Creating requesting locations

A requesting location can be a stock location or a non-stock location.

  1. Select Supply Management > Supply Management Setup > Requisitioning > Requesting Locations.
  2. Click Create.
  3. Specify this information:
    Company
    Select the company number for the location requisitioned items.
    Requesting Location and Description
    Specify the location and description of the requisitioned items.
    Transaction Type
    Select the type of location you are defining:
    • Issue for a non-stock location
    • Direct Transfer for a direct transfer stocking location

      Move inventory directly from a stocking location to a shipping organization

    • Intransit Transfer for an intransit transfer stocking location
  4. On the Main tab, specify this information:
    From Company
    Select the company that is the source of the items. This is the default company on the requisition.
    From Location
    Select the inventory location that supplies the items or the purchase order ship to location that receives the items. This is the default From location on the requisition.
    Pricing Group
    Specify the pricing group.
    Location Rule
    Select the location rule. Use location rules to define how to source the goods during the allocation process. You can assign location rules in any of these locations:
    • At the requesting location
    • On the Header tab of the requisition
    • In the Miscellaneous section of the Main tab on Requisition Line Entry Detail
    Issue Account
    To use the default account information when you create requisitions, define the issue account information and select the account.
    PO Code
    To further identify the department or requesting location that generated the purchase order, specify a purchase order code. For example, you can use this code to indicate ownership by department or requesting location. You can avoid duplicate purchase order numbers where vendors supply purchase order numbers.
    Process Level
    To use process level information default values on your requisitions, select the process level.
    Buyer
    Select the buyer code. This is the default buyer code on all requisitions for the requesting location and can be overridden when the requisition is created.
    Fill or Kill
    Select whether to fill or cancel (kill) unwanted backorders for inventoried items.
    Stockless
    Select this check box if the requesting location participates in one or more stockless price agreements. You can attempt to use the default costs from the contracts for this location when requisition lines are created.
    Single Document To A Purchase Order
    Select this check box to create only one purchase order from one requisition.
    Requisition Approval Type
    Select the approval type for the requisition. For information about Process Automation services affecting Requisitions, see the Process Automation Services Reference Guide.
    Purchase Taxable
    Select this check box if items are taxable when purchased for this location. The default value is exempt (cleared).
    Tax Code
    Select the Tax Code to be applied to the requisition. It is used in the tax default routine when purchasing taxable items for this location. The tax code is used when extracting tax data from the tax file.
  5. To create a dropship requisition, select the Address tab. Define where items are delivered. This information is printed on pick lists and purchase orders.
  6. Click Save.