Editing the requisition lines

Before releasing, you can edit the requisition lines that you have added to the requisition, as long as the Allow Change to Punchout Line field is set to Yes on PO Vendor (PO10.1).

The requisition line displays the item, quantity, description, unit of measure, cost, currency, and status. The requisition number displays at the top.

Complete these steps to edit the requisition lines:

  1. Within the requisition line list, click the item. Seven tabs are displayed on the working area.
  2. Click the Line Basic tab to edit the general information about the requisition line.
  3. Specify this information:
    Major Purchase Class

    Major purchase class for the line.

    Minor Purchase Class

    Minor purchase class for the line.

    Manufacturer Code

    The manufacturer who made the line item.

    Use Entered Cost

    Select whether the cost is to default or the buyer will override it.

    Cost Option

    Select whether the cost is required, the item is no charge, or the cost is determined by the vendor.

    Note: Click Change to refresh the screen. Clicking the Change button on any tab affects all tabs and goes back to the Line Basic tab.
  4. Click the Line Detail tab to edit detail information about the requisition line.
  5. Specify this information:
    Requested Delivery Date

    The date that the requisition line was requested for delivery.

    Late Delivery Date

    The latest delivery date that is acceptable to the requester.

    Priority

    The allocation priority for the line item, Normal or High. This priority relates to how inventory demand is filled.

    Vendor

    The Accounts Payable vendor for the item that is in the process of requisition.

    Purchase From

    The Purchase From location for the vendor.

    Buyer

    The buyer for this requisition line.

    Taxable

    The tax status for the line (taxable or exempt).

    Inspection Required

    The value indicating whether the line item is to be inspected when it is received.

    Certification Required

    The value indicating whether an item requires certification.

    PO Code

    The purchase order code for the line item.

    Fill or Kill Flag

    The value indicating whether to fill or cancel unwanted backorders for inventoried items.

    Agreement Reference

    The vendor agreement reference number for the line.

    Note: Click Change to refresh the screen.
  6. Click the Line Accounting tab to edit account distribution information for the line.
  7. Specify this information:
    Distribution Code

    Specify the distribution code for the line to automatically create expense distributions for the line.

    Note: If you select a distribution code, then click Change to populate the table.
    Accounting Unit

    The General Ledger accounting unit for the line. Together with the account and subaccount, these make up the location (account) where amounts are stored.

    Account

    The General Ledger account for the line. Together with the accounting unit and subaccount, these make up the location (account) where amounts are stored.

    Subaccount

    The General Ledger subaccount for the line. Together with the accounting unit and account, these make up the location (account) where amounts are stored.

    Activity

    The activity that you will assign to the line. Ensure that you have defined the activity in the Project Accounting application.

    Account Category

    The account category for the line. Ensure that you have defined the account category in the Project Accounting application.

    Distribution Company

    The company number that you will use for posting.

    Asset Template

    The asset template for the line. Ensure that the template is already defined in the Asset Management application.

    Asset Code

    The asset assigned to the line, previously defined in the Asset Management application.

    Percent

    The percentage of the extended value of the line, if the breakdown is by percent.

    Quantity

    The quantity from the line for posting, if distributed by quantity.

    Note: Use the horizontal scroll bar to access the Percent and Quantity fields for multiple distributions.
    Note: Click Change to refresh the screen.
  8. Click the Line User Fields tab to edit purchase order and requisition line date and user fields.
  9. Specify this information:
    PO User Date 1

    A user-defined value for the purchase order header User Date field.

    Note: All the fields on the Line User Fields tab enables you to assign data that you will record on the purchase order or requisition line.
    PO User Date 2

    A user-defined value for the purchase order header User Date field.

    PO User Field 1

    A user-defined value that is set as default to the purchase order line.

    PO User Field 2

    A user-defined value that is set as default to the purchase order line.

    PO User Field 3

    A user-defined value that is set as default to the purchase order line.

    Req Line User Field 1

    A user-defined value that is set as default to the requisition line.

    Req Line User Field 2

    A user-defined value that is set as default to the requisition line.

    Req Line User Field 3

    A user-defined value that is set as default to the requisition line.

    Req Line User Field 4

    A user-defined value that is set as default to the requisition line.

    Req Line User Field 5

    A user-defined value that is set as default to the requisition line.

    Note: Click Change to refresh the screen.
  10. Click the Line User Analysis tab if you use the Strategic Ledger application.
    Note: The Line User Analysis tab is only available if Strategic Ledger is installed and enabled.
  11. Specify this information:
    Distribution Channel

    The user analysis value from Strategic Ledger is used to track the distribution channel in sales transactions, indicating how business is generated. For example, an insurance company can define a channel as insurance agents.

    Product Type

    The user analysis value to track the type of product being sold (for example, term).

    Click Change to refresh the screen. See the Strategic Ledger User Guide.

  12. Select the item to edit from the Requisitions Lines.
  13. Click the Line Comments tab, and then select a comment type.
    Comment type
    Default options classifying the comment.

    • Comments to Print on Internal Documents

    • Comments to Print on Delivery Tickets

    • Comments to Print on Requisitions

    • Comments to Print on Purchase Orders

    • Comments to Print on Pick Lists

    • Comments to Print on Receiving Documents

    • Requisition Line Display Only Comments

    • Invoice Comments

    Alternatively, you can also click on Comment Code link to select a predefined comment code (defined using Comment Codes (PO12.1)).

    To add a comment, perform these steps:
    1. Populate the title and text fields.
    2. Click Add.
    To update a comment, perform these steps:
    1. Click View Comments.
    2. Select the preferred comment.
    3. Change the title or text fields.
    4. Click Update.
    To delete a comment, perform these steps:
    1. Click View Comments.
    2. Select the preferred comment.
    3. Click Delete.
    To copy a comment, perform these steps:
    1. Click View Comments.
    2. Select the preferred comment.
    3. In the Copy comment to list, select the preferred comment type.
  14. You can attach a URL to your requisition, display a URL from an existing requisition, and delete a URL from a requisition.

    • Adding a URL to an existing requisition header:

      1. Go to Attach a URL to the Requisition.

      2. Specify a URL in the Enter a URL text box.

        Note: You must include the http:// in front of your URL; for example, http://www.infor.com

      3. Click Add.

      4. Repeat the last two steps to add multiple URLs to the requisition.

    • Displaying a URL from an existing requisition header:

      1. Go to Attach a URL to the Requisition.

      2. Use the drop-down to select the URL that you want to display.

      3. Click Open.

    • Deleting a URL from an existing requisition header:

      1. Go to Attach a URL to the Requisition.

      2. Use the drop-down to select the URL that you want to delete.

      3. Click Delete.

  15. Click the Line Procedure tab if Allow Display of Procedure Info is set to Y in RQ04.1.
  16. Click the Item Add On Cost tab if RQ04.1 Allow Display of Add-on Charge = 1 – Yes, and to add the cost directly to the requisition line without having to go to the header. The requisition line Add On Cost Spread added will only apply to that specific line.
  17. Specify this information:
    Add On Cost Code
    Specify the Add On Cost Code (defined using Comment Codes (MA08.1)) to automatically create expense or allowance associated to the line.
    Add-On Charge Percentage Rate

    Specify the Add-On Charge Percentage Rate.

    This value is multiplied the line unit cost and the total becomes the unit add-on charge for the requisition line.

    Unit Cost
    Specify the unit cost for this AOC on this item.
    Zero Cost
    Select whether the AOC is zero cost or not.
    Total
    You can specify an AOC amount at this level, or a calculated amount if a unit AOC or AOC percent is specified.
    Taxable
    Select whether the AOC is taxable or tax exempt.
    Add-On Cost Tax
    If the item is taxable, then assign a valid tax code to it. You set up tax codes using Tax Code Master (TX01.1).
    Print on RQ
    Select whether you will print the AOC.
    Distribution Company
    The company number that you will use for posting.
    Accounting Unit
    The General Ledger accounting unit for the AOC line. Together with the account and subaccount, these make up the location (account) where amounts are stored.
    Account
    The General Ledger account for the AOC line. Together with the accounting unit and subaccount, these make up the location (account) where amounts are stored.
    Subaccount
    The General Ledger subaccount for the AOC line. Together with the accounting unit and account, these make up the location (account) where amounts are stored.
    Activity
    The activity that you will assign to the AOC line. Ensure that you have defined the activity in the Project Accounting application.
    Account Category
    The account category for the AOC line. Ensure that you have defined the account category in the Project Accounting application.
    Billing Category
    Select a billing category for the distribution.
    Asset Template
    The asset template for the AOC line. Ensure that the template is already defined in the Asset Management application.
    Asset Code
    The asset assigned to the AOC line, previously defined in the Asset Management application.
    Summary
    Select whether the AOC is summary or not.
    Vendor
    The Accounts Payable vendor for the item that is in the process of requisition.
    Purchase From
    The Purchase From location for the vendor.
    Currency Code
    Use to define and maintain a single currency code for this requisition AOC spread.
    Note: Use the horizontal scroll bar to access the other fields for multiple distributions. Click Change to refresh the screen.