Defining or changing line default information
- Open the requisition, and click the Line Defaults tab.
-
Specify this information:
- Distribution Account
- Select a default distribution account for the requisition. You can define details of the account using Distribution Account.
- Vendor
- Select the suggested vendor code for the
requisition. The suggested vendor prints on the requisition when you
run Print
Requisitions. The vendor can be changed when a
purchase order is created. The vendor must be previously defined in
Vendor.
For information about vendor default values, go to Supplier Portal.
- Purchase From
- Select the suggested purchase from location for the specified vendor. Vendors can have multiple purchase from locations. The purchase from location code prints on the requisition when you run Print Requisitions. The purchase from location can be changed when a purchase order is created for the requisition. The purchase from location code must be defined in Vendor Location.
- Currency Code
- Select the currency code for the
requisition.
A currency code cannot be selected if the Vendor or Purchase From fields are blank.
- Buyer
- Select the user-defined buyer code that was defined in Buyer.
- Tax Code
- Select the tax code used to determine if this item is taxable when purchased at this location and to extract the tax data from the tax file based on this tax code.
- Taxable
- Select the check box to indicate that this
item is taxable when it is purchased for this location.
Select the check box to indicate that this item is taxable when it is purchased for this location. Clear the check box to indicate that this item is exempt (default value).
- Sourcing Event Required
- Select whether Strategic Sourcing is required. For Strategic Sourcing users, if you select this check box, you
bypass the purchase order processing for the requisition and create
a sourcing event.
By selecting required at the requisition header level, it is the default value for any lines added to the requisition.
To select Required, Strategic Sourcing must be implemented.
Clear this check box to use normal purchase order processing for the requisition.
Requisition cannot be used to send a requisition to Strategic Sourcing if the Vendor field is populated with a value that originated on Vendor Default Hierarchy. Instead, clear this check box and use Manage Purchase Requests to send the requisition to Strategic Sourcing.
- Comment Code
- Select a previously defined comment that applies to the entire requisition.
- Bill Code
- Select the type of bill code for the requisition.
- Click Save.