Purchasing Requestors - DA3000

District Administration > Maintenance > User Profiles > Purchasing Requestors

This tab is used to limit the requestors for whom the user (originator) can create or modify requisitions. The requestor must have a user profile that includes accounts he is authorized to expense to, as well as any approvers associated with the requestor.

Note: Refer to the Accounts tab for more information about the Add User, Delete User, and Remove Process buttons.

Set up purchasing requestors:

Retrieve User	Click to retrieve a user. Click to select a user and click Retrieve User. By default, this drop down only displays “employed” users. Notes: The drop-down list is sorted alphabetically by last name and then first name. All users who are set up on the Personnel > Staff Demo page and have been previously added to the Maintenance > User Profiles page are displayed in the drop down.	OR	Lookup User	Click to lookup a user. Click to search for an employee in the User Directory. The User Directory is displayed. To search for a specific user, type data in the desired search fields. First Name Last Name Employee Number Select one of the following employee statuses to narrow your search: Employed Not Employed Click Retrieve. A list of users that match the search criteria is displayed. The following information is retrieved: Employee Nbr Last Name First Name Employed Select an employee number. The directory is closed and the page is populated with the selected user record. Otherwise, click Cancel to close the directory.

Click +Add to add a new row to the grid.

Field	Description
Requestor Name	Click to select a requestor from the drop-down list of available requestors.

Click Save.

Other functions and features:

Retrieve	Retrieve data. Click to retrieve information from the last save. If you click Retrieve, any unsaved changes will be lost.
Print	Print the report. Click to print the User Profiles, User Requestor report. Review the report.
	Delete a row. Click to delete a row. The row is shaded red to indicate that it will be deleted when the record is saved. Click Save. A message is displayed asking if you want to delete the row. Click OK. Click Cancel to not delete the row.

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Purchasing Requestors - DA3000

Set up purchasing requestors:

Other functions and features:

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Table of Contents

Purchasing Requestors - DA3000

Set up purchasing requestors:

Other functions and features:

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