Additional AutoCreate Features
Modifying Requisition Lines
Use the Modify feature when you want to split an existing requisition line into multiple requisition lines that represent the same or different items. For example, if the requisition line quantity is so large that a single supplier cannot fill the entire order by the need-by date, then you need to multisource the order (that is, fill it from more than one supplier). On the other hand, if you have a requisition line item that contains parts that you want to order as unique items, you can explode the requisition line into several lines.
Note: After you modify a requisition line, you cannot modify the new requisition line(s) again. You cannot modify requisition lines for outside processing items and when you are using encumbrance accounting or budgetary control.
- In the AutoCreate Documents window, select Modify on the Special menu to display the Modify Lines window with the current requisition line selected. See: Modifying Requisition Lines.
- Enter as many new lines as you need to represent the original requisition line. Purchasing automatically creates new distribution lines and prorates quantities for the new distributions from the original requisition line distributions. Purchasing also backs out requisition supply for the original requisition line and creates new supply for the new lines.
When you return to the AutoCreate Documents window, Purchasing displays the new requisition lines that are now available for placement on a purchase order or RFQ. These lines do not appear, however, if the new requisition lines do not meet your original search criteria. The original requisition line is no longer available for purchase order or RFQ placement, but your requestor can easily review the modification status of a requisition line in the Requisitions window.
Returning a Requisition
Purchasing lets you return a requisition line to the requisition preparer. You might want to return a requisition line if you are unable to obtain the requestor's price and want the requestor to resubmit the requisition for approval at a higher price.
Select Return Requisitions on the Special menu to display the Return Requisitions window. Enter a reason for the return and select OK to return all requisition lines on the current requisition except any lines from the requisition already placed on a purchase order. When you return requisition lines, they are no longer available in the requisition pool.
Automatic Tax Defaulting
If you've set up a tax defaulting hierarchy in the Tax Defaults region of the Purchasing Options window, the appropriate tax names automatically default onto the documents you autocreate. See: Defining Tax Defaults Options.
