Setting up requesters

Access Requesters (RQ04.1).

Define the requisition header default information.

Specify this information:

Requester

Define a requester code.

To tie the requester to more than one approval code, set up more than one requester code.

To enable an inventory location to automatically reorder supplies, specify the program name followed by the requesting location.

For example, specify IC141EMG to set up the emergency location (EMG) as a requester. (Typing the program number aids in determining who or what created the requisition, whether it was system-generated or manually generated.) Location Replenishment Report (IC141) calculates replenishment quantities and directly creates requests. IC141 uses Fixed Order Point (FOP) to replenish inventory from one location to another location. For more information, see the Inventory Control User Guide.

To enable an inventory location to automatically select items to reorder from vendors, specify the program name followed by the requesting location.

For example, specify IC142EMG to set up the emergency location (EMG) as a requester. (Typing the program number aids in determining who or what created the requisition, whether it was system-generated or manually generated.) Replenishment by Requisition PO's (IC142) creates a request for each vendor, purchase from, and replenishment location specified on the Source tab in Item Location (IC12.1). For more information, see the Inventory Control User Guide.

Name

Define a name for the requester code.

Define the basic information about the requester. Select the Main tab.

Specify this information:

Company

Select the company for which you want to define requesters.

Requesting Location

Select the requesting location. This becomes the default requesting location when a requisition is specified using this requester. Leave this field blank to force the requester to select a requesting location when creating a requisition.

Requisition Approval Type

Select the approval type for the requisition:

Header using approval codes
Header using ProcessFlow
Line approval using ProcessFlow
No approvals required

Approval Code

Select the approval code for the requester.

This field is not required if you did not require approvals in the Requisition Approval Type field.

Status

Select the status of the requester. If Inactive, no requisitions can be added by the requester.

Item Entry Code

Decide how you want requesters to search for items by default (by item number, UPC, UPN1, UPN2, NDC, or SKU).

You can specify alternative numbers on the requisition or the item number.

Use Entered Cost Default

If this flag is set to Y (Yes), and a requester manually specifies a cost, the application will default the "used entered cost flag" to Yes. A purchase order can be created if all applicable information is available.

Require Vendor on Special Items

Specify whether to require a vendor be specified for special items. If you select Require Vendor, a requester cannot create a requisition line containing a special item unless a vendor is also specified.

Note: If you have the Strategic Sourcing application, you should set this field to Do Not Require Vendor.

Disable Single RQ to a Single PO

Specify whether the requester is allowed to set the Single Document to a PO field to Yes on Requisition (RQ10.1). If you select Override Not Allowed, the requester cannot add a requisition whose Single Document to a PO field is set to Yes.

Require Commodity Code

Specify whether a commodity code is required for this requester. If you select Required, the requester must specify a commodity code when creating requisition lines.

Allow Unit Cost Override From Vendor Agreements

To let the requester specify a unit cost that will not be overridden by a vendor agreement, select Y (Yes).

Allow Unit Cost Override From Last PO or Last Cost

To let the requester specify a unit cost that will not be overridden by the last unit cost or the last Purchase Order unit cost default, select Y (Yes).

Note: You can set up purchasing classes and assign them to items. You define purchasing classes in Purchasing Class (IC07.1) and assign them to items in Item Master (IC11.1).

To assign one or more purchasing classes, select the Purchasing Classes tab. (Assigning purchasing classes restricts the requester to the assigned purchasing classes.) Specify this information:

Major: Select the major purchase class code. Using this field limits the requester to ordering only items within this major class.
Minor: Select the minor purchase class code. Using this field limits the requester to ordering only items within this minor class within this major class.

To restrict a requester so they can only create requisitions for specific accounting units at a company, select the Accounting tab.

Accounting Unit

Selecting accounting units here limits the requester to using only these accounting units on a requisition. If no accounting units are selected, the requester can create a requisition for any accounting unit at the company on the Main tab.

Optionally, you can select a company in the Dist Company field with a valid intercompany relationship to the company on the Main tab that is used for posting the transaction.

Dist Company

Select the company number used for posting the transaction. A valid intercompany relationship must be defined in General Ledger (GL25.1).

To set up task display options for Infor Lawson Requisition Center, select the Requisition Center tab. Specify this information:

Catalog Search: Specify a number indicating in what order this task displays. If you leave this field blank, the task does not display. If all tasks are left blank, the application looks at the company level.
Template: Specify a number indicating in what order this task displays. If you leave this field blank, the task does not display. If all tasks are left blank, the application looks at the company level.
Express Order: Specify a number indicating in what order this task displays. If you leave this field blank, the task does not display. If all tasks are left blank, the application looks at the company level.
Specials and Services: Specify a number indicating in what order this task displays. If you leave this field blank, the task does not display. If all tasks are left blank, the application looks at the company level.
Punchout: Specify a number indicating in what order this task displays. If you leave this field blank, the task does not display. If all tasks are left blank, the application looks at the company level.
Categories: Specify a number indicating in what order this task displays. If you leave this field blank, the task does not display. If all tasks are left blank, the application looks at the company level.
List Only Contract Items: Select whether to list only items on a contract.
List Only Internal Items: Select whether to list only inventoried items.
Allow Bill To: Select whether the requester is allowed to add or change the Bill To name and address on the requisition header.
Allow Dropship: Select whether to allow the requester to create dropships.

To add contact information for the requester, select the Requester Contact Information tab.

Add the requesters using the Add form action.

Setting up requesters

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