Line ActionsRequisition/Check Request > Maintenance > Shopping Lists
System Shopping Lists allows the creation of reorder lists or requisitions that can be loaded during requisition entry to automatically repeat requests.
After loading a Shopping list, it can be modified and then submitted.
Fields on the Entry form indicated with a red asterisk require data entry prior to submitting the requisition. User configuration determines which fields are required.
Shop
The shop button is only visible when at least one PunchOut vendor is configured. Clicking this button allows the requester the ability to shop on a vendors web site and then return the shopped items directly to the requisition upon checking out from the vendors web site.
The shopping list button can be used to create a shopping list on the fly or load a previously created shopping list.
Available when users have been provided access to the 'Mass Line Change' Security option.
Enter an identifying description for the shopping list here for ease in selection when multiple shopping lists are available.
From the drop down select the appropriate use for this shopping list; System - available to all users with access to enter requisitions, Department - available to all users within the department selected for the shopping list or User - available to the currently logged in user.
Users will be only be able to create and edit existing Shopping Lists based on their Security options to 'Maintain Department Shopping List' and/or 'Maintain System Shopping List'.
Selected Shopping lists will be visible and available for use during Requisition entry.
If Type is Department a department list will be shown.
To delete the highlighted requisition line, click in the Delete Checkbox and press the Save button on the Entry Toolbar.
System generated sequential number assigned to each line.
This field is only visible when integrated with Microsoft Dynamics GP Project Series and represents the Project Code selected for the line item.
This field is only available and visible with integration to Microsoft Dynamics GP Project Series. Project Series validation is supported, so only cost categories available for the Project Code selected will be allowed for selection.
This field is only available when Intercompany is registered. Enter or select the source company for the requisition line. This is typically the company where the Vendor is setup and will own the resulting transaction line.
This field is only available when Intercompany is registered. Enter or select the target company for the requisition line. This is typically the company that will receive the items on the requisition line.
Type in or select a valid inventory item from the Zoom Window. When the security option for the Item Maintenance is enabled for the user the item label will turn into a hyperlink allowing the user to add/modify the inventory item from this page.
If an Item was selected, the associated description will automatically populate this field. If no item has been selected then the user will have to type in an appropriate description for the line item. This is a required field and is the description that will appear on the Purchase Order sent to the vendor.
Type in the quantity of the item needed.
Type or Select from the Zoom Window the requested Unit of Measure; such as each, box, etc.
Type in the unit Price of the requested item.
If your environment is setup with the WorkPlace Multi-currency interface the field is displayed as a drop down list and another currency code can be selected for the line item. Field display and currency selection can also be affected by user setup.
Total for the line item.
GENERAL TAB
The location of the Department field; header or line will depend on the System Setting. This field will be populated with the Home or default department for the user based on User Security and/or the User Defined Field Template which also determines whether the field is read-only or the user can select from the department list.
Select a valid Site ID From for the active line item. (Only available with Binary Stream Materials Management Interface)
Select a valid LocationSite ID for the line item.
Enter or select a valid Location used Transfer Request lines.
Type in or select from the Zoom window a valid Vendor code.
The Vendor ID will default upon selection of an Inventory Item if a Primary Vendor is defined within Dynamics GP for the Site selected on the Requisition line. When Requisition lines are created from a Catalog Check Out, the Vendor ID will default to the Primary Vendor defined within Dynamics GP for the Site on the user's User Defined Field Template (UDFT). If a default Vendor is assigned to the UDFT, it will take priority over the Primary Vendor.
Type in or select from the Zoom window a valid Vendor Address ID.
Type in or select from the Zoom window a valid Vendor Item.
Upon saving this value will be validated against the Item to make sure the relationship exists, if it does not the user will have to correct it in order to save. When an Item or Vendor Item is selected, the primary Manufacturer's Item will be set by default. If this field is left blank then the Primary item will be defaulted into this field upon save.
Type in or select from the Zoom window a valid Ship to Address.
Type in or select from the Zoom window a valid General Ledger Account number. When Inventory Management is licensed, this field will default based on the GL Posting Code setups for the selected Item.
Select a Priority Code from the drop-down menu. If modified during System configuration, this field label may vary.
This field is defaulted from the Vendor and can be overridden.
Select an Expense Type from the zoom window.
Where the bill for the order is sent to. The default bill to address is the same as your company address.
Check the box to create a drop ship PO.
Check the box to use a blanket PO.
Type in or select from the Zoom Window a valid Organization Code.
Type in or select from the Zoom window a valid Customer ID.
This field is defaulted from the Vendor and can be overridden.
When interfaced with the WorkPlace Vendor Contract module, this field appears on the General tab and toggles with the active requisition line. Type in or select an appropriate Vendor Contract from the Zoom Window.
When interfaced with the WorkPlace Budget module, this field appears on the General tab and toggles with the active requisition line. Type in or select the appropriate Budget for this line item.
When interfaced with the WorkPlace Budget module, this field appears on the General tab and toggles with the active requisition line. The budget apply date will default to the requisition date, if desired, the user can change the budget period application date for this requisition line. The date entered or selected must fall within an appropriate date range established on the WorkPlace Budget.
This field is only available and visible with integration to Microsoft Dynamics GP Project Series to type in or select from the Zoom window a valid Contract.
Type in or select from the Zoom window a valid Tax Schedule. When a Vendor is selected from the Vendor zoom (or upon Save if a Vendor exists but no Vendor Address ID exist on the Requisition Line) the Vendor Tax Schedule will be defaulted from the Address ID specified in Dynamics GP > Vendor Maintenance > Address IDs > Purchase field. When an Address ID is selected from the Vendor Address ID zoom (or upon Save if a Vendor Address ID exist but no Vendor Address Tax Schedule exist on the Requisition Line) the Vendor Tax Schedule will be defaulted from the Vendor Address ID.
This field will only be displayed when the "Only Allow Check Requests within Requisition Entry" System Setting is checked to allow entry of the vendor invoice number for Check Requests.
This field will only be displayed when the "Only Allow Check Requests within Requisition Entry" System Setting is checked to allow the entry or selection of the 1099 box number for Check Requests. This value will default from the Vendor.
Optionally enter a discount amount for the requisition line. The amount extended will be reduced by the amount entered upon save.
Optionally enter a freight amount for the requisition line. The amount extended will be increased by the amount entered upon save.
Optionally enter a miscellaneous charge amount for the requisition line. The amount extended will be increased by the amount entered upon save.
This read-only field will display the calculated tax based on the amount and Tax Schedule selected for the requisition line.
COMMENT TAB
This comment stays within Requisition and also flows over to Purchase Order entry page.
If desired, type in or copy the web site address referencing the item you are requesting.
This comment stays within Requisition and also flows over to Purchase Order entry page.
SHIP TO ADDRESS TAB
Type in or select from the Zoom window a valid Ship to Address.
Name of the Ship To Address.
Contact at the Ship To Address.
Address line 1 of the Ship To Address .
Address line 2 of the Ship To Address .
Address line 3 of the Ship To Address .
City of the Ship to Address.
State/Province of the Ship to Address.
Postal Code of the Ship to Address.
Country of the Ship to Address.
Phone number 1 at the Ship to Address.
Phone number 2 at the Ship to Address.
Fax number at the Ship to Address.
G/L SEGMENT TAB
This tab is available when Advanced Account Lookups is licensed to provide an alternative method of entry for the G/L Account by selecting segment values individually. Each active GL segment that the user has access to will be available for entry or selection. The field labels will be displayed based on the GL Segment setup and when a valid Segment ID is selected, the associated description will be displayed below each field. Valid entries for each field are determined based on the Dynamics GP chart of accounts. Once all segments are populated, the G/L Account field will be updated. If the user selects a G/L account, the G/L Segment fields will be updated automatically.
This tab is available when Advanced Account Lookups is licensed. Each active GL Segment that the user has access to will be available for entry or selection of up to 15 Segment ID values. The field labels will be displayed based on the GL Segment setup. When a valid Segment ID is selected, the associated description will be displayed below each field. Valid entries for each field are determined based on the GL Segment Relationships setup and maintained within GL Segment maintenance.
Line Actions
