Setting Default Values

If you are a requester and use the same accounting, billing, and/or shipping information on a majority of your eRequisitions, you can save time by setting those fields to automatically populate on each new eRequisition you create:

  1. From the Dashboard, click ‘Preferences’ at the top and select ‘Change your profile.’
Defaults Step 1
  1. On the ‘Personal Info’ page, select the desired ‘Bill To’ address to be the default value for all new eRequisitions and click the ‘Next’ button.
Defaults Step 2
  1. On the ‘Account/Ship’ page, select the desired ‘Account Code,’ ‘Ship To’ address, and ‘Deliver To’ name to be the default values for all new eRequisitions and click the ‘Next’ button.
Defaults Step 3
  1. On the ‘Justify Changes’ page, enter a comment, if desired, and click the ‘Next’ button.
Defaults Step 4
  1. Review the approval flow and click the ‘Next’ button.
Defaults Step 5
  1. Review all the changes made for accuracy and click the ‘Submit’ button. If any further updates need to be made, click the ‘Prev’ button to return to the appropriate page and complete the updates.
Defaults Step 6

Note: If there is an approval flow, the user profile changes will not take effect until all approvals have been completed.

  1. When a new eRequisition is created, the ‘Accounting’ and ‘Shipping’ fields will be automatically populated based on the values set in the previous steps.
Defaults Step 7

Note: For more information regarding user profile changes and preferences, please review the ‘System Navigation’ job aids on the NC E-Procurement User Training page.