Use the fields in this tab to designate project, account, and organization defaults.
If, for example, all of the requisition lines will be charged against the same (POA) project/account/organization combination, you can enter the details of that information in this tab.
As you enter requisition lines, this accounting data will automatically display on each purchase order line created from the corresponding requisition line.
Use the fields in this tab to enter default (POA) project/account/organization information for requisitions.
(PAO) project/account/organization information is assigned to inventory abbreviations in the Inventory Projects screen, and can be replaced for requisition lines when you change the defaults in this subtask.
The (PAO) project/account/organization combination must exist in the Organization Elements (Accounting\Maintain\Organizations) screen, and the account/organization information must be assigned to the buyer in the Buyers screen (Materials\Configure\Purchasing).
Costpoint validates the (PAO) project/account/organization combination to ensure its validity.
Enter, or use Lookup to select, up to 30 alphanumeric characters to identify the default project ID.
The data available in the Lookup originates from the Project User Flow screen (Projects\Maintain\Project).
The system will validate this data to ensure its "active" status. The project name displays in the adjacent, non-editable field.
Enter, or use Lookup to select, up to six alphanumeric characters to identify a default project abbreviation code.
The data available in the Lookup originates from the Project User Flow screen (Projects\Maintain\Project).
Enter, or use Lookup to select, up to 15 alphanumeric characters to identify the default account ID. The account name displays in the adjacent, non-editable field.
The data available in the Lookup originates from the Accounts screen (Accounting\Maintain\Accounts).
The system will validate that the account ID selected is active, is not a summary account, and that the account allows charging for the fiscal year, period, and subperiod on this requisition.
Enter, or use Lookup to select, up to six alphanumeric characters to identify the project account abbreviation.
The data available in the Lookup originates from the Project User Flow screen (Projects\Maintain\Project).
Enter, or use Lookup to select, up to 20 alphanumeric characters to designate the default organization ID. The organization name displays in the adjacent, non-editable field.
The data available in the Lookup originates from the Organization Elements screen (Accounting\Maintain\Organizations).
The system will validate that the organization ID you selected is active, and that the account/organization combination allows charging for the fiscal year, period, and subperiod on this requisition.
Enter, or use Lookup to select, up to six alphanumeric characters to identify the default organization abbreviation code.
Enter, or use Lookup to select, an inventory abbreviation code.
REF 1
Enter, or use Lookup to select, the default reference information.
Reference information was established in the Accounting domain and can be used for reporting purposes.
Enter, or use Lookup to select, the default reference information.
Reference information was established in the Accounting domain and can be used for reporting purpose
Changes to this screen update the RQ_LN (Requisition Line) and RQ_LN_ACCT (Requisition Line Accounts) tables.