Creating requesters

You can set up purchasing classes and assign them to items in the item master. A requester initiates demand for materials and supplies.

The replenishment quantities are calculated in the Location Replenishment Report and requests are created. Fixed Order Points (FOP) are used to replenish inventory from one location to another. See the Inventory Control User Guide.

  1. Select Supply Management > Supply Management Setup > Requisitioning > Requesters.
  2. Click Create.
  3. To update the profile photograph for the requester, click the photo thumbnail.
  4. Specify this information:
    Requester
    Select a requester.
    Company
    Select the company for which to define requesters.
    Requesting Location
    Select the requesting location. This becomes the default requesting location when a requisition is created using this requester. Leave this field blank to force the requester to select a requesting location when creating a requisition.
  5. In the Options section, specify this information:
    Requisition Approval Type
    Select the approval type for the requisition.
    Manual Cost Override Allowed
    Select this check box if requesters are allowed to manually override requisition items.
    Require Vendor For Specials
    Select this check box if a vendor is required for special items. If you select this check box, a requester cannot create a requisition line containing a special item unless a vendor is also defined.
    Note: If you have Strategic Sourcing, do not select this check box.
    Override Single Source To Single PO
    Select whether the requester can set the Single Document to a PO field to Yes on the Requisition record. If you do not select this check box, the requester cannot add a requisition that has the Single Document to a PO field set to Yes.
    Require Commodity Code
    Select this check box if a commodity code is required for this requester. If you select this check box, the requester must specify a commodity code when creating requisition lines.
    Allow Display Of Procedure Info
    Select this check box to give access to the requester to use the procedure information fields. Procedure information fields are required for the bill only requisition and purchase order functionality. Procedure information is used for implants or other devices used during a medical procedure. If this field is selected, the procedure information tab is available to the requester.
    Override Contract Cost
    Select this check box to allow the requester to override contract costs.
    Override Last PO Last Cost
    Select this check box to allow the requester to override purchase order last costs.
    Allow Dropship
    Select this check box to allow the requester to create dropships.
    Allow Bill To
    Select this check box to allow the requester to add or change the Bill To name and address on the requisition header.
  6. Click Save.
  7. To add contact information for the requester, select the Contact tab.
  8. To assign one or more purchasing classes, select the Purchasing Classes tab. Assigning purchasing classes restricts the requester to the assigned purchasing classes. To create a new purchasing class, click Create. Specify this information:
    Major Purchasing Class
    Select the major purchase class code. Using this field limits the requester to ordering only items within this major class.
    Minor Purchasing Class
    Select the minor purchase class code. Using this field limits the requester to ordering only items within this minor class within the selected major class.
  9. Click Save.