- **\*Account Category:** Fund type used to make the purchase. The field may default from the user's personalizations, but users can change it in the cart if the default is incorrect.
- **\*Account Assignment:** This field is the specific funding source you use to purchase. Account assignment is specific to each line, and users can choose to split-fund a purchase order line. If a line is split-funded, this field will be blank once the user enters all funding sources. The field may default from the user's personalizations, but users can change it in the cart if the default is incorrect.
- **\*GL Account:** Duke expense general ledger account (will start with a six) used to post the expense. Users can reference a complete list here <https://finance.duke.edu/accounting/glaccts/expenses>. This field is crucial as it may trigger specific workflow routing and impact how expenses impact business unit budgets. The field may default from the user's personalizations, but users can change it in the cart if the default is incorrect.
- **Material Group:** This field associates the cart item with specific groups of materials based on Duke's SAP setup. This field will automatically populate for orders from suppliers in the Duke Marketplace. Users must provide this information when creating text and confirming/bill-only orders. Highlighting the box offers a drop-down menu. Users should select from the first 19 material groups unless Procurement recommends a specific group based on a particular purchase.
- \***Delivery Date:** While a standard seven-day date populates on the purchase order, Duke vendors base delivery on contractual agreements; therefore, items they often deliver before this date. For "rush" deliveries," flag the cart in special handling and include notes describing the need. For confirming/bill-only orders, leave the system default.
- \***Room Number:** This field is the physical location at the delivery address where the vendor should leave the items. The field may default from the user's personalizations, but users can change it in the cart if the default is incorrect.
- **Goods Recipient:** Name of the person whose name should be on the package or the person who is knowledgeable of the order. The field may default from the user's personalizations, but users can change it in the cart if the default is incorrect.