PO15 Templates

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Bev Edwards
Veteran Member
Posts: 366
Veteran Member
    How do I know where a template item is being charged to?

    Our Respiratory department has a template in their list for another deparmtent and they are concerned that the items from that template (if accessed by the other department) will be charged incorrectly to the wrong department.


    JonA
    Veteran Member
    Posts: 1162
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      If you don't have the accounting unit entered on the template line, look at your accounting unit default rules set in PO01.4.
      Jon Athey - Sr. Supply Chain Analyst - Materials Management - MyMichigan Health
      Max CCMC
      New Member
      Posts: 2
      New Member
        Hello all,
        I've been trying to add a template to RQC but it is not showing there.
        Please advise
        JonA
        Veteran Member
        Posts: 1162
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          How are your participants (PO15.2) set up on the template?
          Jon Athey - Sr. Supply Chain Analyst - Materials Management - MyMichigan Health
          Mike Bernhard
          Veteran Member
          Posts: 101
          Veteran Member

            Participants are required for PO Templates.  

            Open the template in PO15.1, then click on the participants button.  Then ADD one or more participants.  

            You can add participants at the COMPANY, REQ LOCATION or REQUESTER level. (put an "A" in the "FC" column then select the value(s) you want to associate with the template.  Then click the ADD button on the command bar).

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