ASSIGN REQUISITION LINES TO BUYERS

Use this screen to assign buyer codes to requisition lines. This screen displays only requisition lines with an approval status of "Pending," "In-Approval," or "Approved" and with no buyer ID previously assigned.

Default Assignment Date

Enter the buyer assignment date for the requisition lines. The system date defaults but can be changed.

Default Target Place Date

Enter the date by which the buyer should generate the purchase orders from the requisition lines.

Include Assigned Requisitions

Select this checkbox to list requisitions that have already been assigned to a buyer along with those that have not been assigned to a buyer, when the Subquery function is used. Leave this checkbox empty to display requisitions that have not been assigned to a buyer. If you select this checkbox, use the Subquery feature to revise the listing.

Table Window

Requisition

This field displays the requisition ID selected to be approved.

Req Rev

This field displays the revision, if one exists, for the requisition ID selected to be approved.

Requisition Date

This field displays the date that the requisition line was created.

Buyer

Enter, or use Lookup to select, the buyer responsible for to processing this requisition line. Enter buyers in the Buyers screen in Costpoint Purchasing.

Assignment Date

Enter the date this requisition line was assigned to the buyer.

Target Place Date

Enter the date by which this requisition line should generate a purchase order.

Procurement Type

Enter, or use Lookup to select, the procurement type code that must be performed for this requisitioned item. Enter procurement types in the Procurement Types screen in Costpoint Purchasing.

Requisitioner Name

This field displays the name of the requisitioner.

Line

This field displays the line number of the requisition line.

Line Type

This field displays the line type code of the requisition line.

Item

This field displays the item ID from the requisition line.

Item Rev

This field displays the item revision from the requisition line.

Description

This field displays the item description from the requisition line.

Commodity

This field displays the commodity code from the requisition line.

Planner

This column displays the planner from the requisition line.

Misc Type

This column displays the miscellaneous line charge type code from the requisition line.

Status

This column displays the status code from the requisition line.

Approval Process

This column displays the approval process code from the requisition line (if approvals are done at the line level).

Requested Qty

This column displays the requested quantity from the requisition line.

Req U/M

This column displays the requisition unit of measure from the requisition line.

Estimated Unit Cost

This column displays the estimated unit cost from the requisition line.

Est Cost Type

This column displays the estimated cost type code from the requisition line.

Est Ext Cost

This column displays the estimated extended cost from the requisition line.

Est Line Charges

This column displays the estimated line charges from the requisition line.

Total Est Cost

This column displays the total estimated amount from the requisition line.

Requested Date

This column displays the requested date from the requisition line.

Inv Abbrev

This column displays the inventory abbreviation code from the requisition line.

Preferred Vendor

This column displays the preferred vendor from the requisition line.

Preferred Quote

This column displays the preferred vendor quote ID from the requisition line.

Manufacturer Part

This column displays the manufacturer part from the requisition line.

Mfg Rev

This column displays the manufacturer part revision from the requisition line.

Vendor Part

This column displays the vendor part from the requisition line.

Vend Rev

This column displays the vendor part revision from the requisition line.

Suggested Blanket PO

This column displays the suggested blanket purchase order ID from the requisition line.

Tax

This field displays "Y" (Yes) or "N" (No), indicating whether or not sales tax will be charged for this requisition line.

Ship ID

This field displays the ship ID from the requisition line.

Drop Ship

This field displays the value "Y" (Yes) or "N" (No), to indicate whether or not this requisition line item will be drop-shipped.

Ship Via

This field displays the ship via data from the requisition line.

Deliver To

This field displays the Deliver To data from the requisition line.

Order Reference

This field displays the order reference ID from the requisition line.

Over Ship

This field displays "Y" (Yes) or "N" (No), indicating whether or not this requisition line item can be overshipped.

Rcpt Tol

This field displays the receipt tolerance percentage from the requisition line.

QC Insp Reqd

This field displays the QC inspection required value from the requisition line.

Source Insp Reqd

This field displays the source inspection required value from the requisition line.

Cert Conf Reqd

This field displays the certificate of conformance required value from the requisition line.

Trans Currency

This field displays the transaction currency code that is specified for the requisition line. All amounts on this screen will be in terms of this currency.

Appr Process

Select this pushbutton to open the Approval Process subtask, which you can use to view a requisition's approval process.