Use this optional subtask for assigning header information to the requisition if "Y" is entered in the Create Req column of the selected row in the main screen.
This field displays the manufacturing order ID from the main screen.
This field displays only when a search is executed with the Show Open Subcontract Operations Only checkbox selected. This field displays the labor or subcontractor operation number from the main screen.
This field displays only when a search is executed with the Show Open Subcontract Operations Only checkbox selected. This field displays the step number of the labor or subcontractor operation from the main screen.
This field displays only when a search is executed with the Show Open Subcontract Operations Only checkbox selected. This field displays the code of the labor or subcontractor operation from the main screen.
This field displays the requisition ID from the main screen.
This field displays the status assigned to the requisition either "Pending" or "In-Approval." You can modify this field.
This field displays the current approval process for the requisition/requisition line. This field is required if approval processes are assigned manually (in the Requisition Settings screen in Costpoint Procurement Planning); otherwise, this field is disabled.
This field displays the transaction currency associated with the requisition. In order to support the multicurrency feature of Costpoint Procurement Planning, this application populates transaction amount columns associated with the requisitions created. Data is stored in both currencies.
Transactional and functional currencies are assumed to be the same for the generated requisitions. All currency related columns will still be populated with default values and the Exchange Rates will be 1. Amount columns will therefore have the same values for transactional and functional currencies. You cannot select a different transaction currency or exchange rates to associate with the generated requisitions.
Enter, or use Lookup to select, the employee ID and name of the requisitioner assigned to the requisition line. The MO Planner's employee ID will be defaulted here but can be edited. The employee name will default into the adjacent field.
Enter, or use Lookup to select, the requisitioner's organization ID assigned to the requisition. This will default based on the employee's current organization ID.
The requisitioner's phone, if applicable, is displayed in this field. This will default based on the employee's first phone number.
Enter the ID of the preferred buyer for this requisition/requisition line. This field will be disabled if you have not selected the Manual radio button for the buyer assignment in the Requisition Settings screen in Costpoint Procurement Planning.
Enter the procurement type for this requisition/requisition line.
This field displays the date by which the buyer should generate the PO in order to receive the requisitioned part by the requested date. This field can be edited.
Enter up to 254 characters of header notes to be assigned to this requisition.