ASSIGN REQUISITIONS TO BUYERS

Use this screen to view or assign buyer codes at the requisition line level.  This screen is non-editable for requisitions with an approval status of "Pending," "In-Approval," or "Approved," and no buyer ID previously assigned.

Default Assignment Date

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

Default Target Place Date

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

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. Leave this checkbox empty to display only those requisitions that have not been assigned to a buyer.

Table Window

Requisition

This column displays the requisition ID.

Req Rev

This column displays the requisition revision, if one exists.

Req Date

This column displays the date on which the requisition was created.

Buyer

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

Assignment Date

The Default Assignment Date displays from the header portion of this screen, but can be changed.

Target Place Date

Enter the date by which this requisition should generate a purchase order. The Default Target Place Date displays from the header portion of this screen, but can be changed.

Procurement Type

Enter, or use Lookup to select, the procurement type code that classifies this requisition. Lookup displays the procurement types in the Procurement Types screen in Costpoint Purchasing.

Requisitioner Name

This column displays the name of the requisitioner.

Total Req Amount

This column displays the total estimated requisition amount.

Approval Process

This column displays the approval process code of the requisition.

Status

This column displays the approval status of this requisition.

Trans Currency

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

Export Code

Use the drop-down box in this field to flag the requisition for eProcurement download, only if you are licensed to use the eProcurement applications in Costpoint Product Interfaces in the Others folder. Be sure to review the settings in the Download Requisition Information application so that requisition data is properly downloaded.

• No Export – Select this option so that the requisition is not flagged for eProcurement or Prolog download.  However, requisitions can be included in either download process based on the settings in the Download Requisition Information screen.

• EProcurement – Select this option to flag the requisition as an eProcurement requisition.  If the Download only eProcurement Reqs checkbox is selected in the Download Requisition Information screen under the eProcurement menu (in Costpoint Product Interfaces), the requisition will be included in the eProcurement download process.

• Prolog – Select this option to flag the requisition as a Prolog requisition.  If the Download only Prolog Reqs checkbox is selected in the Download Requisition Information screen under the eProcurement menu (in Costpoint Product Interfaces), the requisition will be included in the Prolog download process.

Export Date

This field displays the date in which the requisition information was exported to  eProcurement or Prolog.

Assign Lines

Select this pushbutton to open the Assign Lines subtask, which you can use to assign additional buyer data to the individual requisition lines.

Appr Process

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