PeopleSoft Information

Monday, December 10, 2007

NEW! How to Change ePro Account Code Numbers

Have you ever wanted to change the Account code within a budget string for an ePro requisition? By that, I mean have you ever been "forced" by the software to use a particular budget Account when you ordered something, even though you knew it was really the wrong Account? (An example would be if you were ordering pencils for students to use, and so you want to use Account 4301 for Instructional Supplies, but the software makes you use Account 4519 for Office Supplies).

Well, now there is a way to change that. If you order a Special Request or a Direct Connect item in ePro, you can change the Account budget code number to be whatever you want it to be. (You still can't change it on any Catalog item you choose from the preset lists, though).

You can change the Account code for a single line item, or for several different line items, or for all line items on an ePro requisition.

To view and print a copy of the brand-new Job Aid showing you how to do this, please visit our Read and Learn page, and click the Job Aids link. Then, scroll to the ePro section and click the Job Aid entitled: How to Change Account Budget Codes.