Minimum Purchasing Setup for Internal Requisitions
Define Internal Requisition Deliver-To Sites
Purchasing uses locations to identify the final delivery location for both inventory and supplier sourced requisitions. As a requestor, you want to specify the same destination for both purchase and internal requisitions. As a shipping clerk, you are concerned with the final delivery location of the item, regardless whether it is for an internal or external customer. Purchasing and Order Entry / Shipping use location associations to minimize the decisions you need to make when you create internal requests.
Use the Location window to define a location for each site that receives either inventory or supplier sourced material. See: Site Locations. For internal requisition deliver-to locations, you also need to associate the locations with a customer. Use the Customers window to define a Customer and Ship-To site for each deliver-to location. Use the Business Purposes region in the Customers window to associate your internal locations to your customers. See: Assigning a Business Purpose to a Customer Address.
Suggestion: Create an internal customer for each destination organization, and customer ship-to site for each deliver-to location within the destination organization.
Suggestion: Define the same address for the customer ship-to site as the deliver-to location. Order Entry / Shipping prints the ship-to address on the shipping documentation.
Suggestion: Order Entry / Shipping requires both a ship-to and an invoice-to for each order, even though internal order lines are not invoiced. When you define a customer, either make the ship-to address both a ship-to and bill-to business purpose and set the Primary flag to Yes on the business purpose, or assign the ship-to to a bill-to location.
Set Up Internal Requisition Approvals and Security
You set up approval and security rules for internal requisitions just as you do for purchase requisitions. Use the Document Types, Position Controls, and Control Groups windows to set up approval and security options for internal requisitions. See: Setting Up Document Approval and Security
Define Purchasing Options for Internal Requisitions
You need to set up these additional purchasing options to use internal requisitions.
Pick the Order Type you defined in Order Entry / Shipping for internal sales orders. Purchasing uses this type to create sales orders from internal requisitions. See: Defining Internal Requisition Options.
Specify the OrderImport Source you defined in Order Entry / Shipping to use when you transfer internal requisitions from Purchasing to Order Entry / Shipping. See: Defining Internal Requisition Options.
- Enforce Quantity Rounding
In the Purchasing Options window, specify whether you enforce quantity rounding or display advisory messages when you create on-line requisitions using the Requisitions window. See: Defining Control Options
