Infor SCM: Improved Capital Requisitioning Process
December 18, 2020
Infor SCM: Improved Capital Requisitioning Process
We’ve updated the Infor capital requisitioning process with the implementation of Infor for Supply Chain Management at UMMC Downtown Campus, UMMC Midtown Campus and UM Rehab & Ortho Institute. This new capital requisitioning process is effective immediately for all locations using Infor for Supply Chain Management.
What is changing?
Requesters will now use the following Req-Locations when requisitioning for capital projects. The new codes can be found here on UMMSConnect:
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REQ-LOCATION
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NAME
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901C
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CAP: Network/Security/Servers
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902C
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CAP: EPIC
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903C
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CAP: Biomed/Clin Eng
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904C
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CAP: Facilities & Cnstrcn
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906C
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CAP: Periop
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908C
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CAP: Implementation / Other
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909C
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CAP: Telecommunications
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910C
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CAP: Devices
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911C
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CAP: Cerner and Laboratory
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912C
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CAP:3rd Party Clinical InfoSys
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913C
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CAP: Diagnostic Imaging
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914C
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CAP: Business Systems
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915C
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CAP: Revenue & Rates
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Note: Previously used Capital Req-Locations are disabled and unavailable for use.
Capital requisition process change
In a standard requisition, the Req-Locations field is used to automatically populate fields in your requisitions that include what cost center to charge, where the supplier will deliver your goods, and where receiving will deliver the goods once they are received in the Infor application.
In the new capital requisition process, the Req-Locations will NOT automatically populate where the supplier will deliver your goods and where receiving will deliver the goods once they are received in the Infor application.
As such, FROM COMPANY and FROM LOCATION on the DETAIL PROFILE tab should correspond to the physical delivery location for the requisition. You will need to follow the following process:
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Define the FROM COMPANY by typing in or using the search/select option.
NOTE: If the physical delivery location is the same as the users default company, it must be typed in. This can be found on the BASIC tab. It will not appear in the search/selection options.
2. Once the FROM COMPANY is populated, the FROM LOCATION can be selected by searching or can be typed in, if known.
3. Next from the DETAILED PROFILE TAB, populate the COST DEFAULT VENDOR by selecting the vendor. Populate the PURCHASE FROM field.
4. Select the appropriate PO CODE
5. The user must now click on the COMMENTS tab. This will assign a requisition number and populate other fields associated with the requesting location that was selected such as buyer and accounting unit.
6. The user can now proceed with populating other required fields for their Capital requisition. For additional instructions regarding the Infor capital requisitioning process, click here.
What is NOT changing? The Infor Requisition and Approver process. The Authority to Commit (ATC) Policy Flow.
Where can I get more Information? For more information on Infor for Supply Chain Management, go to UMMSConnect on the UMMS Insider.