Field Descriptions

Table Information

 

Charge Number (Add/View)

What can I do in this subtask?

Use this subtask to add or view requisition line charge number detail. If you select the "Add" option, you can enter charge number detail. If you select the "View" option or the actual "Charge Numbers" text, the information in this subtask may be editable.  

The information in this subtask may or may not be editable contingent upon the parameters/permissions associated with the requisition type coupled with your authority to modify requisitions.

If the information you entered in the Charge Numbers Allocations Allowed field in the Purchase Requisition Types screen (Materials\Configure\Purchase Requisitions) is set to "One Charge Per Reg" for the requisition type you entered in this application, data can be modified in this screen. Charge number information must be defined on the main header screen.

If the information you entered in the Charge Numbers Allocations Allowed field in the Purchase Requisition Types screen (Materials\Configure\Purchase Requisitions) is set to "One Charge Per Reg Line" for the requisition type you entered in this application, data can be modified in this screen but a line cannot be allocated to more than one charge line.

Data in this screen cannot be modified for inventory requisitions.

When should I use this subtask?

You can use this subtask to add or view requisition line charge number detail.

You do not need to access this screen if you want to apply the charge number information supplied in the requisition header to this requisition line.

Field Descriptions

Project

Enter, or use Lookup to select, up to 30 alphanumeric characters to identify the project ID. The data available in Lookup originates from the Project User Flow screen (Projects\Maintain\Project).

Default data is retrieved from the header.

You can modify this data, if the Allow Project Changes checkbox is selected in the Purchase Requisition Types screen (Materials\Configure\Purchase Requisitions) for the requisition type you entered in this screen.

Project Name

This non-editable field displays the name associated with the data in the Project field.

Proj Abbrev

Enter, or use Lookup to select, a project abbreviation to associate with the requisition charges.

The data available in the Lookup originates from the Project User Flow screen (Projects\Maintain\Project).

You can modify this data, if the Allow Project Changes checkbox is selected in the Purchase Requisition Types screen (Materials\Configure\Purchase Requisitions) for the requisition type you entered in this screen.

Account

Enter, or use Lookup to select, up to 15 alphanumeric characters to designate the account ID. The data available in Lookup originates from the Accounts screen (Accounting\Maintain\Accounts).

Default data is retrieved from the header.

You can modify this data, if the Allow Account Changes checkbox is selected in the Purchase Requisition Types screen (Materials\Configure\Purchase Requisitions) for the requisition type you entered in this screen.

Account Name

This non-editable field displays the name associated with the data in the Account field.

Proj Acct Abbrev

Enter, or use Lookup to select, a project account abbreviation to associate with the requisition charges.

The data available in the Lookup originates from the Project User Flow screen (Projects\Maintain\Project).

You can modify this data, if the Allow Account Changes checkbox is selected in the Purchase Requisition Types screen (Materials\Configure\Purchase Requisitions) for the requisition type you entered in this screen.

Organization

Enter, or use Lookup to select, up to 20 alphanumeric characters to designate the organization ID. The data available in Lookup originates from the Organization Elements screen (Accounting\Maintain\Organizations).

Default data is retrieved from the header.

You can modify this data, if the Allow Organization Changes checkbox is selected in the Purchase Requisition Types screen (Materials\Configure\Purchase Requisitions) for the requisition type you entered in this screen.

Organization Name

This non-editable field displays the name associated with the data in the Organization field.

Org Abbrev

Enter, or use Lookup to select, an organization abbreviation to associate with the requisition charges.

You can modify this data, if the Allow Organization Changes checkbox is selected in the Purchase Requisition Types screen (Materials\Configure\Purchase Requisitions) for the requisition type you entered in this screen.

Allocation

Enter the allocation percentage you want to charge to the project/account/organization combination you selected.

Allocated Amount

Enter the allocation amount you want to charge to the project/account/organization combination you selected.

Ref No 1

Enter, or use Lookup to select, the reference data associated with the requisition charges. Reference information is established in the Accounting domain and can be used for reporting purposes.

Default data is retrieved from the header.

You can modify this data, if the Allow Reference Number Changes checkbox is selected in the Purchase Requisition Types screen (Materials\Configure\Purchase Requisitions) for the requisition type you entered in this screen.

Ref No 2

Enter, or use Lookup to select, the reference data associated with the requisition charges. Reference information is established in the Accounting domain and can be used for reporting purposes.

Default data is retrieved from the header.

You can modify this data, if the Allow Reference Number Changes checkbox is selected in the Purchase Requisition Types screen (Materials\Configure\Purchase Requisitions) for the requisition type you entered in this screen.

OK

Select this pushbutton to close or hide the subtask.

Table Information

Changes to this subtask update the RQ_LN_CHG (Requisition Line Charge) table.

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