Assign Lines

This non-editable field displays the requisition line status.

The line status options include "Pending," "In-Approval," "Void," "Approved," "Rejected," "PO Generated," and "Closed."

P - Pending.  This status indicates the requisition is being modified by the requisitioner. This status will exists until the requisitioner submits the requisition for approval or freezes it from further changes, if no approvals are required.

I - In-Approval.  This status indicates the requisition has been submitted for approval and is in the process of being reviewed. You cannot modify requisitions with a status of "In-Approval" in this screen.

V - Void. This status indicates the requisition has been voided and no further processing will occur.

A - Approved. This status indicates the requisition has been approved and can be processed into a purchase order by the buyer in the Process Purchase Requisitions (Materials\Transactions\Purchase Requisitions) screen. You cannot modify requisitions with this status in this screen.

R- Rejected. This status indicates the requisition has been rejected during the approval process (or by a buyer in the Process Purchase Requisitions screen (Materials\Transactions\Purchase Requisitions)) and can be corrected by the requisitioner and resubmitted for approval.

G - PO Generated. This status indicates a purchase order has been created from this requisition, and it cannot be modified.

C- Closed. This status indicates a requisition has been processed by specific applications in the Receiving and Accounting modules. These modules include a "closing" process which, when executed, systematically closes the requisition.

This non-editable field displays the requisition line number.

This non-editable field displays the requisition line type.

Line types include "P" (Part), "G" (Good), "S" (Service), or "M" (Miscellaneous).

Enter, or use Lookup to select, up to 12 alphanumeric characters to identify the buyer responsible for processing this requisition.

The data in the Lookup originates from the Buyers screen (Materials\Configure\Purchasing).

If you selected the Include Assigned Requisitions checkbox, this field displays the ID of the buyer who has been assigned the requisition

Enter, or use Calendar Lookup to select, the assignment date. You must enter this date in the MM/DD/YYYY format.

This information defaults from the primary screen but can be modified, as needed.

Enter, or use Calendar Lookup to select, the target place date.  You must enter the date in the MM/DD/YYYY format.

This date represents the date the buyer should generate the purchase order in order to receive the requisitioned item by the requested date.

This information defaults from the primary screen but can be modified, as needed.

Enter, or use Lookup to select, up to two alphanumeric characters to identify the procurement type code that classifies this requisition.

The data in the Lookup originates from the Procurement Types screen (Materials\Configure\Purchasing).

A procurement type code represents the reason your company has selected a specific vendor from which to purchase a product, good, or service.

"CB" (Competitive Bid) and "SS" (Sole Source), for example, might represent procurement type codes.

You can use procurement types 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.

This non-editable field displays the item code.

The item code serves as an identifier which is specific to this item.

This non-editable field displays the item revision, if applicable, from the requisition line.

The revision number represents engineering or design modifications for the part selected.

This non-editable field displays the miscellaneous line charge type code from the requisition line, if applicable.

This non-editable field displays the item description.

This non-editable field displays the commodity code.

A commodity is a product or service deemed useful and purchasable. Generally, commodity codes are used to group similar parts, goods, and/or services.

This non-editable field displays the status description.

If "A" displays in the Req Line Status field, "Approved" will display in the Status Description field.

This field displays the description associated with the status code.

This non-editable field displays the requested quantity.

This non-editable field displays the units of measure code for the requisitioned quantity that displays on this line.

This non-editable field displays the estimated unit cost.

This non-editable field displays the estimated cost type code.

The estimate cost type is primarily used as a default based on the priority selections in the cost type table in the procurement planning controls.

This non-editable field displays the estimated extended cost.

This non-editable field displays the estimated line charges.

This non-editable field displays the total estimated amount (including sales tax) from the requisition line.

This non-editable field displays the date the item was requested.

This non-editable field displays the planner.

The planner schedules manufacturing orders and determines the availability of materials in order to meet production and sales order demands.

The planner also works with buyers to coordinate and expedite the ordering of materials.

This non-editable field displays the preferred vendor code associated with the requisition line.

This non-editable field displays the preferred vendor quote ID associated with the requisition line.

This non-editable field displays the suggested blanket purchase order ID from the requisition line.

A blanket purchase order typically represents a standard purchase order that you issue to a vendor for products, goods, or services that are needed on a regular basis.

A dollar amount is generally associated with this purchase order type. Once the ceiling or purchase order limit is reached, you must create a new purchase order.

This non-editable field displays the inventory abbreviation code from the requisition line.

This non-editable field displays the manufacturer part number.

This non-editable field displays the manufacturer part revision.

This non-editable field displays the vendor part number for this item.

This field displays the vendor part revision number of the item being requisitioned.

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

This non-editable field displays the shipment identification information.

This non-editable field displays "Y" (Yes) or "N" (No), indicating whether or not this requisition line item will be drop-shipped.

This information is used primarily for sales order transactions. The drop-ship information will allow users to identify which orders were drop-shipped directly to a customer as opposed to being delivered to a company delivery address.

This non-editable field displays the delivery shipment information.

This non-editable field displays the order identification information associated with the requisitioned item.

This non-editable 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.

This non-editable field displays the approval process code.

The approval process code is representative of a selection of specific employees in your company who are authorized to approve requisitions.

Each approval code has specific conditions or restrictions. For example, some approval codes may allow certain employees to modify or correct invalid requisition information, while other approval codes do not allow employees to edit requisitions.

Click on this pushbutton to close or hide the subtask.