For each business unit defined in ctcLink Purchasing, you establish default information to be used in transaction processing. Depending on the value being defined, the default information can be entered at different levels. Default hierarchies exist throughout ctcLink Purchasing and are set up to reduce the data entry effort. Hierarchical defaults that are set up at higher levels can be left blank by the user or overridden by entering data.

Defaults make the process of entering data quicker and more accurate. ctcLink Purchasing default hierarchies help the user by populating fields with default values that would otherwise have to be entered manually. 

After requisitions have been created from the online entry pages, you can use the Requisition Defaults page to set defaults for requisitions at the individual transaction level.

Requisition Defaults enables you to take the following actions for all future requisition lines:

• Specify default values using the Default option. The application looks for default values specified in the existing hierarchy to populate fields on future lines. If no values are found, it uses the values defined on this page as defaults.
• Specify overriding values using the Override option. The application looks to the values defined on this page to populate fields on the requisition on future lines.
• If you have preexisting defaults defined for Header or Item Defaults and you change any of these values, ctcLink Purchasing enables you to retrofit these changes to existing requisition lines and distributions.

When entering a requisition, you need to specify Header, Line, Schedule and Distribution information. The Distribution information requires you to use a link on the Form page and lower-level pages. During implementation, most of the data required can be set up to flow by default from a higher level in the default hierarchy as shown in this hierarchy diagram.

The highest level at which a default can be set up is the Business Unit level for the Requisition Header and the Item Category for the Requisition Lines. However, most of the requisition defaults are first defined at a lower level, such as the Operator, Requester, Supplier or Item level. When defaults are at both higher and lower levels, the lower-level defaults prevail as default values. However, a user can override any default value during data entry by entering a valid value.

Default values that apply to the majority should be entered at the highest possible level. This helps you avoid entering defaults at a lower level. In case a default has been set at the Business Unit level, the lower level default will prevail when a default is created at that level. Both the Business Unit default and the lower-level defaults that are set up are overridden if a value is entered at the data entry level.

Entering Requisition Defaults at the document level is completed at the header level. 

Navigation:  Purchasing > Requisitions > Add/Update Requisitions

1. The Requisitions search page displays. Enter the Business Unit.
2. Enter the Requisition ID or leave defaulted at NEXT.
3. Select the Add button.  
4. The Requisition page displays. Optional to enter or look up the Requester.
5. Select the hyperlink Requisition Defaults.

6. The Requisition Defaults window displays. Note the Business Unit is carried forward into the Requisition Defaults.
7. Towards the top of the page, under Default Options, the Default radio button is selected. Optional to select the Override radio button.
   • Default: If you select this option, the default values entered on this page are treated as part of the defaulting logic and are only applied if no other default values are found for each field. If default values already exist in the hierarchy, they are used, and the values on this page are not used. 
   • Override: If you select this option, all default values entered on this page override the default values found in the default hierarchy, only non-blank values are assigned.
8. Enter or lookup field values to set future requisition defaults, such as Buyer, Supplier, Unit of Measure, and/or a default ChartString Distribution. Please contact your local Purchasing Department or Finance Supervisor for assistance.
9. Select the OK button to save changes and return to Maintain Requisitions page.

10. The Maintain Requisitions page displays. This Requisition will automatically display the saved defaults, i.e. UOM = 'EA' and any added Distribution lines will populate with the saved ChartString.