Accounting Preference Considerations for Cross-Subsidiary Requisitions
There is a special consideration for the Class, Department, and Location classification fields if the following features and accounting preferences are enabled:
|
Classification Fields |
Enabled Features (Company) |
Accounting Preferences (General) |
Accounting Preferences (General) |
|---|---|---|---|
|
Class |
Class |
Allow Per-Line Classes |
Make Classes Mandatory |
|
Department |
Department |
Allow Per-Line Departments |
Make Departments Mandatory |
|
Location |
Location |
Allow Per-Line Locations
Note:
When you enable Multi-Location Inventory, this preference is automatically enabled and hidden. |
Make Locations Mandatory |
Class, Department, and Location (CDL) fields are required under these conditions. However, Centralized Purchasing and Billing allows for CDL fields to be empty when you order requisitions. See the following possible scenarios.
Bulk ordering multiple requisitions:
-
If the purchasing subsidiary is the same as the target subsidiary, the purchase order keeps the CDL information at line level. It does not keep it on the header level.
-
If the purchasing subsidiary is not the same as the target subsidiary, the purchase order keeps the CDL information at line level. However, this is only for the lines that share the CDL information with the purchase order header subsidiary.
Ordering from an individual requisition:
-
If the purchasing subsidiary is the same as the target subsidiary, the purchase order keeps the CDL information at line level and header level.
-
If the purchasing subsidiary is not the same as the target subsidiary, the purchase order does not keep the CDL information at either level.