Use this subtask to enter information on the requisitions that will be generated by the reorder process.
You can establish a link between an approval process and a system workflow in Costpoint Workflow (in the Others folder) so that, when you initiate the workflow case, for example, the system sends a message to the next approver's user ID when the requisition Status is changed to "I" (In Approval) in the Enter Requisitions screen. Be sure to check with your Costpoint Administrator or Consultant regarding establishing additional workflow settings in Costpoint Workflow.
Use this subtask whenever requisitions are generated by the reorder process.
Enter a starting requisition ID or leave this field blank if auto-assign is on.
Enter, or use Lookup to select, the employee ID of the requisitioner assigned to the requisition.
Enter the date to appear on the requisition lines.
Enter, or use Lookup to select, the planner ID of the requisitioner assigned to the requisition. This planner ID will appear on all generated requisition lines. If the Planner field is not populated, the Planner ID will default (e.g., from the part, inventory project, or the commodity code that is assigned to the purchase order line or requisition line) based on the settings in the Planner Assignment group box in the Production Control Settings screen. For example, if a Planner is assigned to the part in the Planning Part Data screen (in Costpoint Product Definition), and the Part radio button is selected in the Production Control Settings screen, the part's planner ID will default, but can be changed.
Use the drop-down box to select the initial status to assign to the requisition.