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Accounting Defaults re-setting when a Requisition is re-assigned prior to validation — Cloud Customer Connect
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Accounting Defaults re-setting when a Requisition is re-assigned prior to validation

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edited Sep 20, 2018 5:37PM in Self Service Procurement 8 comments

Summary

If one user creates a requisition that defaults accounting based on user preferences and then assigns to another user, the defaults are over written by the new user's default preferences.

Content

Situation:

User One (Advanced Procurement Requester) Creates Requisition and Charge Account is created from default User Preferences and Category Name.

User One saves and Closes the requisition.

User One reassigns requisition to User Two (also Advanced Procurement Requester) who is a finance specialist to review for accuracy and completeness before submitting to approval workflow.

User Two opens and reviews the requisition for completeness and accuracy.  Charge Account changes to User Two default User Preferences. 

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