Template / cost Center question

If she started a new, non template order, it would default with the cost center she's signed in under. However, if she has a template set up under her user ID and it is hard coded to be the other cost center, that's the one it would use.

We get around this by not setting the templates up to the user level. We create them only as far as the requesting location. Then, when our users choose their requesting location, they get only those templates that are coded for that location in their location shopping listing.

Michelle

Also, check the Accounting Unit tab on your default rules setup in PO01.4. If you have Requesting Location set as a higher priority than Template Line, the cost center defaulted in RQ01 will override what is hard coded on the template line. I like to set up our templates with AU from Req Loc = Y on the line and participants restricted to requesting locations. But this is a problem if the end user wants to be able to maintain their own templates with Template Maintenance in RQC.

Hi Jon,

 Req loc is set higher than template line.

Since that's our set up (not sure if that's the ideal set up) does that mean our user's set up to order from multiple locations, will need to manually key in the Req location each time they log into RQC, if they intend to use a template?

Also, I was trying to attach a Word document with a couple of screen shots and I'm getting a file type is not allowed message. Have you guys had any issues with file attachments in guru??

 

Yes, if you don't want the supplies to be charged to the default Req Loc's AU in this instance the requester will have to change the requesting location prior to selecting the template.

My belief that best practice would be to set the template line at a higher priority than the requesting location and set the template lines to default the AU from the req loc instead of hard coding it on the line, unless the item is something that should be charged to specific AU all the time. For example our IV solutions are always charged to Pharmacy and our specimen cups are always charged to the Lab so those get hard coded. In your case here it sound like you want the items to be charged to 100733 regardless so you would hard code the lines for that template - sounds like they probably already are.

Have not had any issues uploading documents but haven't tried today.

We have req loc over template as well. It means that the users must create a req per location. When they first log in, they change the location on the Profile (Req header) and then navigate to templates.

This ensures the req loc on the pick ticket is correct as well as the accounting unit on the line.

Users must create a req per location in any case. In a lot of cases we want the template to drive the GL code. Besides the examples I used above our SPD has many items that are kept in SPD but charged to Maternity, the OR or our day surgery center. If the AU on the req loc overrode the template they would have to go into each item and make sure the correct cost center was applied.

Not sure this is an answer to the template issue, but I set up requesters in RQ04 that can purchase for more than one cost center without giving them a default requesting location. This forces the requester to choose the requesting location every time they place an order, but it has helped decrease items being accidentally charged to the wrong account unit if the requester places their order with the same requesting location they have set as their default.