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Setup: How to Set Defaults for FOAPALs in CruzBuy

Summary: Learn how to customize your CruzBuy account so a specific FOAPAL defaults when you enter an order. The process is shown in detail for the fund code. The process is exactly the same for org codes and activity codes. Account codes and commodity codes should *not* be set to default.

• The Chart default value is X for UCSC.
• Account codes: Do not set an account code to default for all orders. Choose an account code for each item requested.
  • If a shopper does not know their account code, they can choose "I don't know" and the order will route to a purchasing specialist, who will add the account code. This can delay processing of the order.
• Commodity codes are automatically provided by CruzBuy for hosted catalog items and for punchout suppliers' items. A commodity code must be entered for all non-catalog items (items bought on forms) that have a value greater than $500.

Default Setup Process

1. Click the My Profile navigation tab.
2. Click the Purchasing sub tab, then Custom Fields.
3. Select the Codes sub tab.

4. Select Edit on the line you want to default (i.e., Fund).
5. Click on the Fund code you want to have as your default. For example, click on 19900.

6. A box will appear on the right side of your screen.
7. Click inside the Default box. A check mark will appear.
8. Save, then Close.

Last revised: February 12, 2007 (am)       [CruzBuy Reference Manual TOC ]