Procurement Settings
Important
Information and features vary according to the roles to which you belong and the permissions associated with those roles. For more information, contact your module manager or your campus support team.
The Procurement Settings page lets you manage how Purchasing and Accounts Payable features are set up in J1 Web. Each section controls a specific area of functionality and the configuration determines how users can work in the system.
Note
Many of the settings for Purchasing and Accounts Payable are still managed in the Desktop from windows such as Purchasing Module Setup, A/P Configuration, Electronic Payment Configuration, and others. The features in those windows are planned for a future J1 Web release.
Permissions Required
To access the Procurement Settings page, you must be in a Procurement Administration role with the "Can manage settings" permission.
Campus Portal Migration Section
This section migrates functionality from the Campus Portal to J1 Web Finance. Before updating the settings, review the following resources:
There are two options in the Campus Portal Migration section.
Use the Campus Portal to manage requisitions and orders. This is the default. When selected, users submit, update, and approve requisitions and POs via the Campus Portal Requisitions and Orders and Requisition Approval features.
Use J1 Web to manage requisitions and orders. When selected, the Campus Portal Requisitions and Orders and Requisition Approval features are permanently disabled. Users submit, update, and approve requisitions and POs via the J1 Web Orders and Requests and Review Requisitions pages.
Danger
Enabling J1 Web Finance features for your campus users cannot be undone; once the features are active, users can no longer perform those tasks in the Campus Portal. Be sure that you've set up your system properly and adequately prepared your users before completing the migration.
From the Finance, Procurement Administration drop-down, select Settings. The Procurement Settings page opens.
Scroll down or click the Campus Portal Migration link to navigate to that section.
Click Edit this section.
Select the Use J1 Web to manage requisitions and orders option.
Click Save this section.
In the Migrate to J1 Web? pop-up, click Yes, save and migrate. The section updates and can no longer be edited. In the Campus Portal, the Requisitions and Orders and Requisition Approval features are deactivated, and users see an alert to use the J1 Web features.
It's not necessary to remove users from their Campus Portal roles after you migrate to J1 Web. They'll see a note in the Campus Portal feature that functionality is managed in J1 Web when they attempt to access the Requisitions and Orders or Requisition Approval features.
When the page is saved with the Use J1 Web to manage requisitions and orders option selected, the system permanently disables the Campus Portal features. You cannot go back and select the Use the Campus Portal to manage requisitions and orders option, so the Edit this section button isn't available.
Additional Resources
J1 Web Finance Roles and Permissions for Campus Portal Migration