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Last Post 12/04/2017 9:52 AM by  Sheri
Item expensed to one Department, ordered by many
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Sheri
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11/28/2017 12:48 PM

    Hi, has anyone worked out a process to have a particular item (nonstock) always expense to one department, regardless of which department orders it? I do not want to create a new par location, would like to be able to add an item to multiple areas, but always have the expense default to one particular department.

    Thanks

    Sheri

     

    JonA
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    11/29/2017 8:41 AM

    We do this for quite a few items.  Forms, specimen collection supplies, IV solutions- used by many departments but those departments don't get the revenue so we direct the charges to Radiology or Laboratory or Pharmacy.  We create a GL category (IC04) that codes the issue account to the proper department and assign that to the item in IC12 (and IC81 if ordered on a par).  And if the item is item is on a template we hard code the AU on the template line.  This also means you need to assign those AUs to requesters.

    Jon Athey - Supply Chain Analyst - Materials Management - MidMichigan Health
    Sheri
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    11/29/2017 9:24 AM
    Hi Jon, Thank you! We do use the IC04 for assigning a department, when we do this we do not do anything else in IC81 or PO15. All our items have an IC12 record.
    Are you saying either create a IC04 record and assign to IC12 and add to IC81/po15 ? Or is it, if there is not an IC12 record, then it must be added to IC81 or PO15 ?

    JonA
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    11/29/2017 10:25 AM

    No I think you're correct, the AU will default to the GL category setup for the IC12 record for pars and templates. We just go a little father than we need to probably. So if you're already doing this what's the issue?

    Jon Athey - Supply Chain Analyst - Materials Management - MidMichigan Health
    StephanieD
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    11/29/2017 11:05 AM
    This was covered in October in Infor Communities in the Infor Lawson Supply Chain Mgt group... full discussion at this link...
    http://community.inforxtr...-cost-redirection... My post from that below, as long as your non-stock are setup in IC12 you can use this.
    "We also have a few items like this. For most of our items the attached gl category has the Issues account filled, but the issue account unit is blank so the ordering dept gets charged. But for these few items, we have specific gl categories setup with the Issues account and account unit filled. Along with this, the IC02 setting "use gl category issue accounting unit as default" needs to be set to Yes. Note, if you need to setup a new gl category without the Issues account unit filled, you will temporarily need to change the IC02 setting to No and then change it back."
    Sheri
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    11/29/2017 12:49 PM

    I am trying to avoid setting up another IC04, thought there maybe another option. I am curious about the PO15, have you ever tried to assign an item in a PO15 template to be charged to another item, without using a IC04 set up first in IC12?

     

    Kat V
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    11/29/2017 1:30 PM
    Example Setups on PO15

    RQ01 Acct Unit is 555555
    Item Master Issue Acct is 1111

    If I order the item with Express order, it creates with 555555 1111
    If I populate PO15 line with AU 7777777 Acct 9999 then order from the template, it creates with 7777777 9999
    If I populate PO15 line with AU blank Acct and Acct 9999 then order from the template, it creates with 555555 9999
    If I populate PO15 line with AU 7777777 Acct blank then order from the template, it creates with 777777 1111
    JonA
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    12/01/2017 8:55 AM
    Assigning the AU in PO15 is easy but if the end user uses Express or Search Catalog to order they bypass that AU and it defaults to the RQ01 setup. If there's no AU assigned in RQ01 and no IC12 record for that item in their From Location they'll get an error and have to add the AU.
    Jon Athey - Supply Chain Analyst - Materials Management - MidMichigan Health
    Sheri
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    12/04/2017 9:51 AM

     

     

     

    Sheri
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    12/04/2017 9:52 AM

     

     

    Sheri
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    12/04/2017 9:52 AM

    Thank, that is helpful, appreciate your input.

     

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