User Default Settings
As a configuration expert, using the Default Settings for Users - Purchase Requisitions app, you can assign default values such as plant, company code, account assignment category, and cost center for purchase requisitions that are created by employees so that they don't need to enter the values manually. You can also choose custom document types from the list of purchasing document types.
To set the default values for several users, you can use the Excel-Based Data Exchange option. You can download the template, fill in the default values for multiple users, and upload the file. The SAP S/4HANA Cloud system then assigns and uses these values as default when the employee creates purchase requisitions. When uploading the user settings and catalog information using the Excel-Based Data Exchange feature, you can set a procurement catalog as the default for a user.
Note
As its name implies, the Default Settings for Users - Purchase Requisitions app is intended for use with purchase requisitions only. Therefore, values are set only when creating purchase requisitions. It does not affect the default settings or values when creating a purchase order or contract using the corresponding apps for the same user.As an employee, you can also set some of the default values to be used for your purchase requisitions using the My Purchase Requisitions – New app.
Default User Settings for the Field - Purchase Order Price Type
The Purchase Order Price Type determines the adoption of the price of the purchase requisition item in the purchase order item created from it. You can set the default Purchase Order Price Type for a user using the Default Settings for Users - Purchase Requisitions app. When using Excel-Based Data Exchange, you can download, enter, and upload the PO Price Type.
PO Price Type can take one of the following values:
Do not adopt: the price of the purchase requisition item is not adopted in the purchase order item.
As gross price: the price of the purchase requisition item is adopted in the purchase order item as the gross price.
As net price : the price of the purchase requisition item is adopted in the purchase order item as the net price.
The default value of the PO Price Type is Do not adopt.
Default Purchase Order Price Type is read-only in the employee view of the Default Settings for Users. Professional purchasers can edit the field.
In the case of Shop on Behalf, the Purchase Order Price Type set for the creator or author in the Default Settings for Users app is used as the default.
Shop on Behalf in Self-Service Requisition
Self-service purchase requisition enables the user to select the appropriate user as the requestor in a single step.
You can define the group of users and consume the group of users who can be assigned as requestors in the shop on behalf of functionality.
You can enter the Requisitioning Group and Shop on Behalf Type. When you set the type Company Code Based – You can shop on behalf of another user who belongs to the same company code. When you use the type No Shopping on Behalf, you can restrict a user from creating a shopping cart on behalf of another user. When you set the type Group Based - You can shop on behalf of another user who belongs to the same requisitioning group. The Shop on Behalf settings determine the shop on behalf behavior in the My Purchase Requisitions - New app.
You can add and maintain requisitioning groups for purchase requisitions using the configuration app Maintain Requisitioning Groups.
- You can access the app by navigating Manage Your Solution → Configure Your Solution → Sourcing and Procurement: Operational Procurement: Requirements Processing → Maintain Requisitioning Groups : Configure.
- If your system is managed by SAP CBC, you can access the app by navigating Configuration Activities → Procurement → Procurement Basic Setting → Maintain Requisitioning Groups.