the Shipping Information and Distribution Information pages.

Root Cause:

This is an end user training issue.

 

 

 

Created by the PeopleSoft Knowledge Management Team.
Copyright © 2003 All rights reserved.
Created: jel 09/23/2003
Reviewed: 10/12/2004