Using Requisition Loader Defaults and Overrides

Business Unit

Select the default PeopleSoft Purchasing business unit that will appear on the requisitions. If you want to use multiple business units for the same system source, you must set up a separate Requesting Loader Bus Unit (requesting loader business unit) for each business unit you want to use.

The GL Unit field that displays on this page is the one that is associated with the PeopleSoft Purchasing business unit that you select. The GL Unit field is not available for modification.

Requester

Select the name of the requester that will appear on the requisitions.

Origin

Select the origin default value that will appear on the requisitions.

Ship To

Select the default ship to business unit that will appear on the requisitions. The system will populate this field with the default value assigned to the requester if it isn't specified.

Price Can Be Changed on Order

Select this check box to enable the prices for items to be changed on the requisitions.

GL Unit (PeopleSoft General Ledger business unit)

The PeopleSoft General Ledger business unit appears by default from the PeopleSoft Purchasing business unit that you selected in the Business Unit field. This PeopleSoft General Ledger business unit will appear on the distribution information for the requisitions.

ChartFields

Select the different ChartFields that will appear as defaults on the requisitions.

Asset Information

Click this link to access the Asset Information page where you can enter asset information for the item.

Buyer

Select the buyer for whom to set up requisition loader override information.

Account

Select the account in which you want to override requisition loader business unit settings.

Alt Account (alternate account)

Select an alternate account, if available, for the primary account, which is the buyer for whom to set up requisition loader override information.

Product

Select a specific product for which to set up requisition loader overrides.

Entry Event

Select a value to override any default entry event codes entered at the business unit level or on the Requisition Loader page. Entry events codes are used to generate supplemental accounting entries.

Enable Tolerances

Select this check box if you want to apply tolerances to the requisitions built by the Requisition Loader process.

% Unit Price Tolerance Over (percent unit price tolerance over)

Enter the base price tolerance on a percentage over of the suggested requisition price.

% Unit Price Tolerance - Under (percent unit price tolerance under)

Enter the base price tolerance on a percentage under of the suggested requisition price.

Consolidate with other Reqs

Select to consolidate the loaded requisitions during the PO Calculations process (PO_POCALC). The process uses this setting to determine if the schedule can be consolidated with items from other requisitions.

Auto Load Indicator

Select to indicate that you want requests from the selected loader business unit to be eligible for processing by the Purchasing Requisition Loader process.

This check box setting defines which business units and requests are available for processing in conjunction with the All Business Units and Range of Business Units run types on the Requisition Loader page.

If you do not select this check box, requests from this requesting loader business unit are not loaded.

Inventory Source Flag

Select to indicate that you want any eligible requisition items sourced from PeopleSoft Inventory. Ineligible items include ad hoc items, non-inventory items, and open description items. This check box is unavailable for the requisition system sources for PeopleSoft Order Management (direct shipments).

Default Contract on Req (default contract on requisition)

Select to override the Default Contract On Req setting that is defined at the business unit level on the Business Unit Options page.

ChartField Status

Select the status to be used on requisitions. Values are:

• By Combo Edits (by combination edits): When you run the Purchasing Requisition Loader process, these requisitions will be checked for valid ChartField combinations. If a requisition line has invalid ChartField combinations, the system will log an error message in the error log records defined in the POREQBATCH ChartField combination editing template.

  The system uses the POREQBATCH ChartField combination editing template when it performs the combination edits. This option appears only if Combo Editing is enabled for the business unit.

• Recycled: Select to give all requisition ChartFields a status of Recycled. When you save the requisition or run the PO Calculations process (PO_POCALC), these requisitions will be checked for valid ChartField combinations. If a requisition line has invalid ChartField combinations, the system will generate an exception.

• Valid: Select to give all requisition ChartFields a status of Valid. When you save the requisition or run the PO Calculations process (PO_POCALC), these ChartFields will pass through the system as valid. No combination edit errors will occur.

Open

Select this option to give all requisitions a status of Open when they are loaded.

Pending

Select this option to give all requisitions a status of Pending when they are loaded.

Approved

Select this option to give all requisitions a status of Approved when they are loaded.