Requisition Line Item or Summary Distribution Defaults
Requisition distributions can default to Line Item or Summary. The defaults are based on your settings in FIS > Fund Accounting > Purchasing > Directories > Purchasing Parameters screen.
On the purchasing parameters screen (at the very bottom) you'll see that following two options.
- Line Item PO: True/False
- Set to True if you want the distribution to default to Line Item.
- Set to False if you want the distribution to default to Summary.
- Allow Alternate PO Format: True/False
- Set to True if you want to allow users to change from Line Item to Summary or Summary to Line Item.
- Set to False if you want to prevent users from changing the default.
Note that these two options work together.
Line Item PO = True
Allow Alternate PO Format = False
The requisition distribution line will default to a Line Item PO, but users will NOT have the ability to change it to a summary distribution line.
The most common scenario is:
Allow Alternate PO Format = True
This defaults the requisition to Summary, but does ALLOW users to change it to Line Item distributions.