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Procurement with Projects - Default Expenditure Type — Cloud Customer Connect
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Procurement with Projects - Default Expenditure Type

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edited Jan 8, 2019 3:21PM in Self Service Procurement 5 comments

Summary

Combining Req preferences with Expenditure Mapping Set

Content

We are implementing a primarily projects organization and have a requirement around populating the POET information when creating requisitions.

 

Requisitioners primiraly work one one Project (and we only have one task against each one) so we want them to enter in their preferences the Project and Task and so also have to enter a default expenditure type and Org.

 

We have a mapping set mapping Procurement Category > Expenditure Type so when they select an item or non catlog request and populate the category the expenditure type should generate.  This works fine when preferences are not entered, but means the user has to repetitively enter project information each time which isnt great on some of the multi line reqs they create.

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