This recipe demonstrates setting up purchase requisition order activity and purchase requisition application processing options.
You should set up the order activity rule for purchase requisitions in order to set up the processing option of the Purchase Requisition Entry application P4310.
- Set up the Order Activity Rule for Purchase Requisition on the G43A41 menu.
- Enter the Document Type for purchase requisition as OR, and the Line Type as S.
- Enter Order Activity for Purchase Requisition; the following screenshot shows the standard purchase requisition Order Activity Rule:
- Select Procurement and Subcontract Management | Daily Processing | Stock Based Purchasing | Requisition and Quote Management, and then click the arrow next to Enter Requisitions (P4310).
- Select Values.
- Enter Order Type OR in the Order Type field in the Default tab that exists in the Document Type - All Documents (00/DT) UDC to specify the default value for the order type. The system populates the Order Type field on the Order Header form with this value.
- Enter Line Type S in the Line Type field in the Default tab, to specify how the system processes lines on a transaction. The line type affects the systems with which the transaction interfaces (General Ledger, Job Cost, Accounts Payable, Accounts Receivable, and Inventory Management). The line type also specifies the conditions for including a line on reports and in calculations. You define line types in the Order Line Types program (P40205).
- Enter Beginning Status 100 in the Default tab that exists in the Activity/Status Codes (40/AT) UDC to specify the default value for the beginning status of the order. The value that you enter must already be set up for the order type and the line type that you are using, in the Order Activity Rule.
- Enter 1 in the Line Number Increment field in the 1 - Defaults tab. This tells the system to automatically increase the line number on the order detail line.
- On the Interface tab, enter 1 in the Business Unit Validation, PBCO Warning, PACO Warning, and Quantity Update fields. These are the recommended settings for the Purchase Requisition application:
- On the Duplication tab, enter Duplicate Order Type OR, Beginning Status Code 100, Next Status Code 110, and Copy Selection
- On the Order Inquiry tab, enter 110 in the From Status Code and 999 in the Thru Status Code.
When you set up the Processing Options for P4310 enter requisition, the system distinguishes a requisition by its order type and order activity rules. For example, when you work with a requisition, you usually enter an order type of OR (Requisition Order). The system's working is based on the document types, line types, activity rules, and status codes that you set up in the requisition Processing Options. The system reads the set-up information from Processing Options. When you set up the Processing Option document type OR, the system gets the information from the order activity set-up and processes the purchase requisition as per the order activity set-up. On the Interface tab, you set the quantity update to 1, which indicates that when you enter the requisition, the system will store the item quantity on the Other OP field in the item location table for the location item quantity in the Item Availability Inquiry.
There are some reserved document type codes for vouchers, invoices, and receipts for which the system creates automatic offset entries during the post program.