Buyers and other purchasing personnel can use this screen to provide the additional information required for processing requisition lines into purchase order lines. Buyers can also reject requisitions in the header Approval Process or line Approval Process subtasks. You can modify information previously assigned to the requisition or requisition lines in this screen, and you can link requisition lines to RFQs and quotes obtained for the specified requisitioned item.
Select the requisition lines to be processed in this screen by buyer or approval status. Use Subquery to select and sort requisition lines by item, description, or commodity code. Most of the fields in the Requisition Processing screen are also in the Requisition Processing by Line screen. You cannot add or delete requisition lines in this screen, but you can process them as they exist in the Requisition Processing screen.
Purchasing personnel can use this screen whenever they need to modify a requisition line.
Use the drop-down box to select a buyer and process only those requisition lines assigned to that buyer, or leave this field blank to select, using the Execute pushbutton, all requisition lines based on approval status.
Select the approval status for requisition lines to be processed in this screen.
Select this checkbox to view only requisition lines with an approval status of "A" (Approved).
Select this checkbox to view only requisition lines with an approval status of "I" (In-approval).
Select this checkbox to view only requisition lines with an approval status of "P" (Pending).
Select this pushbutton to load requisition lines for the selected criteria (buyer and/or select status) into the table. Use the Subquery button on the toolbar to narrow the scope of your request.
This field displays the requisition ID for this requisition line.
This field displays the revision for this requisition.
This non-editable field displays the requisition line number.
This field displays on which the date the requisition line was created.
This field displays the item ID for the requisition line and can be modified only if the field is blank. Enter, or use Lookup to select, a new item ID for this requisition line. Establish item IDs (i.e., parts, goods and services) in Costpoint Product Definition.
This field displays by default the latest revision, if you entered a valid Item. If you are using multiple part revisions, you can change this field to another valid revision for that item. If you are not using multiple revisions, you can change the last revision with any value.
This field displays the description for the Item ID or miscellaneous type entered. If changes to descriptions are allowed in the Product Definition Settings screen in Costpoint Product Definition, you can modify the description here but it will not update the Item file.
This field displays the line notes for the requisition line and can be modified. These notes will print on the requisition.
This field displays the internal line notes entered by the requisitioner and can be modified. These notes will not print on the requisition.
This field displays the line type, "P" (Part), "G" (Good), "S" (Service), or "M" (Miscellaneous), for the item specified.
This field displays the miscellaneous type for the requisition line and can be modified. Enter, or use Lookup to select, the requisition line charge type for miscellaneous lines. This field is required for requisition lines with a type of "M" (Miscellaneous).
This field displays the commodity code for the requisition line; you can modify this field only if it is blank. Enter, or use Lookup to select, a new commodity for this requisition line. Establish commodity codes in Costpoint Purchasing and Costpoint Product Definition. You can assign commodity codes to parts, goods, and services in Costpoint Product Definition.
This field displays the value for the Combine with other Reqs checkbox from the Enter Requisitions screen or the Requisition Processing screen, and can be modified. A "Y" (Yes) indicates that requisition lines with the same vendor and buyer can be combined on a purchase order. "N" (No) indicates that requisition lines will not be combined. Note that if you change this flag on a given requisition line, you've changed it for all lines for that requisition.
This non-editable field displays the employee ID of the requisitioner for this line.
This field displays the employee name of the requisitioner for this requisition line.
This field displays the organization ID of the requisitioner for this requisition line.
This non-editable field displays the phone number of the requisitioner for this requisition line.
This non-editable field displays the phone number extension of the requisitioner for this requisition line.
This field displays the procurement type for the requisition line; you can modify this field only if it is blank. Enter, or use Lookup to select, a new procurement type for this requisition line. Procurement types serve two purposes: you can use them to categorize requisition lines and to instruct buyers on how many quotes should be obtained before the requisition line is generated into a purchase order. Enter procurement types in the Procurement Types screen in the Requisition Controls menu.
This field displays the line status for the requisition line and can be modified in certain cases, depending on the stage of the requisition line in the procurement planning process. The system-defined values are:
P - This requisition line is pending approval and is not ready to be processed or sent through the approval process.
I - This requisition line has been submitted for approval and is currently in process.
V - This requisition line has been voided, and no further processing will occur.
The following system-defined status values are non-editable:
A - This requisition line has been approved and can be processed into a purchase order.
R - This requisition line has been rejected during the approval process, and can be corrected and submitted for approval again.
G - A purchase order has been generated from this requisition line and therefore it cannot be modified.
C - This requisition line has been closed by an authorized user, and no further processing will occur.
This field displays the requisition unit of measure for the requisition line, and is required if both a quantity and a unit price are entered on the requisition line.
This field displays the quantity to be requisitioned in the requisition unit of measure for this item. This is a required field for parts and goods but optional for services and miscellaneous lines.
This field displays the estimated cost type for the requisition line and can be modified. Enter, or use Lookup to select, an estimated cost type for this requisition line. Enter cost types in the Requisition Cost Types screen.
The estimated unit cost for the requisition line will display and can be modified. This is a required field for parts and goods but optional for services and miscellaneous lines.
This field displays the estimated extended cost amount calculated by multiplying Est Unit Cost by Qty. You can enter the estimated extended cost amount for services and miscellaneous lines where a quantity and unit price are not entered and no calculation need be performed.
This field displays the line charges for the requisition line. Est Line Charges is the sum total of all line charges entered in the Line Charges subtask for this requisition line.
This field displays the estimated sales tax amount for the requisition line. Est Sales Tax/VAT Amt is the sum total of sales tax/value added tax for the line item and any line charges assigned.
This field displays the taxable status for the requisition line and can be modified. This field applies to any PO line generated from this requisition line.
This field displays the total estimated cost amount for the requisition line. It is the sum of the Est Ext Cost Amt, the Est Line Charges, and the Est Sales Tax/VAT Amt.
This field displays the ship ID for the requisition line and can be modified. Enter, or use Lookup to select, a ship ID for this requisition line. This is a required field for parts, goods, and taxable items.
This field displays the drop ship status for the requisition line and can be modified.
This field displays the date on which the requisitioner requires the line item.
This field displays the preferred vendor for the requisition line; you can modify this field only if it is blank. Assign preferred vendors in the Assign Vendors, the Maintain Parts, and the Alternate Parts screens in Costpoint Product Definition.
Enter, or use Lookup to select, a new preferred vendor for this requisition line if this field is blank. The vendor must not be flagged as a payroll vendor, and its Approval Code must not be "Not Approved." If the vendor has an Approval Code of "Pending," you will receive a warning.
This field displays the name of the preferred vendor.
This field displays the preferred quote for the requisition line; you can modify this field only if it is blank. Enter quote information in the Enter Quotes by Vendor screen and Enter Quotes by Item screen, and assign it to items in the Assign Vendors screen in Costpoint Product Definition. Enter, or use Lookup to select, a new preferred quote for this requisition line.
This field displays the buyer ID for the requisition line; you can modify this field only if it is blank. Enter, or use Lookup to select, a new buyer ID for this requisition line. Maintain buyers in the Buyers screen in Costpoint Purchasing.
This field displays the target place date for the requisition line; you can modify this field only if it is blank. A target place date is the recommended latest date for placing the purchase order, if the requisition line item is to be received by the requested date.
This field displays the date on which this requisition is assigned to a buyer; the current date will default if a buyer was assigned manually.
This field displays the suggested blanket purchase order ID for the requisition line; you can modify this field only if it is blank. Enter, or use Lookup to select, a new suggested blanket PO for this requisition line. Establish blanket POs in the Create Blanket Releases screen in Costpoint Purchasing.
This field displays the inventory abbreviation code for the requisition line and can be modified. Enter, or use Lookup to select, a new inventory abbreviation code for this requisition line. This action will default the appropriate project, account, and organization into the Accounts Distribution subtask.
This field displays the planner for the requisition line and can be modified. Enter planners in the Planners screen in the Production Controls menu in Costpoint Production Control.
This field displays the operation code associated with the manufacturing order for this requisition. If there is a subcontract for the manufacturing order, this field will display "S." You can modify this field.
This field displays the warehouse ID for the requisition line and can be modified. Enter, or use Lookup to select, a new warehouse ID for this requisition line. Establish warehouses in the Warehouses screen in the Inventory Controls menu in Costpoint Inventory. This field will be hidden if you do not have Costpoint Inventory on your system.
This field displays the military specification number for the requisition line and can be modified.
This field displays the national stock number for the requisition line and can be modified.
This field displays the manufacturer ID of the purchased item; you can modify this field only if it is blank. Enter, or use Lookup to select, a new manufacturer ID for this requisition line. Establish manufacturer IDs in the Manufacturers screen in Costpoint Product Definition, and assign them to the item in the Assign Vendors screen in Costpoint Product Definition.
This field displays the manufacturer part for the requisition line; you can modify this field only if the field is blank. Enter, or use Lookup to select, a new manufacturer part for this requisition line. Assign manufacturer parts to the manufacturer ID in the Assign Vendors screen in Costpoint Product Definition.
This field displays the manufacturer part revision, per the assigned manufacturer part, for the requisition line.
This field displays the vendor part for the requisition line; you can modify this field only if it is blank. Enter, or use Lookup to select, a new vendor part for this requisition line. Assign vendor parts to the vendor ID in the Assign Vendors screen in Costpoint Product Definition.
This field displays the vendor part revision, per the assigned vendor part, for the requisition line.
This field displays the shipping method for the requisition line and can be modified.
This field displays the delivery destination for the requisition line and can be modified.
This field displays the order reference for the requisition line, and can be modified if it was not automatically loaded by the system. Depending on the approval settings in the Processes Assignments group box in the Requisitions Settings screen, you may be required to enter an Approval Process code. If the Processes Assignments are Global, the Approval Process selected in this group box will automatically default into the Approval Process field in the table window.
This field displays the order reference type (e.g., sales order, manufacturing order) for the requisition line.
This field is visible only if the Approval Level in the Requisition Settings screen is Requisition Line, meaning that approvals will be performed for each requisition line. The approval process code for the requisition line displays and can be maintained depending upon the approval settings in the Requisition Settings screen. If you enter an Order Reference in this table window and you have selected Global in the Processes Assignments group box in the Requisition Settings screen, the Approval Process selected in the Processes Assignments group box will automatically default into this field.
This field displays the over ship value for the requisition line and can be modified.
This field displays the receipt tolerance percentage for the requisition line if the value in the Over Ship field is "Y." If the Over Ship flag is "Y," a zero percentage entered will not restrict the overship amount or quantity. You cannot make an entry in this field unless you have selected the Use Receipt Tolerance checkbox in the Product Definition Settings screen in Costpoint Product Definition and the Over Ship value is "Y."
This field displays the QC inspection required value for the requisition line and can be modified.
This field displays the source inspection required value for the requisition line and can be modified.
This field displays the value for the requisition line and can be modified.
This field displays the requisition header notes for the requisition line and can be modified. Note that modifying one requisition line will modify all lines of that requisition when you save.
This field displays the date on which the requisition line was entered.
This field displays the date on which the requisition line was approved, if applicable.
This field displays the BOM configuration needed to determine requirements for a specific configuration for this line. Enter BOM configuration data in the Bills of Material Controls menu in Costpoint Bills of Material.
This field displays the industry classification code associated with this requisition line and can be modified. Maintain industry classification codes in Costpoint Product Definition.
This field displays the transaction currency code that is specified for the requisition in the Exchange Rates subtask. All amounts on this screen will be in terms of this currency.
This field displays the sales tax/VAT rate for the sales tax/VAT code that is assigned to the ship ID.
Select this pushbutton to access the Requisition Header Standard Text subtask, in which you can assign established standard text for this requisition.
Select this pushbutton to activate the Approval Process subtask, which displays approval status data for this requisition, and is available when approvals are done at the requisition level.
Select this pushbutton to view and maintain the transaction currency, rate groups, and exchange rates for the requisition. This pushbutton will be disabled if you do not have access to Costpoint Multicurrency.
Select this pushbutton to assign documents to the requisition header. These documents may be pre-established within the Product Definition module or added on the fly by requisition.
Select this pushbutton to assign documents to the purchase order header. These documents may be pre-established within the Product Definition module or added on the fly by purchase order.
Select this pushbutton to access the Account Distribution subtask, in which you can distribute requisition line charges to single or multiple project/account/organization combinations.
Select this pushbutton to view requisition line amounts in both transaction and functional currencies. This pushbutton is enabled if the transaction and functional currencies are different in the Exchange Rates subtask. This pushbutton will be disabled if you do not have access to Costpoint Multicurrency.
Select this pushbutton to access the Requisition Line Standard Text subtask, in which you can assign established standard text for this requisition line.
Select this pushbutton to access the Line Charges subtask, in which you can set up additional estimated charges for a line item.
Use this pushbutton to access the Reference Quotes subtask, in which you can add quote data for a requisition line item, or reference existing vendor quotes that were used by the buyer to source the requisitioned item.
Select this pushbutton to access the Request for Quotes subtask, in which you can create or link a request for quote to this requisition line item.
Use this pushbutton to access the line Approval Process subtask, which displays approval status information for this requisition line, and is available when approvals are done at the line level.
Use this pushbutton to activate the Assign PO subtask, in which you can assign a requisition line to one or more purchase order lines.