Review this page to set up preferences in iProcurement, including shopping and default deliver-to location and PTAE Allocations.

Set Up Preferences

Preferences must be set up in iProcurement in order to shop.

  • Ask your manager/department for the Project, Task, Award (PTA) that you will use most frequently for purchases.
  • Ask what Expenditure Type will be required with the most frequency. Refer to the Buy/Pay Guide for more information.
  • Look up your building deliver-to Location Code on the Addresses page of the Oracle Financials website.
  1. Enter ofweb.stanford.edu in the browser
  2. Click Login
  3. As prompted, log in using SUNet ID, and password
  1. Select SU Internet Procurement
  1. Select Settings in the Header section
  2. Select Preferences
  1. Enter or modify preferences:
    • Visual: Refer to Oracle Basics Guide for Home Page Style and Page Header Display Style
    • Delivery Manager E-mail Server Credentials: Enter e-Mail username and e-Mail password
    • Start Page: Select Responsibility and Page from drop-down menus
    • Notifications: Select Email Style from the drop-down menu (strongly recommend HTML mail option; it provides notifications with optimized formatting)
  2. Select the Apply button in the top right corner
Shopping and Delivery
  1. Select the Application link in the left columnChanges are optional, but items with asterisks (*) are mandatory.
  2. Shopping - Select a choice for My Favorite Store
  3. Select a number of Search Results Per Page (default is 25)
  4. Select a number of Shopping Search Results Per Page (default is 25)
  5. Select a sorting option from the Sort Shopping Search Results By drop-down list:
    • Relevance
    • Currency
    • Description
    • Functional Currency Price
    • Hazard Class
    • Internal Item Number
    • Long Description
    • Price
    • Shopping Category
    • Source
    • Supplier
    • Supplier Item
    • Supplier Site
    • Un Number
    • Unit
  6. Select sorting search results by Descending or Ascending
  7. Select Shopping Search Results Layout
    • Grid View
    • Paragraph View
      • Hide Thumbnail Images
  8. Delivery - Enter Need By Date Offset (tell suppliers how many days after the PO is created that you need the product)
  9. Enter or search for the Requester
  10. For setting the default Deliver-To Location in iProcurement code:
    • Select the magnifying glass icon
    • From the Search By drop-down menu select For "Address" option type %Street%
    • Enter %StreetName% (for example, %Porter%)
    • Select Go
    • Select the best match to your addressThe search returns 10 results per page. Select Next 10 at the top or bottom right corner to move to the next page(s) of results.
    • Select Select in the top right 
  11. Optionally, in the Other Details section,
    • Enter Department Name
    • Enter Room
    • Enter Attention To
  12. Select the Apply button in the top right corner
PTAE Allocations

One PTA

  1. Select the plus sign on table to add another row
  2. Enter a name for the allocation in Allocation Name
  3. Enter the Project, Task and Award
  4. Enter the Expenditure Type (optional)
  5. Select the Apply button in the top right corner

Multiple PTAEs (Split Allocation)

  1. Select the plus sign on table to add another row
  2. Enter a name for the allocation in Allocation Name
  3. Enter the first Project, Task and Award
  4. Enter the first Expenditure Type (optional)
  5. Select the Split Criteria icon
  6. Select the Equal Split or Percentage Split allocation method
  7. Enter the second Project, Task and Award
  8. Enter the second Expenditure Type (optional)
  9. Continue to select the plus sign on the table to add another row and enter all other PTAEs if applicable
  10. If Percentage Split, enter Percentage for each PTAE
  11. Enter a reason for the split in Allocation Reason
  12. Select OK
  13. Select the box on the far right to choose Default for iProcurement in the My Allocations screen
  14. Select the Apply button in the top right corner
What Happens Next?
  • Preference information will auto-load at checkout.

Change Deliver-To Location

Determine and find the deliver-to location address for your order.

Set Up or Change Default Location

Setting up or changing the default address for all requisitions is done via Preferences in Oracle Financials prior to creating the requisition. Refer to the Set Up Preferences tab on this page for instructions.

Change to Another Address within Stanford for One-Time Delivery

During the checkout process in iProcurement, on the Checkout Page/Edit and Submit Requisition page:

  1. Click on the magnifying glass to the right of the Deliver-To Location field to start the search for the location code
  2. Search for the Deliver-To Location by:
    • Location (Organization)
    • Location Description
    • For "Address" option type %Street% (preferred)
      Example – Finding the location: 
      20-108I (VSC)  1651 PAGE MILL RD Stanford University, 1651 PAGE MILL ROAD, Palo Alto, CA 94304, United States:

      1. Select For "Address" option type %Street%
      2. Enter an uncommon part of the Stanford address, such as, %page% or %1651%
  3. Select the best match to the address You may suggest a frequently used Stanford Deliver-To Location by submitting a Support Request.

The Deliver-To Location code will appear on the Edit and Submit Requisition page, and the products will be delivered to that Stanford location for this one requisition.

Change to Address OUTSIDE Stanford

During the checkout process in iProcurement, on the Checkout Page/Edit and Submit Requisition page:

  1. Click the Enter One-Time Address link under the Deliver-To Location field in the Delivery sectionThe one-time addresses should only be used for addresses outside of Stanford.
  2. Enter the one-time address in the One-Time Address page:
    • Country
    • Address Line (maximum 50 characters)Please do not include Department Name, Room Number and Attention To in the Address line field. These fields are required on the Edit and Submit Requisition page.
    • City Name
    • State
    • Postal Code
  3. Click Apply
  4. Select Enter One-Time Address or Delete One-Time Address from the Edit and Submit Requisition page to edit or remove this address when needed

Questions?

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