Other Information

Enter, or use Calendar Lookup to select, the default suggested delivery date for the requisitioned item. You must enter the date in the MM/DD/YYYY format.

Select this checkbox if the requisition is for a drop shipment.

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.

Enter, or use Lookup to select, up to 20 alphanumeric characters to designate the ship ID where this requisitioned item is to be delivered.

The data available in the Lookup originates from the Ship ID table. The table information is compiled from the Branch Locations, Vendor User Flow (Materials\Maintain\Vendors), Customers (Materials\Maintain\Customers), and Warehouses screens.

Enter up to 15 alphanumeric characters to identify the default preferred means of shipping the requisitioned item.

Enter up to 25 alphanumeric characters to identify the default person or location slated to receive the shipment.

Enter, or use Lookup to select, up to 12 alphanumeric characters to designate the default preferred vendor ID. This is the vendor you would like to have default onto all new requisition lines as the preferred vendor.

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.

Enter, or use Lookup to select, up to 10 alphanumeric characters to identify the default preferred vendor address.

Enter, or use Lookup to select, up to 10 alphanumeric characters to designate a default suggested blanket purchase order ID.

The data available in the Lookup originates from the Enter Purchase Orders screen (Materials\Transactions\Purchase Orders).

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.

Enter the default purchase order ID to be associated with this requisition.

Enter the default discount percentage that is to be applied to the negotiated purchase order gross unit cost.

This value represents the percent discount that the vendor may offer for volume purchases.

The gross unit cost x the discount percentage equals the extended cost amount.

Use the drop-down box to make a selection.

Your choices in this drop-down box are "Use Item Type Default," "All Items Taxable," and "All Items Non-Taxable."

Use Item Type Default - Use this option to default the tax flag to "Y" or "N," contingent upon whether the item type is a part, good, or service. You defined this setting in the Product Definition Settings screen (Administration\Configure\Materials).

All Items Taxable - Use this option to set all requisition lines to "taxable," regardless of any pre-set defaults.

All Items Non-Taxable - Use this option to set all requisition lines to "non-taxable," regardless of pre-set defaults.

Whether or not the item is taxable may depend on whether this item is a part or good versus a service. Most services, for example, are non-taxable; however, most goods are taxable.

In addition, you may have a government contractor that does not pay sales tax for any items.

Use the drop-down box to make a selection. Your choices are "Yes," "No," and "Released."

This option is currently not in use; therefore, you should set this field to "No."

Use the drop-down box to make a selection. Your choices are "No Export," "eProcurement," and "DCM."

This option is currently not in use.

Select this checkbox to append "GSA" to the end of the requisition number when you print the requisition.

GSA refers to General Services Administration.