Use this screen to generate complete purchase requisitions from sales order line items. You can create the requisitions for a range of selected pricing projects, catalogs, customers, or sales orders.
You can further refine the creation process by choosing a range of sales order lines and line types that are eligible for requisition generation. You can also include pending sales orders. After the creation process is complete, generated requisitions are available for editing and optional approval in the Enter Requisitions screen in Costpoint Procurement Planning.
Non-inventory sales order lines are eligible for requisition creation if the sales group abbreviation for the line has a valid clearing account. Otherwise, the requisition creation process will reject the sales order line.
You can include inventory sales order line items (designated with a valid inventory abbreviation) in the creation process by selecting the Inventory Part checkbox and deselecting the Floor Stock checkbox in the Planning Part Data screen in Costpoint Product Definition.
If you are using Costpoint Bills of Material or Costpoint Inventory, this screen will include options to search material availability and explode a bill of material into independent line items on the requisition.
Process approved and pending sales orders at any time.
Enter the starting requisition number for the generation and assignment of eligible, sequential requisition numbers. This field defaults from the Last System Req Number field in the Requisition Settings screen in Costpoint Procurement Planning and can be edited.
Enter the requisition date for the generated requisitions, if it is different from the system date default.
Enter, or use Lookup to select, a valid employee ID for the requisitioner in this required field.
Select this radio button to automatically populate the requested date in the generated requisition lines with the due dates from the sales order line items. To calculate the requested date, update the Subtract No of Days field with an appropriate number of days to subtract from the sales order line due date. The requested date is required for the requisition line.
Select this radio button to automatically populate the requested date in the generated requisition lines with the ship-by date from the sales order line items. To calculate the requested date, update the Subtract No of Days field with an appropriate number of days to subtract from the sales order line ship-by date. The requested date is required for the requisition line.
The generation process populates the requested date field in the generated requisition lines with either the due date or the ship-by date from the respective sales order line item. Enter the number of days to be subtracted from the chosen sales order date to calculate the requested date, which will be assigned to the requisitions. The default for the field is zero and can be changed.
Select this checkbox to make the transaction currencies for generated requisitions equal to that of the associated sales orders.
Select this checkbox to include sales order "INV" (Inventory) line types in requisition creation.
Select this checkbox to include sales order "DRP" (Drop Shipment) line types in requisition creation.
Select this checkbox to include sales order "INO" (Invoice) line types requisition creation.
Select this checkbox to include sales order "INT" (In-Transit) line types requisition creation.
Select this checkbox to include sales order "REC" (Recurring) line types in requisition creation.
When you create requisitions for recurring SO line types, the requisition line Notes field will also include the quantity, unit price, billing cycle, and billing period for each SO line (in addition to the corresponding SO line notes), wherever requisition line notes information displays (e.g., in the Enter Requisitions, Approve Purchase Requisitions, and Requisition Status Inquiry screens in Costpoint Procurement Planning).
Select this checkbox to include sales order "MSC" (Miscellaneous) line types in requisition creation.
Select this checkbox to include the sales orders that have been assigned a pending status for requisition creation. Only approved orders are eligible for the creation process. You cannot generate orders with statuses of "In-approval," "Void," "Rejected," "System-Closed," or "Closed" into requisitions.
Select a category by which you want to generate requisitions. Valid options include "Catalog," "Customer," "Project," and "Sales Order." Once you select the method from this drop-down box, use the Range Option to indicate which requisitions will be selected for the Catalog, Customer, Project, or Sales Order range.
Select the range for generating requisitions based on the value in the Select By drop-down box. Valid options include "All," "One," "Range," "From Beginning," and "To End." The default for this field is "All."
This field is active if you selected "One," "Range," or "To End" from the Range Option drop-down box. Enter, or use Lookup to select, a single value/ID or the beginning value/ID for the range.
This field is available if you selected "Range" or "From Beginning" from the Range Option drop-down box. Enter, or use Lookup to select, the ending value/ID for the range.
This field is currently unavailable.
Select this checkbox to enable list mode, with which you can set up multiple range selections for generation. After entering a range option, use the Apply pushbutton to add the option to the list. Select the Remove pushbutton to delete a range option from the list.
This option is available only if you have chosen to generate requisitions for one selected sales order. Enter, or use the drop-down box to select, the range of sales order lines to generate into requisitions. The options in this drop-down box include "All," "One," "Range," "From Beginning," and "To End." The default for this field is "All."
This field is available if you selected "One," "Range," or "To End" from the Range Option drop-down box. Enter, or use Lookup to select, a single order line number or the beginning order line number for the range.
This field is available if you selected "Range" or "From Beginning" from the Range Option drop-down box. Enter, or use Lookup to select, the ending order line number for the range.
Select this checkbox to enable list mode, with which you can set up multiple ranges of line numbers for generation. After entering a range option, use the Apply pushbutton to add the option to the list. Select the Remove pushbutton to delete a range option from the list.
Select this pushbutton to create new requisitions from chosen sales order line items.
Select this button on the toolbar to print a Trial Run report showing the following detail line information: sales order line, requisition number, requisition line, item, revision, description, requested date, and quantity. Print this report as often as necessary to ensure the accuracy of the created requisitions. You can cancel the report generation process at any point; final assignment of requisition numbers occurs only when the generation process is fully completed.
Select this button on the toolbar to create new requisitions from chosen sales order line items. The finalized Create Requisitions from Sales Orders Report is printed showing the following detail line information: sales order line, requisition number, requisition line, item, rev, description, requested date, and quantity. Print this report as often as necessary to ensure the accuracy of the created requisitions. You can cancel the report generation process at any point; final assignment of requisition numbers occurs only when the generation process is fully completed. The requisitions are immediately available for editing or approval in the Enter Requisitions screen in Costpoint Procurement Planning.