Set Up iProcurement Preferences for Deliver-To Location, Allocations and Approvers

1. Select the Application link in the left column 
   Changes are optional, but items with asterisks (*) are mandatory.
2. Select the My Requisitions Search and Delivery link in the left column
3. Select a number of Search Results Per Page (default is 25)

       My Delivery

1. Enter * Need By Date Offset (tells suppliers how many days after the PO is created that you need the product)
2. Enter or search for the * Requester  (SU Name, must be validated)
3. For setting the default * Deliver-To Location using the iProcurement code:
   • Look up your building deliver-to Location Code on the Addresses page of the Oracle Financials website and enter the Location Code in the field
     OR search for the correct address:
     • 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 address 
       The 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 
4. Optionally, in the Other Details section,
   • Enter Department Name
   • Enter Room
   • Enter Attention To
5. Select the Apply button in the top right corner

Create Allocation Set:

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

Create an Approver Set if there is need to use a specific approval routing list in a requisition. When entering requisitions, the Approver Set will be available by name rather than by entering approvers individually.

Create Approver Set

1. Select the + icon on the table to add lines
2. Enter new Approver Set Name
3. Select the Approvers icon
4. Select the + icon on the table to add lines
5. Enter Approver Name (search and select if necessary)
6. Enter Approval Sequence number
7. Select Approver or FYI
8. Repeat these steps for all approvers in the set
9. Select Apply on the Approver Set screen
10. Select Save or Apply on the My Approver's screen, or select Revert to go back to the original setting for this line

Modify or Remove Existing Approver Set

1. Select the Approver icon to access the Approval Sequence
2. Select the + icon on the table to add a new line for another approver
3. To remove an approver from a multi-approver Set:         
   • Select the Approver icon to access the Approval Sequence
   • Select the REMOVE icon to remove that Approver
4. Select REMOVE to remove the entire Approver Set
5. Select Save or Apply on the My Approver's screen

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.

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.

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 section 
   The 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