Use this subtask to view requisition approval paths.
You can use this subtask to view requisition approval paths, if applicable.
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 most recent requisition revision number.
This value represents the number of times the requisition status shifts from an "R" (Rejected) to a "P" (Pending) status.
When a requisition or requisition line has been rejected, the requisitioner can edit and save the requisition, thereby resetting the requisition status to "P" (Pending) and incrementing the revision number by one.
This value, therefore, is indicative of the number of times the requisition has been submitted for approval.
This field displays the approval sequence number for an approval title.
The requisition approval process is determined by the configuration settings you established in the Requisition Settings screen (Administration\Configure\Materials). Once an approval process is in place, approval titles and other stipulations are associated or linked to each process; in addition, employees can be grouped or categorized by title in order to establish the process by which requisitions can be approved.
Sequence numbers can be associated with each process, thus determining the order by which these groups must review the requisition in order to authorize or reject the item purchase.
For example, sequence "01" might represent the highest priority, while sequence "02" might represent the next priority in the approval path.
If approval titles share the same sequence number, the system will allow users assigned to each approval process to view and approve the requisition concurrently.
If an approval title has a lower sequence number than another approval title in the same approval process, the first approval title's users must approve the requisition before the second approval title's users can approve or reject the requisition.
This field displays the approval title code assigned to the approval process.
You established these codes in the Purchase Requisition Approval Titles screen (Materials\Configure\Purchase Requisitions).
"President," "VP of Finance," "Dpt Mgr," and "Prog Mgr" represent approval titles.
This field displays the approval code that was assigned during the approval process.
The system-defined codes are "P" (Pending), "A" (Approved), and "R" (Rejected).
This field displays the rejection reason description, if applicable.
This field displays the system-assigned date on which the approval status was assigned or changed.
Specifically, this field displays the date on which an "A" (Approved) or "R" (Rejected) approval code was applied to a requisition.
This field displays the name of the employee who gave a requisition its "A" (Approved) or "R" (Rejected) status.
These fields display the employee telephone number.
This field displays the employee telephone extension.
This field displays the approval type assigned to the approval title, indicating whether this approval title requires electronic approval, signature approval, or both.
This field displays the ID of the user who approved the requisition.
This field displays any approval notes an approver has entered to explain the approval/rejection decision.
This field displays the rejection reason an approver references in order to explain a requisition with an approval code of "R" (Rejected).
This field displays the ID of the employee assigned to the approval title action.
This field displays the Validate Against Project Work Force checkbox value for the approval title.
This checkbox displays in the Purchase Requisition Approval Titles screen (Materials\Configure\Purchase Requisitions).
If this field displays "Y," the approver must be part of the project workforce for the project charged on the requisition in order to be eligible to approve the requisition. If this field displays "N," the approver does not have to be part of a project workforce.
The field displays the QC Changes Allowed checkbox value for the approval title.
This checkbox displays in the Purchase Requisition Approval Titles screen (Materials\Configure\Purchase Requisitions).
If you selected the checkbox, "Y" (Yes) displays in this field which indicates the approver can add QC (Quality Control) text information while the requisition is in the approval process. If you did not select the checkbox, "N" (No) displays in this field. The approver will not have the ability to update the QC information.
Select this pushbutton to close or hide the subtask.