Requisition Settings

Select this radio button to enter requisition numbers manually, as buyer assigned.

If you select this option, you must enter the requisition number before you save the requisition.

This option is the system default.

Select this radio button to have the system automatically assign a requisition number after you save the requisition.

If you selected the System radio button, you must enter up to 10 alphanumeric characters to identify the last requisition number issued at requisition processing.

You must enter this value before using Costpoint to generate new requisitions.

The system will increase the number of the last requisition by one.

If you are not currently using a requisition system, the starting requisition number can be zero. If you change a number manually in the Enter Requisitions screen (Materials\Transactions\Purchase Requisitions), the number you enter will not update this field.

To have requisitions printed in correct numeric order, you must select a ceiling number not to exceed 10 digits. For example, if the highest number desired is "9999999999," enter zero as "0000000000;" or if the highest number desired is "RQ-9999," and the last requisition number used was "RQ-124," enter that number as "RQ-0124."

The Last System Req Number is always incremented from the right and only if the rightmost character is numeric (rather than alpha). For example: "RQ594123" becomes "RQ594124;" "RQIDABCD9" becomes "RQIDABCD0;" "9999999999" becomes "0000000000;" "RQ9999999A" is not incremented.

You should enter sufficient numeric characters to the right to ensure that duplicates do not occur.

It is a good practice to create a numbering scheme that includes the "RQ" (Requisition) prefix; for example, "RQ-12345" or, perhaps, a fiscal year and requisition identifier such as "FYRQ060000."

Select this radio button to assign a "Pending" status to all purchase orders that are created from requisitions.

This designation indicates that a purchase order cannot be received or invoiced against until it goes through the approval process in the Open Pending POs screen (Materials\Transactions\Purchase Orders).

Select this radio button to have all purchase orders that are created from requisitions assigned an "Open" status.

This radio button is the Costpoint default and indicates that a purchase order is eligible for receiving and/or invoicing once it has been generated.

It is a good practice to select this option to allow simplicity of requisition maintenance for buyers.

Select this checkbox to allow the requisitioner to change the QC (Quality Inspection) Insp Reqd value for a part.

You must leave this checkbox blank to prevent the requisitioner from overriding this flag.

"QC Inspection" indicates that you require the acceptance and/or rejection of parts to be a function that is separate from receiving.

Generally, it is not a good practice to select this option.

Select this checkbox to allow the requisitioner to change the Source Insp Reqd value for a part.

You must leave this checkbox blank to prevent the requisitioner from overriding this flag.

A government/customer source inspection normally requires the vendor to obtain approval from a government/customer inspector before material can be shipped.

Generally, it is not a good practice to select this option.

Select this checkbox to allow the requisitioner to change the Cert Conf Reqd value for a part.

You must leave this checkbox blank to prevent the requisitioner from overriding this flag.

A Certificate of Conformance is a legal document certifying that the materials conform to certain specifications and requirements.

Generally, it is not a good practice to select this option.

Select this checkbox to require that all quote IDs entered for requisitions pre-exist in the Vendor Quotes table.

If you do not select this checkbox, you can enter any user-defined quote ID for the requisition.

This setting is only applicable if you are using the Enter RFQs by Vendor screen (Materials\Transactions\Vendor Quotes).

Select this radio button to require the requisitioner or purchasing personnel to assign the buyer ID to the requisition/requisition lines before a purchase order can be created.

Select this radio button to assign the buyer ID to the requisition lines by project and/or account/organization combinations.

You can assign buyers by project/account/organization in the Buyers screen (Materials\Configure\Purchasing).

Select this radio button to assign the buyer ID to the requisition/ requisition lines by the commodity code designated for the item.

You can assign buyers by commodity codes in the Commodity Codes screen (Materials\Configure\Items).

Select this radio button to assign the buyer ID to the requisition/ requisition lines by the item type (part, good, or service) or miscellaneous type description.

You can assign buyers by part, good, or services in Parts User Flow, Goods User Flow, or Services User Flow screens (Materials\Maintain\Items), respectively.

Generally, it is a good practice to select this option.

Select this radio button to assign the buyer code based on the preferred vendor assigned by the requisitioner.

You can assign preferred vendors to buyers in the Buyers screen (Materials\Configure\Purchasing).

If you select this checkbox, you can combine different requisitions assigned to the same vendor and buyer into one purchase order.

If you do not select this checkbox, you cannot combine requisitions.

Generally, it is a good practice to select this option.

Select this radio button to have requisition lines with the same item ID automatically grouped on one requisition.

Generally, it is a good practice to select this option.

Select this radio button to have requisition lines assigned to the same buyer automatically grouped on one requisition.

 

Select this radio button to have requisition lines with the same commodity code automatically grouped on one requisition.

 

Select this radio button to have requisition lines charged to the same project ID automatically grouped on one requisition.

 

Select this radio button to have requisition lines with the same preferred vendor ID automatically grouped on one requisition.

 

Select this radio button to have requisition lines with the same planner ID automatically grouped on one requisition.

 

Select this radio button to have requisition lines created from the same sales order or manufacturing order automatically grouped on one requisition.

 

Select this radio button to prevent signature or electronic requisition approval processes from being used.

If your company has no approval process in place, you should select this option only.

If you select this option, requisitions will be approved after the requisitioner completes them.

If it is your company has an approval process in place, it is a good practice to select this option to promote ease of requisition generation.

Select this radio button to have the requisition approval process code (entered in the Approval Process field) load to all requisitions/requisition lines.

You should select this option if your company has an existing approval process in place.

When you enter new requisitions in the Enter Requisitions screen (Materials\Transactions\Purchase Requisitions), the Approval Process field will default with the approval process code entered here, and cannot be changed.

You should only use this process if it is your company's business practice to do so.

Select this radio button to require the requisitioner to assign the approval process code to the requisition/requisition lines.

You should select this option if your company has an existing approval process in place.

If you populate the Approval Process field below, this code will default into the Approval Process field when the requisitioner enters new requisitions/requisition lines in the Enter Requisitions screen (Materials\Transactions\Purchase Requisitions), but can be changed for pending or rejected requisitions/requisitions lines.  

You should only use this process if it is your company's business practice to do so.

Select this radio button to have the approval process code assigned to the requisition/requisition lines by project or account/organization combinations.

You should select this option if your company has an existing approval process in place.

The project approval process will override the account/organization approval process if they are different.

You can perform the actual approval process setup by project/account/ organization in the Purchase Requisition Approval Processes screen (Materials\Transactions\Purchase Requisitions).

You should only use this process if it is your company's business practice to do so.

Select this radio button to have the approval process code assigned to the requisition/requisition lines by item types on the requisition lines.

You should select this option if your company has an existing approval process in place.

You can perform the actual approval process setup by item in the Approve Purchase Requisitions screen (Materials\Transactions\Purchase Requisitions).

Enter, or use Lookup to select, the approval process code to be added to all new requisitions and/or requisition lines when they are added to the system.

You should select this option if your company has an existing approval process in place.

This option is available only when you have selected the Global or Manual radio button.

You can enter approval process codes in the Approve Purchase Requisitions (Materials\Transactions\Purchase Requisitions).

You should only use this process if it is your company's business practice to do so.

Select this radio button to have the approval process performed at the requisition level.

Approvers can approve or reject entire requisitions.

 

Select this radio button to have the approval process performed at the individual requisition line level.

Approvers can approve or reject individual requisition lines.

 

Enter the minimum amount by which the requisition/requisition line must increase during requisition processing before the buyer will be warned that a requisition needs re-approval.

The system compares the negotiated amounts entered for each of the requisition lines to the estimated costs of the original requisition.

 

Select this checkbox to allow the buyer to begin maintenance of the requisition information before the approval process has been completed (the requisition status is "In Approval").

If you do not select this checkbox, the buyer will not be able to begin maintenance of the requisition until the requisition is approved.

Select this checkbox to include requisitions in the over budget validation process.

When you select this checkbox, you must release requisitions using the Calculate Over Budget Transactions process.

You must leave this checkbox blank to exclude requisitions from the over budget validation process.