Tips:

Line Defaults and Modify Line/Shipping/Accounting

This job aid describes how and when to use Line Defaults and Modify Line/Shipping/Accounting as shortcuts when creating requisitions.

What is a default?

When does it make sense to use a default?

What are Line Defaults?

What is Modify Line/Shipping/Accounting?

When does it make sense to use Line Defaults?

When does it make sense to use Modify Line/Shipping/Accounting?

Can you use both Line Defaults and Modify Line/Shipping/Accounting in the same requisition?

Line Defaults (for non-catalog requisitions only)

Graphic of Line Defaults

Graphic of Category list

Modify Line/Shipping/Accounting (for catalog and non-catalog requisitions)

Graphic of 3. Review and Submit page

Modify Line/Shipping/Accounting (Catalog Requisitions)

Graphic of Modify Line/Shipping/Accounting window

Modify Line/Shipping/Accounting (Non-Catalog Requisitions)

Graphic of Modify Line/Shipping/Accounting window

Graphic of Category list

    1. After entering values, click Apply button
    2. Select the appropriate option from the Distribution Change Options page:
      • All Distribution Lines - Default(s) or values applied to all line items in the requisition
      • Matching Distribution Lines - Default(s) or values applied to only line item(s) that have been selected
      • Replace Distribution Lines - Use to correct or change a previously applied default or value to line item(s) that have been selected
    3. Click OK