Wiki source code of Requisition Accounting

Last modified by Admin User on 2023/06/30 10:26

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1.1	1	== Requisition Accounting Default ==
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	3	PECOS P2P will automatically apply an account code combination to every line on a requisition for each user. Some defaults are mandatory and others are optional and they will take precedence as follows:
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	5	1. User Profile – Default Business Rule Group. Every user will have a default account code combination based on their membership of a Business Rule Group. If a user is to be a requisitioner a default account code is mandatory. (see Business Rule Groups)
	6	1. Procurement Card. Procurement cards can optionally have an account code value assigned to them. When a procurement card is applied as the default payment method, PCard accounting will take precedence over Business Rule Group accounting. (see Procurement Cards)
	7	1. Category Code. Where category accounting is optionally set (assigning an account code to a Commodity /UNSPSC code), this will take precedence over both Procurement Card and Business Rule Group accounting. (see Product Category Codes)
	8	1. Buy-For User. When a Buy-For User is selected, the default account code combination of the buy-for user will populate the requisition and take precedence over //all// other accounting defaults. The accounting permissions available to the requisitioner after the selection of a buy-for user, will be limited to the business rule group permissions of the buy-for user only.
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	10	A user is allowed to manually override default accounting at any time before the submission of a requisition through the Requisition, Order or Line Item level financial tracking screens.
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	12	Any accounting value that is ‘//forced// default’ from procurement card or commodity accounting is non-editable by the requisitioner.
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	14	It must be remembered that any accounting changes derived from manual changes or procurement card selections, performed prior to the selection of a buy-for user, will be lost upon the selection at requisition level of a buy-for user.