Purchase Requisitions (POP settings)

Purchase requisition settings

Find this screen

Open: Purchase Order Processing > POP Utilities > System Set Up > POP Settings | Requisitions.

Use these settings to control:

• Whether supplier and nominal accounts are required when you enter a purchase requisition.
• Whether authorisers can amend purchase requisitions submitted by other people.

Require supplier accounts

• If all your purchase requisitions must have a valid supplier account, then enable Purchase requisition requires a valid Supplier account.

  When you set this option, a purchase requisition cannot be submitted for authorisation until a supplier has been selected.

• If you want it to be optional to specify a supplier account when you enter purchase requisitions, don't select this option.

Require nominal accounts

• If all your purchase requisitions must have a valid nominal account, then enable Purchase requisition requires a valid Nominal account.

  When you set this option, a purchase requisition cannot be submitted for authorisation until a nominal account has been selected.

• If you want it to be optional to specify a nominal account when you enter purchase requisitions, don't select this option.

Restrict nominal accounts to the budget

If you use combined nominal budgets, you can restrict the nominal account list so that you can only choose accounts that are in the selected budget. This means you can't accidentally select a nominal account that isn't related to the combined nominal budget.

• To restrict nominal accounts to the combined nominal budget, enable Nominal account is included in the chosen Combined Nominal Budget.

  Note: To set this option, you must first select Purchase requisition requires a valid Nominal account.

• If you want to select nominal accounts that aren't in the combined budget, don't select this option.

Allow authorisers to amend requisitions

Use this option if you want authorisers to be able to amend purchase requisitions and submit them. Using this option should be taken with care, as an authoriser could edit a purchase requisition and then authorise it themselves.

• To allow authorisers to amend purchase requisitions, enable Purchase requisitions can be amended by their authoriser.

  The authoriser will be able to add or amend lines in the requisition.

• If you don't want to allow authorisers to amend purchase requisitions, don't select this option. The authoriser will only be able to view, authorise or reject the requisition.
• For security, you can check what changes were made to the requisition in the audit log. See Audit log.