Creating requesting locations, companies, and requesters for RSS

If you use the Inventory Control solution to issue items, then you must define at least one requesting location, at least one company, and at least one requester in the Requisitions solution.

Use this information and the details in the Supply Management Setup and Administration Guide to complete this setup:

• Requesting Locations

  A requesting location can be used to create Issue, Direct Transfer, or Intransit Transfer transaction types from the inventory location.

• Company

  On Inventory Company, determine the Approval Type that is required for the requisition when a requisition reaches a specified threshold.

  • Header Approval
  • Line Approval
  • No Approval Required
• Requesters

  A requester initiates demand for materials, supplies, and so on.

  On the RSS tab on Inventory Company, you determine that tasks that will default to all users. You can also set a field that restricts the catalog search to specific criteria:

  • Contracts Only
  • Internal Only Yes, No, or Item Location Setup

  On the Main tab on Requesters, determine the type of approval that is required for requisition headers:

  • Header Approval
  • Line Approval
  • No Approval Required
  • Default From Requesting Location Or Company

  If a company does not have a display option set globally, a requester can still set a display option on Requesters.