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Item Category and Attention To values does not Default on Requisition from Requisition Defaults Page with Override option (Doc ID 2590393.1)

Last updated on SEPTEMBER 23, 2019

Applies to:

PeopleSoft Enterprise SCM Purchasing - Version 9.2 to 9.2 [Release 9]
Information in this document applies to any platform.

Symptoms

Requisition Item Category and Attention To fields are not defaulting from Requisition Defaults when select Override.

When entering a new requisition if no requester defaults or the default Requester is changed the value of 'Attention To' entered on the Requisition Defaults page is not populated on the first schedule line. The category
entered on the Requisition Defaults page is never brought over to the requisition line. This is when using the Defaults Option on the Requisition Defaults page of "Override".

The Attention To value entered on the Requisition Defaults page should populate the Attention To of all schedule lines. The Category value entered on the Requisition Defaults page should populate the Category of all requisition lines.

Setup

1. Log in as VP1
2. Navigation: Set Up Financials/Supply Chain > Install > Installation Options
    Make sure Purchasing is installed and enabled for Commitment Control
3. Navigation: Set Up Financials/Supply Chain > Common Definitions > User Preferences > Define User Preferences
    Click Procurement hyperlink
    Blank out the Requester and Save changes

Steps to Reproduce the Issue

1. Navigation: Purchasing > Purchase Orders > Add/Update Requisitions
    Add a new requisition for business unit US001
    The Requester is blank.
2. Update the blank requester to VP1 which is the user logged into PeopleSoft.
3. Click on Requisition Defaults
    Requisition Defaults prior to any changes.
   Change Default Options to Override.
   Add a Supplier 0000000058
   Add Category ACCESSORIES
   Add Unit of Measure EA
   Add Due Date 
   Add Attention To value
   It did not make any changes to the funding.Click OK
4. Note the Category is still blank.
5. Now fill in the required fields.
   User does not use a catalog so there is no items defined. So does not pick an Item.
   Add a description, quantity, category, and price.
   Click on the Schedule icon
   Note the 'Attention To' on the schedule has the Requester Name not what was put in Requisition Defaults for Attention To.
6. Return to the Main page and add 1 line.
    Again the category is blank.
    Add a description, quantity, category, and price.
   Click on the Schedule icon
   Only the schedule #2 has the Attention To entered on the Requisition Defaults page.
7. Return to the Main page and verify what was originally entered is still in the Requisition Defaults page.
   Press cancel because usually the users are not doing this.
8. Save the requisition
   Check the schedules.
  Nothing changed on save. The first schedule still has the requester's name and the second schedule has what was entered into the defaults page.

The difference persists, the first schedule does not have the Requisition Defaults while the second schedule has the 'Attention To' from the defaults page.

Changes

 

Cause

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In this Document
Symptoms
Changes
Cause
Solution
References


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