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    RNeha
    Does Employee (Requestor) Expense account default on...
    Topic posted July 4, 2019 by RNehaBlue Ribbon: 750+ Points, tagged How-To, Orders, Web Services 
    103 Views, 7 Comments
    Title:
    Does Employee (Requestor) Expense account default on PO (in Charge account) when Importing via FBDI?
    Summary:
    Charge Account default from Employee(Requestor) Expense account on PO during FBDI Import
    Content:

    When Importing an expense PO using FBDI Template, if we provide requestor information on the template, will the charge account default from the employee expense account setttings?

    Comment

     

    • Sanket Salve

      Hi Neha,

      According to me, It solely depends upon your charge account rules. PFA screenshot.

      If in the sequence you mentioned that you want to fetch account from 'Employee Charge Account' it will be fetched from that.

      Reg,
      Sanket S

    • RNeha

      when we create the PO manually, it is defaulting charge account as soon as we give requestor.

      But if we try to import via FBDI, it is expecting charge account column to be present.

      • Ivan Pena

        Hi Neha,

        1. What format are you using the provide the requester? Is it being populated on the PO upon import?
        2. Are you getting an error message when running Purchase Import without proving an account? If so, what's the error message?
        3. Thanks,

        Ivan 

    • Gopalakrishna Bulasala

      Hi,

      Adding to above comments, if you didn't not pass charge account details in FBDI system looks for the Purchasing TAB rules and pick the charge account accordingly.

      If your accounting rule conditions satisfies to pick CA from employee charge (expense) account import process will pick it.

       

       

      • RNeha

        when we create the PO manually, it is defaulting charge account as soon as we give requestor.

        But if we try to import via FBDI, it is expecting charge account column to be present.

        • Gopalakrishna Bulasala

          Are you sure? Don't think so distribution tab sheet of PO import FBDI will force charge account.

          Just to reconfirm my point ,  have tried on my test instance without charge account on FBDI template now and Order got imported without any issues and picked charge account from TAB rules.(emp expense account)