Defining Requesters

Ship To

Select the default ship-to location for the requester. The system uses this value as the ship-to location on all requisition schedule lines created by the requester.

Location

Select the default location for the requester. The system uses this value as the location on all requisition distribution lines created by the requester. This location is the internal final destination of the item once the supplier has delivered it to the organization.

Origin

Select the default origin for the requester. The system uses this value as the origin on all requisition header lines created by the requester.

Currency

Displays the default currency associated with the requester.

Override Auto Item Substitute

Selecting this checkbox will allow the requester to disable auto item substitution on a Requisition Line, if the requestor wishes to retain the current item ID and does not want it to be automatically substituted during sourcing. Additionally, requestors will be able to reject a Substitute Item found by Auto Item Substitution on the online Requisition.

• Selecting this checkbox will enable the ‘Auto Item Substitution’ checkbox on the Requisition Line. The Requester can uncheck this checkbox if they wish to prevent Automatic Item Substitution from occurring on this Requisition Line during the sourcing process. The ‘Override Auto Item Substitution’ will also be available in the Requisition Selection where the Buyer can reset this flag if required. With this checkbox selected, if Auto Item Substitution occurs on a Requisition Line and a Substitute Item is found, the Requester can define whether to prevent the Substitute Item from overriding requested item.

• If the checkbox is not selected, the ‘Auto Item Substitution’ checkbox on the Requisition Line will be auto-selected and deactivated so that the Requester cannot uncheck it. The Buyer will still have the option to deselect this checkbox in Requisition Selection.

Use Only Assigned Catalogs

Select to enable requesters to access only the catalogs relevant to their needs. Use the Catalog Information scroll area to define which catalogs are available to the requester.

Keep these guidelines in mind if the requesters are restricted to using certain catalogs:

• On the Maintain Requisitions - Form page, only those item IDs and categories associated with the requester's assigned catalogs are valid.

• On the Order By Catalog page, Category Search page, and Catalog Hierarchy page, only those catalogs assigned to the requester are available.

• On the Item Search Criteria page, only those item IDs and categories associated with the requester's assigned catalogs are valid.

  In addition, the Search button retrieves only those items associated with the requester's assigned catalogs.

Consolidate with other Reqs (consolidate with other requisitions)

Select if you want requisitions created by the requester to be consolidated during the PO Calculations process (PO_POCALC). The process uses this setting to determine whether the schedule can be consolidated with items from other requisitions.

Price Can Be Changed on Order

Select to enable a buyer to change item prices requested by the requester. If you do not select this check box, you cannot alter item prices on requisitions.

Defaults Inventory BU (defaults inventory business unit)

Select to specify the default inventory business unit to be associated with the item in the requisition distribution. If you do not select this check box, the inventory business unit does not appear by default in the requisition distribution.

Open

Select to indicate that a requisition created by the requester remains in open status when saved. A requisition is not eligible to enter the approval process until an authorized user changes its status to Pending Approval.

Pending

Select to indicate that a requisition created by the requester is assigned a pending approval status and is eligible to enter the approval process when saved.

Card Number

The procurement card number appears that you selected as the requester default on either the Assign Proxies page under the Security menu or the Assign Proxies page under the Cardholder Profile - Card Data page. You can change the procurement card number to another procurement card number. Only the procurement cards that are valid for this requester are available for selection.

Card Type

Displays the card type associated with the procurement card.

Expiration Date

Displays the expiration date for this procurement card.

Use Procurement Card as default payment method on Requisitions

Select this check box if you want to use the procurement card you select on this page as the default payment method when creating a requisition.

Default

Select to designate a default catalog for a requester. Optionally, you can assign any number of catalogs and designate one of them as the requester's default catalog.

When you select this option, the default catalog automatically populates the catalog on the Order by Catalog, Category Search, and View Hierarchy pages.