Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Manage Purchase Requisitions

Use this screen to enter requisitions online and have them approved for purchase order processing without entering Costpoint Purchasing.

Buyers and other purchasing personnel can use the Requisition Processing screen to create requisitions. You can also use this screen to enter new requisition and requisition line information, or to modify existing, non-approved requisitions.

Tabs

This screen contains the following tabs:

  • Header: Use this tab to enter general information for this requisition.
  • Accounting Defaults: Use this tab to enter default accounting settings for this requisition.
  • Other Information: Use this tab to specify additional information you want to use for this requisition, such as delivery, purchase order, taxation, budgeting, and export options.
  • Notes: Use this tab to enter additional information or comments you for this requisition.
  • Assign PO Defaults: Use this tab to establish the default PO and vendor settings for each line on the Requisition Lines table window.
  • Security Requirements: Use this tab to specify the security requirements of any resource that you want to use for this requisition. This applies only to requisitions that have been specified as a subcontractor agreement.  All fields will be cleared and disabled if the requisition is not specified as subcontractor.