This resource outlines the steps to set-up create favorites within the Purchase Requisition module of Bronco Hub so that you don’t have to manually enter information for each request.
Favorites can be created for commonly used Charge Accounts (funding strings), project segments, and requisition requester.
Step 1: Log in to Bronco Hub and Access Purchase Requisitions
Begin by signing in to Bronco Hub.
Select the My Organization tab from the top navigation section of Bronco Hub and select Purchase Requisitions.
Step 2: Access Requisition Preferences & Update Preferences
From the Requisitions landing page, select More Tasks and choose Update Requisition Preferences from the dropdown list.
You can change the following defaults so they automatically populate on Requisitions you create
Requester: The line manager of the employee listed as the Requisition “Requester” will be added to the approval workflow for submitted Requisitions.
Project Funding: Project Funding information saved in Requisition Preferences will automatically populate in every future Requisition Line created and will need to be manually deleted if Requisition is being billed to another Funding Segment String.
Charge Account: add details to the project fields if you’ll be making frequent or high set up default sponsored project (grant) fund details if m and Funding Segment String which is called Charge Account in the Requisition module. Enter a Nickname for each Funding Segment String. Multiple Funding Segment Strings can be saved in Requisition Preferences but only one can be designated as Primary.
After updating any applicable preferences, select Save and Close.
Requisition Preferences can be updated or deleted at any time by accessing the Preferences section outlined in the steps above.
End of Process