Use the Requisition Controls menu to define the characteristics for the Procurement Planning process. Under this menu, you can maintain requisition settings, RFQ settings, and requisition print options. You can also establish and maintain procurement types, requisition rejection reasons, vendor quote award reasons, requisition cost types, requisition approval titles, and requisition approval processes.
Use the screens listed on this menu before creating requisitions, requests for quotes, and vendor quotes, and maintain them whenever you need to change procurement planning parameters.
Use this screen to customize your use of Costpoint Procurement Planning. Some fields will be used as defaults for applications within Costpoint Procurement Planning and other modules within the Materials Management system.
Use this screen to set up the auto-assigning of Request For Quotes (RFQ) IDs and quote IDs. You can also keep track of the last RFQ ID and/or the last quote ID, provided you have enabled auto-numbering.
Use this screen to create user-defined codes to identify procurement types to classify requisitions and purchase orders. 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 generating the requisition line into a purchase order.
Use this screen to create user-defined codes to identify types of vendor quotes.
Use this screen to create user-defined codes to identify reasons for rejection of requisitions during the approval process.
Use this screen to create user-defined codes to identify reasons for awarding vendor quotes.
Use this screen to create user-defined codes to identify requisition estimated cost types.
Use this screen to set up requisition approval titles to be used in the approval processes.
Use this screen to establish requisition approval processes by linking the requisition approval titles previously established.
Use this screen to control how requisitions are printed.