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Setup: How to Add and Edit FOAPAL Codes in your CruzBuy Profile

Summary: Learn how to personalize your list of FOAPAL codes in CruzBuy. The process is shown in detail for FUND codes, and also applies to org codes, account codes, activity codes and commodity codes.

Process for Adding Codes

1. Click the My Profile navigation tab.
2. Click the Purchasing sub tab, then Custom Fields.
3. Select the Codes tab. Note that the Chart value defaults to X.

4. Select Edit on the Fund line.
5. Select the Create New Value button on the left side of the screen.
6. Enter the Fund code (i.e., 19900) in the Value box.
7. Click Search.

8. Check the Select box.
9. Click Add Values.

10. The Fund code will appear in the Values box on the left side of your screen. It will now be a choice in your dropdown options for Fund.

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