Setting up Purchase Requisition Presets (PRP) - Details

  1. Specify this information:
    Item Code
    If the Preset Type is Item, this field contains the specific Item Code.
    Description
    The description.
    Long Description
    Any additional descriptive information you want to maintain for the preset.
    Relative Transaction Period
    This presets the transaction period on the requisition to an absolute value (period format) or a relative value. The following special values can be used:
    • C to preset the period to the current period.
    • C+nnn or C-nnn to preset the period to nnn periods after or before the current period.
    • +nnn or -nnn to preset the period to nnn periods after or before the period on the base line.
    Relative Date Required
    This presets the date on the requisition line to an absolute value (date format) or a relative value. The following special values can be used:
    • T to preset today's date.
    • T+nnn or T-nnn to preset the date to nnn days after or before today's date.
    • +nnn or -nnn to preset the date to nnn days after or before the transaction date on the base line.
    • A suffix of M-Months to add or subtract months.
    • A suffix of N-Net to add and subtract months and adjust to the last day of the month.
    Currency Code
    The code for the currency to be used for Multi Currency users.
    Delivery Address Code
    The address where deliveries are made as defined in Addresses (ADD).
    Delivery Note
    The delivery note details if required.
    Location Id
    The location to be used in the preset.
    Supplier Code
    If the preset is attached to a supplier, this field contains the specific supplier code.
    Purchase Transaction Type
    The purchase transaction type to be used in the preset.
    Account Code
    If the preset is to be attached to an account, this field contains the specific Account Code.
    Buyer Data Access Group
    The Data Access Group to be defined as the buyer Data Access Group.
    Buyer
    The employee to be defined as the buyer.
    Request For
    The employee to be defined as the requester.
    Asset Code
    If the preset is to be attached to an asset, this field contains the specific Asset Code.
  2. Save your changes.