Define a requesting location

Select the company number for the location requisitioning items.

Select the location requisitioning items.

Select the company that is the source of the items. This is the default company on the requisition.

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.

Select the location rule. Location rules allow you to define how to source the goods during the allocation process. You can assign location rules at the Requesting Location (RQ01.1), on the Header tab of Requisitions (RQ10.1), or on the Miscellaneous subtab of the Lines tab on Requisitions (RQ10.1).

Select one of these, depending on the type of location you are defining:

• IS for a non-stock location

• DT for a direct transfer stocking location

• IT for an intransit transfer stocking location

If you want Requisitions to default account information when you create requisitions, define the issue account information and select the accounting unit, account, and subaccount information.

For more information on defaulting accounts, visit the Knowledge Base.

If you want Requisitions to default activity information when you create requisitions, select the activity.

For more information on defaulting activities, visit the Knowledge Base.

If you want Requisitions to default account category information when you create requisitions, select the account category.

For more information on defaulting account categories, visit the Knowledge Base.

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 specify ownership by department or requesting location, and to avoid duplicate purchase order numbers where vendors supply purchase order numbers.

If you want Requisitions to default process level information onto purchase orders when you create requisitions, select the process level.

Select the buyer code defined in Buyer (PO04.1). This buyer code defaults on all requisitions for the requesting location and can be overridden when the requisition is created.

Select whether to cancel (kill) unwanted backorders for inventoried items.

Select whether items are taxable or exempt when purchased for this location. Y = taxable, N = Exempt. Defaults to blank (exempt).

If the requesting location participates in one or more stockless price agreements and you want the application to attempt to default costs from the agreements for this location when requisition lines are created, select Yes.

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 also used when extracting tax data from the tax file.

Select whether to create only one purchase order from one requisition.

If you select One Requisition to One PO, then in the Requisition Approval field, you cannot select Line Approval Using ProcessFlow.

Select the approval type for the requisition:

• Header using approval codes

• Header using Infor Process Automation

• Line approval using Infor Process Automation

• No approvals required

For information on Infor Process Automation services affecting the Requisitions application, see the IPA Services for Infor Reference Guide.

Select the status of the requesting location (Active or Inactive). If a requesting location is set to Inactive, you cannot add, change, release, or copy a requisition for that location.

The default is Active.

Click the Attributes button to assign attribute values to a requesting location. The application transfers you to RQ Location Attributes (RQ01.2). For more information, see the chapter on Using Attribute Matrix Attributes.