Use this screen to define purchase requisition types. A purchase requisition type may represent a user-defined category associated with a purchasable item; it may also represent the actual project to which a purchasable item is charged.
This screen works in conjunction with the Enter Quick Purchase Requisitions screen (Materials\Transactions\Purchase Requisitions). The purpose of this application is to establish requisition types and associate data entry rules and default data with each. For example, you can associate projects, accounts, buyers, procurement types, and an approval process with specific requisition types. As you enter records in the Enter Quick Purchase Requisitions screen - contingent upon the requisition type you select - default data will populate the corresponding fields, thus reducing data entry and complexity.
This screen also allows you to indicate whether certain fields in the Enter Quick Purchase Requisitions screen are editable. For example, you can use the Allow Project Changes, Allow Account Changes, Allow Org Changes, Allow Inventory Abbrev Changes, Allow Reference Number Changes, Allow Procurement Type Change at Header, and Allow Procurement Type Change at Line check boxes to specify the edit status of these charge account fields. This allows administrators to control what data is entered by the user for different types of purchases.
You must use this screen to define requisition types prior to using the Enter Quick Purchase Requisitions screen (Materials\Transactions\Purchase Requisitions).
Enter, or use Query to select, up to 10 alphanumeric characters to designate the requisition type ID.
When you save the record, all the selections made in the screen are stored with the requisition type ID. Later, you can retrieve the requisition type record using the Query option.
Enter up to 30 alphanumeric characters to indicate the requisition type description.
Select this checkbox to designate the requisition type record as "active," thus making it eligible for use in the Enter Quick Purchase Requisitions screen (Materials\Transactions\Purchase Requisitions).
Select this checkbox to designate the requisition type record as the default record to be used in the Enter Quick Purchase Requisition Types screen (Materials\Transactions\Purchase Requisitions). Only one requisition type can be flagged as the default requisition type per company.
Although you can override this selection, it will load as the default requisition type for all records you enter in the Enter Quick Purchase Requisitions screen.
The stipulations you designate in this tab will be associated with the requisition type you defined in the Requisition Type ID field. If you link a requisition type to a requisition record in the Enter Quick Purchase Requisitions screen (Materials\Transactions\Purchase Requisitions), the default data you establish in this tab will display in the corresponding fields of the requisition. You can modify the default data, based on the "edit permissions" you specify in this tab.
Select this checkbox to indicate that a project must be entered for requisitions assigned this requisition type.
If you select this checkbox, for instance, you must enter a project in order to save the purchase requisition, if you associate the record with this requisition type.
Select this checkbox to indicate that requisitions assigned this type are intended for inventory purchases only. If not checked, you will not be able to enter lines for inventory on requisitions assigned this type.
If selected, the following requisition type fields will be disabled: Project Required, Allow Project Changes, Allow Account Changes, Allow Org Changes, Project, Project Abbreviation, Account, Project Acct Abbreviation, Organization, Org Abbreviation, Default Misc Type, Org Default Rule, Item Entry Rule, and Require Quantity. If this checkbox not selected, the Inv Abbrev, Warehouse, and Allow Inventory Abbrev Changes fields will be disabled.
Use the drop-down box to make a selection. Your choices include "Project Owning Org," "Requisitioner's Home Org" and "Screen Default."
If you select "Project Owning Org," the org will default based on the project charged. If you select "Requisitioner’s Home Org," the home org of the requisitioner will default, or else the requisition type’s org will default.
Your selection designates the process for determining how organizations will default, based on requisition charge numbers.
Select this checkbox to indicate that you can override the requisition type's default project ID on this requisition.
If you select this checkbox, you can modify the data in the Project and Project Abbreviation fields in the Enter Quick Purchase Requisitions application (Materials\Transactions\Purchase Requisitions) if you associate the requisition with this requisition type.
Select this checkbox to indicate that you can override the requisition type's default account ID on this requisition.
If you select this checkbox, you can modify the data in the Account and Project Acct Abbreviation fields in the Enter Quick Purchase Requisitions screen (Materials\Transactions\Purchase Requisitions) if you associate the requisition with this requisition type.
Select this checkbox to indicate that you can override the defaulted org ID on this requisition.
If you select this checkbox, you can modify the data in the Organization and Org Abbreviation fields in the Enter Quick Purchase Requisitions screen (Materials\Transactions\Purchase Requisitions) if you associate the requisition with this requisition type.
Allow Inventory Abbrev Changes
Select this checkbox to indicate that you can override the requisition type's default inventory abbreviation ID on this requisition.
If you select this checkbox, you can modify the data in the Inventory Abbrev field in the Enter Quick Purchase Requisitions screen (Materials\Transactions\Purchase Requisitions) if you associate the requisition with this requisition type.
Allow Reference Number Changes
Select this checkbox to indicate that you can override the requisition type's default reference numbers on this requisition.
If you select this checkbox, you can modify the data in the Ref No 1 and Ref No 2 fields in the Enter Quick Purchase Requisitions screen (Materials\Transactions\Purchase Requisitions) if you associate the requisition with this requisition type.
Charge Numbers Allocations Allowed *
Use the drop-down box to make a selection. Your choices include "One Charge Per Req," "One Charge Per Req Line" and "No Limit."
Your selection indicates the number of charges you can enter per requisition.
One Charge Per Req - this designation indicates you can enter information in the header of the screen but cannot charge information at the line level. The header charge information will be applied to all lines for that requisition.
One Charge Per Req Line - this designation indicates you can enter information in the header but are allowed to change the charge number for a specific requisition line.
No Limit - this designation indicates you can enter information in the header but are allowed to change the charge number for that specific requisition line. This designation also indicates that a requisition line can be allocated to multiple charge numbers.
Enter, or use Lookup to select, up to 30 alphanumeric characters to designate the default project ID. The project name displays in the adjacent, non-editable field.
The data available in Lookup originates from the Project User Flow screen (Projects\Maintain\Project).
Enter, or use Lookup to select, up to six alphanumeric characters to identify a default project abbreviation code. The data available in 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 Lookup originates from the Accounts screen (Accounting\Maintain\Accounts).
Enter, or use Lookup to select, up to six alphanumeric characters to identify a project account abbreviation. The data available in 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 Lookup originates from the Organization Elements screen (Accounting\Maintain\Organizations).
Enter, or use Lookup to select, up to six alphanumeric characters to identify the default organization abbreviation code.
Enter, or use Lookup to select, up to six alphanumeric characters to identify the inventory abbreviation for which this item is being requisitioned.
The data available in the Lookup originates from the Inventory Projects screen.
This field will be hidden if the inventory requisition checkbox is not selected.
Enter, or use Lookup to select, the default reference information. Reference information is established in the Accounting domain and can be used for reporting purposes.
Enter, or use Lookup to select, the default reference information. Reference information is established in the Accounting domain and can be used for reporting purposes.
* A red asterisk denotes a required field.
Select this link to open the Other Rules and Defaults tab, where you can enter additional default data.
Changes to this screen update the RQ_TYPE (Requisition Types) table.