Use this screen to customize your use of Costpoint Procurement Planning. Some fields' values are used as default values for applications within Costpoint Procurement Planning and other modules within Materials Management.
Set up this function when initializing Costpoint Procurement Planning and maintain it whenever you need to change the control parameters.
Use the options in this group box to select the method you want to use for numbering your purchase requisitions. The system-defined types are as follows:
This radio button is the Costpoint default and indicates that you must enter the requisition number before you can save the requisition.
This radio button is currently unavailable.
Select this radio button to have the system automatically assign a requisition number when you save a requisition. You can manually change a requisition number in the Enter Requisitions screen.
If you selected the System radio button, you must enter the last requisition number issued, up to 10 alphanumeric characters, before using Costpoint to generate new requisitions. The system will increase the number of the last requisition by one. If you are not currently using a requisition system, the starting requisition can be zero. If you change a number manually in the Enter Requisitions screen, the number you enter will not update this field.
To have requisitions printed in correct numeric order, you must select a ceiling number not to exceed 10 digits. For example, if the highest number desired is "9999999999," enter zero as "0000000000;" or if the highest number desired is "RQ-9999," and the last requisition number used was "RQ-124," enter that number as "RQ-0124."
The Last System Req Number is always incremented from the right and only if the rightmost character is numeric (rather than alpha). For example: "RQ594123" becomes "RQ594124;" "RQIDABCD9" becomes "RQIDABCD0;" "9999999999" becomes "0000000000;" "RQ9999999A" is not incremented. You should enter sufficient numeric characters to the right to ensure that duplicates do not occur.
Select the initial PO status to be assigned to purchase orders generated from requisitions. The system-defined types are as follows:
Select this radio button to have all POs that are created from requisitions given a "Pending" status. This indicates that a purchase order cannot be received or invoiced against until it goes through the approval process in the Open Pending POs screen in Costpoint Purchasing or it is changed to "Open PO" status in the Enter POs screen (if allowed in the PO Settings screen) in Costpoint Purchasing.
Select this radio button to have all POs that are created from requisitions given an "Open" status. This radio button is the Costpoint default and indicates that a purchase order is eligible for receiving and/or invoicing once it has been generated.
This selection is currently unavailable.
Select this checkbox to require that all quote IDs entered for requisitions must already exist in the Vendor Quotes table. If you leave this checkbox blank, you can enter any user-defined quote ID for the requisition.
Use this group box to enter the default values for combining requisitions, assigning buyers, and grouping requisitions. The values selected here will default to each new requisition but can be changed there if necessary.
If you select this checkbox, you can combine different requisitions assigned to the same vendor and buyer into one purchase order. If you leave this checkbox blank, you cannot combine requisitions.
Select the method by which buyers will be assigned to requisitions/requisition lines. The system-defined types are as follows:
Select this radio button to require the requisitioner or purchasing personnel to assign the buyer ID to the requisition/requisition lines before a purchase order can be created. Selecting this option also selects and disables the Allow Buyer Override option on this screen.
Select this radio button to assign the buyer ID to the requisition lines by project and/or account/organization combinations. Assign buyers by project/account/organization in the Buyers screen in Costpoint Purchasing.
Select this radio button to assign the buyer ID to the requisition/ requisition lines by the commodity code designated for the item. Assign buyers by commodity codes in the Commodity Codes screen in Costpoint Product Definition.
Select this radio button to assign the buyer ID to the requisition/ requisition lines by the item type (part, good, or service) or miscellaneous type description. Assign buyers by part, good, or service in Costpoint Product Definition.
Choose this radio button to assign the buyer code based on the preferred vendor assigned by the requisitioner. Assign preferred vendors to buyers in the Buyers screen in Costpoint Purchasing.
Select this check box to allow users to enter or override the Buyer in the purchase requisition header and lines, when entering requisitions.
This box is enabled for all buyer assignments, except for manual buyer assignment, in which case this is always selected and disabled. Validations in the Enter Requisition screen level check this setting for the associated company, to determine whether the assigned buyer is editable at the header and line levels.
Use this group box to select the method by which requisition lines will be grouped when generating requisitions from other materials management processes such as the Inventory Reorder Report, Materials Resource Planning (MRP), Materials Planning Schedule (MPS), and Sales Orders. The system will group individual requisition lines into requisitions using the selected type. The system-defined types are as follows:
Select this radio button to have requisition lines with the same item ID automatically grouped on one requisition.
Select this radio button to have requisition lines assigned to the same buyer automatically grouped on one requisition.
Select this radio button to have requisition lines with the same commodity code automatically grouped on one requisition.
Select this radio button to have requisition lines with the same planner ID automatically grouped on one requisition.
Select this radio button to have requisition lines charged to the same project ID automatically grouped on one requisition.
Select this radio button to have requisition lines with the same preferred vendor ID automatically grouped on one requisition.
Select this radio button to have requisition lines created from the same sales order or manufacturing order automatically grouped on one requisition.
Select this radio button to have requisition lines charged to projects with the same netting group ID automatically grouped on one requisition. This selection is currently unavailable.
Use this group box for processing the requisitions through the system.
Select the method by which the approval process will be assigned to requisitions. The system-defined approval methods are as follows:
Select this radio button to prevent signature or electronic requisition approval processes from being used. Requisitions will be approved when the requisitioner completes them.
Select this radio button to have the requisition approval process code (entered in the Approval Process field to the right) load to all requisitions/requisition lines. When you enter new requisitions in the Enter Requisitions screen, the Approval Process field will default with the approval process code entered here, and cannot be changed.
Select this radio button to require the requisitioner to assign the approval process code to the requisition/requisition lines. If you populate the Approval Process field to the right, this code will default in the Approval Process field when the requisitioner enters new requisitions/requisition lines in the Enter Requisitions screen, but can be changed for pending or rejected requisitions/requisitions lines.
Select this radio button to have the approval process code assigned to the requisition/requisition lines by project or account/organization combinations. The project approval process will override the account/organization approval process if they are different. Perform the actual approval process setup by project/account/ organization in the Requisition Approval Processes screen.
Select this radio button to have the approval process code assigned to the requisition/requisition lines by item types on the requisition lines. Perform the actual approval process setup by item in the Requisition Approval Processes screen.
Enter, or use Lookup to select, the approval process code to be added to all new requisitions and/or requisition lines when they are added to the system. This option is available only when you have selected Global or Manual process assignments. Enter approval process codes in the Requisition Approval Processes screen.
Select the level at which approval for the requisition will be performed. You cannot change requisitions approval level options when there are pending, in-approval, or rejected requisitions/requisition lines in the system. The system-defined types are as follows:
Select this radio button to have the approval process performed at the requisition level. Approvers can approve or reject entire requisitions.
Select this radio button to have the approval process performed at the individual requisition line level. Approvers can approve or reject individual requisition lines.
Enter the minimum amount by which the requisition/requisition line must increase during requisition processing before the buyer will be warned that a requisition needs re-approval. The system compares the negotiated amounts entered for each of the requisition lines to the estimated costs of the original requisition.
Select this checkbox to allow the buyer to begin maintenance of the requisition information before the approval process has been completed (the requisition status is "In Approval"). If you leave this checkbox blank, the buyer will not be able to begin maintenance of the requisition until the requisition is approved.
Select this checkbox to include requisitions in the over budget validation process. When you select this checkbox, you must release requisitions in the Calculate Over Budget Transactions screen in Costpoint Budgeting and ETC before they are eligible for approval. Leave this checkbox blank to exclude requisitions from the over budget validation process.
Use this group box to indicate whether the requisitioner can override quality flags in the Enter Requisitions screen.
Select this checkbox to allow the requisitioner to change the QC Insp Reqd value for a part. Leave this checkbox blank to prevent the requisitioner from overriding this flag. QC Inspection means that you require the acceptance and/or rejection of parts to be a separate function from receiving.
Select this checkbox to allow the requisitioner to change the Source Insp Reqd value for a part. Leave this checkbox blank to prevent the requisitioner from overriding this flag. A government/customer source inspection normally requires the vendor to obtain approval from a government/customer inspector before material can be shipped.
Select this checkbox to allow the requisitioner to change the Cert Conf Reqd value for a part. Leave this checkbox blank to prevent the requisitioner from overriding this flag. A Certificate of Conformance is a legal document certifying that the materials conform to certain specifications and requirements.