Use this subtask to view detailed information specific to requisitions that have been generated into purchase orders.
Purchase order numbers, receipts, and voucher histories can be displayed in this subtask.
This screen displays nine additional subtasks which can be used as follows:
Use the PO Hdr Detail subtask to view purchase order header information.
Use the PO Line Accts subtask to view purchase order account information.
Use the PO Line Text Codes subtask to view purchase order line text.
Use the PO Line Notes subtask to view purchase order line notes.
Use the PO Line Charges subtask to view purchase order line charges.
Use the Receipts/Status Updates subtask to view purchase order receipt and status information.
Use the Open Vchrs Ln subtask to view open voucher details.
Use the Vchr Hist Ln subtask to view voucher line history.
Use the Vend Returns subtask to purchase order vendor returns.
You can use this subtask to view information pertaining to purchase order line detail, as needed.
This field displays the requisition ID.
The requisition ID is a unique alphanumeric combination used to identify the requisition. This alphanumeric combination is used throughout Costpoint to identify or reference the requisition.
This field displays the requisition status.
System-defined status types include:
P - Pending. This status indicates the requisition is being modified by the requisitioner. This status will exist until the requisitioner submits the requisition for approval or freezes it from further changes, if no approvals are required.
I - In-Approval. This status indicates the requisition has been submitted for approval and is in the process of being reviewed.
V - Void. This status indicates the requisition has been voided and no further processing may occur.
A - Approved. This status indicates the requisition has been approved and can be processed into a purchase order in the Process Purchase Requisitions screen (Materials\Transactions\Purchase Requisitions).
R- Rejected. This status indicates the requisition has been rejected during the approval process or rejected by a buyer in the Process Purchase Requisitions screen (Materials\Transactions\Purchase Requisitions). A requisition with this status can be corrected and resubmitted for approval.
G - PO Generated. This status indicates a purchase order has been created from this requisition. A requisition with this status cannot be modified.
C- Closed. This status indicates a requisition has been closed by the buyer. This status may represent a requisition that has been partially converted into a purchase order; it may also represent the status of a requisition that has been cancelled prior to purchase order creation.
This field displays the requisition transaction currency code.
This field displays the requisition line number.
This field displays the line status.
System-defined status types include:
P - Pending. This status indicates the requisition is being modified by the requisitioner. This status will exist until the requisitioner submits the requisition for approval or freezes it from further changes, if no approvals are required.
I - In-Approval. This status indicates the requisition has been submitted for approval and is in the process of being reviewed.
V - Void. This status indicates the requisition has been voided and no further processing may occur.
A - Approved. This status indicates the requisition has been approved and can be processed into a purchase order in the Process Purchase Requisitions screen (Materials\Transactions\Purchase Requisitions).
R- Rejected. This status indicates the requisition has been rejected during the approval process or rejected by a buyer in the Process Purchase Requisitions screen (Materials\Transactions\Purchase Requisitions). A requisition with this status can be corrected and resubmitted for approval.
G - PO Generated. This status indicates a purchase order has been created from this requisition. A requisition with this status cannot be modified.
C- Closed. This status indicates a requisition has been closed by the buyer. This status may represent a requisition that has been partially converted into a purchase order; it may also represent the status of a requisition that has been cancelled prior to purchase order creation.
This field displays the order type.
The system-defined types are "Purchase Orders," "Blanket Orders," and "Release Orders."
This field displays the purchase order number.
This field displays the release number, if the order pertains to the release of a blanket order.
"Purchase Orders," "Blanket Orders," and "Release Orders" represent system-defined order types.
This field displays the purchase order line number.
These fields display the vendor ID.
The vendor is responsible for supplying quote or price information for the requested items.
This field displays the vendor name.
This field displays the vendor location.
This field displays the vendor address.
This field displays vendor quote information.
If the vendor quote was awarded, "Y" displays in this field. If the vendor quote was not awarded, "N" displays in this field.
This field displays the line type.
Line types include "P" (Part), "G" (Good), "S" (Service), or "M" (Miscellaneous).
This field displays the line status.
System-defined line status types include:
P - Pending. This status indicates the purchase order line is being reviewed.
O - Open. This status indicates the PO line is open and can be received or vouchered.
V - Void. This status indicates the PO has been voided and no further processing will occur.
S - System Closed. This status indicates the PO line has been fully received or fully vouchered, depending on 2 or 3-way matching.
C- Closed. This status indicates a purchase order has been manually closed by the buyer.
This field displays the unit of measure specific to the item on this purchase order line.
This field displays the order quantity specific to the item on this purchase order line.
This field displays the transaction currency code specific to the item on this purchase order line.
This field displays the gross unit cost specific to the item on this purchase order line.
This field displays the discount percentage specific to the item on this purchase order line.
This field displays the net unit cost specific to the item on this purchase order line.
This field displays the extended amount specific to the item on this purchase order line.
This field displays the sales tax/VAT (value-added tax) amount specific to the item on this purchase order line.
This field displays the line total amount specific to the item on this purchase order line.
This field displays the date by which the requisitioner is required to have the item.
This field displays the date by which the requisitioner would like to receive the item.
This field displays manufacturer part number.
This field displays the manufacturer revision number.
This field displays the vendor part number.
This field displays the vendor revision number.
This field displays "Y" (Yes), if the line can be generated into a purchase order. This field displays "N" (No), if the line (at this point) is not ready to be generated into a purchase order.
This field displays the date the purchase order was generated.
This field displays information indicating to whom the line item should be delivered.
This field displays the planner ID assigned to the purchase order line.
The planner schedules manufacturing orders and determines the availability of materials in order to meet production and sales order demands.
The planner also works with buyers to coordinate and expedite the ordering of materials.
This field displays the warehouse ID for the purchase order line, designating the location the item will be delivered.
This field displays the ship ID for the purchase order line.
This field displays the amount received, specific to the purchase order line.
This field displays the quantity received, specific to the purchase order line.
This field displays the amount rejected, specific to the purchase order line.
This field displays the quantity rejected, specific to the purchase order line.
This field displays the posted-G/L quantity, specific to the purchase order line.
This field displays the posted-G/L amount, specific to the purchase order line.
This field displays the order amount, specific to the purchase order line.
This field displays the accepted amount, specific to the purchase order line.
This field displays the accepted quantity, specific to the purchase order line.
This field displays the vouchered quantity, specific to the purchase order line.
This field displays the vouchered amount, specific to the purchase order line.
This field displays the original due date.
This field displays the inventory unit of measure, specific to the purchase order line.
This field displays purchase order line notes.
This field displays purchase order header text.
This field displays the rejected payment amount.
Certificate of Conformance Required
This field displays the Certificate of Conformance indicator. The response indicates whether or not a Certificate of Conformance is required.
If "Y" (Yes) displays in this field, the Certificate of Conformance is required. If "N" (No) displays in this field, the Certificate of Conformance is not required.
This certificate is a legal document issued by the vendor, which certifies that the material conforms to certain specifications and requirements.
This field displays the QC (Quality Control) inspection indicator. The response indicates whether or not a quality control inspection is required upon receipt of the requisitioned item.
If "Y" (Yes) displays in this field, the quality control inspection is required. If "N" (No) displays in this field, the quality control inspection is not required.
This field displays the source inspection required indicator. The response indicates whether or not a government source inspection is required.
If "Y" (Yes) displays in this field, a government source inspection is required. If "N" (No) displays in this field, a government source inspection is not required.
A source inspection normally requires the vendor to obtain approval from a government inspector before shipping any material.
Select this pushbutton to close or hide the subtask.
Select this link to open the PO Hdr Detail subtask, where you can view detailed header information for the purchase order line.
Select this link to open the PO Line Accts subtask, where you can view line account information for the purchase order line.
Select this link to open the PO Line Text Codes subtask, where you can view line text code details for the purchase order line.
Select this link to open the PO Line Notes subtask, where you can view purchase order line notes.
Select this link to open the PO Line Charges subtask, where you can view line charges for the purchase order line.
Select this link to open the Receipts/Status Updates subtask, where you can view receipt and status information for the purchase order line.
Select this link to open the Open Vchrs Ln subtask, where you can view all open voucher lines for the purchase order line. Open vouchers are vouchers that have not been posted to the General Ledger.
Select this link to open the Vchr Hist Ln subtask, where you can view voucher history information for the purchase order line. You can use this subtask to view voucher information for posted vouchers.
Select this link to open the Vend Returns subtask, where you can view vendor returns for the purchase order line.