Requested Items (Add/View) Subtask

Use this subtask to add or view requisition line information.

What Should Be Ordered?

Field	Description
Line	This field displays the system-assigned requisition line number. This number increases sequentially as you add requisition lines, and is used to track the number of lines on a requisition.
Item	Use this field to enter, or use to select, the identification code of the item to be requisitioned. You must enter an item or miscellaneous type code for each requisition line. If data automatically displays in this field based on the requisition type you selected, this field may or may not be editable.
Rev	Use this field to enter, or use to select, the revision number of the item to be requisitioned. The revision ID must be associated with the part you selected. The revision number represents engineering or design modifications for the part selected. When an item is manually entered, the last revision for that item will be loaded. If your Costpoint validation frequency is set to Record or Application, the last revision will not load immediately if an item is manually entered. If data automatically displays in this field based on the requisition type you selected, this field may or may not be editable.
Misc Type	Use this field to enter, or use to select, the requisitioned line charge type for miscellaneous lines. A miscellaneous type is only valid (and required) for lines in which no item has been specified. If data automatically displays in this field based on the requisition type you selected, this field may or may not be editable.
Description	This field displays the description of the data you entered in the Item or Misc Type field. You may not be able to edit the description for a part, good, or service, contingent upon the settings in the Allow Modifications to Description on PO/Requisition Lines group box on the Configure Product Definition Settings screen. If data automatically displays in this field based on the requisition type you selected, this field may or may not be editable.
Procurement Type	This field is editable only if the Allow Procurement Type Change at Line check box is selected on the Other Rules and Defaults tab of the Manage Purchase Requisition Types screen. Costpoint populates the fields by default with the procurement code entered in the Additional Information group box of the requisition main screen. Use this field to enter, or use to select, the procurement type code. The description of the procurement type displays in the adjacent field.
Part Security	This field is visible only if the Use Part Data Security Controls check box is selected on the Configure Product Definition Settings screen, which indicates that the item is subject to data security restrictions, as defined in the International Traffic in Arms Regulations (ITAR) or the Export Administration Regulations (EAR). If enabled, this field displays one of the following values to indicate whether the item you are accessing is subject to part data security restrictions and whether you have the necessary authorization to access information for that item: Unrestricted: The item is not subject to data security restrictions. Restricted: The item is subject to data security restrictions and that you are authorized to access detailed part information. ***UNAUTHORIZED***: The item is subject to data security restrictions and that you are not authorized to access or view part information. This value is displayed in red background color. Note: If you are unauthorized to access parts or revisions that are subject to data security restrictions, then you will not be able to create or edit requisition lines for that restricted part/revision. In addition, you will not be able to view Line Documents, Substitute Parts, and Manufacturer/Vendor part information for those restricted items. The features in this release relating to Part Data Security are intended to assist your company in achieving ITAR compliance. However, it is each company’s responsibility to confirm that it is meeting its obligations with respect to ITAR or other applicable requirements. Deltek does not warrant that use of this functionality will result in compliance.
Additional Description	Use this field to enter additional detail to describe the data in the Item or Misc Type field.

How Much Should Be Ordered?

Field	Description
Quantity	Use this field to enter the requested quantity for this requisition line. This field is optional if you entered a service or a miscellaneous type.
Unit of Measure	Use this field to enter, or use to select, the units of measure code for the requisitioned quantity on this line. This code will default from the item order U/M or the line charge type U/M. This field is optional if you entered a service or miscellaneous type.

Services Period of Performance

Field	Description
Start Date	Use this field to enter, or use to select, the starting date for this requisition line's period of performance.
End Date	Use this field to enter, or use to select, the ending date for this requisition line's period of performance.

What is the Estimated Cost?

Field	Description
Unit Cost	Use this field to enter the estimated unit cost of the requisitioned item. This field is optional if you entered a service or a miscellaneous type.
Extended Cost	Use this field to enter the extended cost amount for this requisition. This amount should only be manually entered if a quantity has not been entered for this line; otherwise, it is automatically calculated from the unit cost and quantity.
Sales Tax/VAT	This field displays the estimated sales tax/value-added tax amount. This value represents the total estimated sales tax associated with the part, good, or service for all lines on the requisition. The sales tax rate is calculated from the designated Ship To field's ship ID code.
Total Cost	This field displays the estimated total cost of the requisition line (including taxes).

Is There Any Additional Information?

Field	Description
Suggested Vendor	Use this field to enter, or use to select, the ID of the suggested or preferred vendor for this requisitioned item. The vendor name displays in the adjacent, field. Data may default into this field based on the requisition item you select.
Vendor Part	Use this field to enter, or use to select, the vendor part number for this item. Costpoint loads this field from the Manage Alternate Parts screen if a preferred vendor part was assigned for this part.
Rev	Use this field to enter the vendor part revision number of the item being requisitioned. Costpoint loads this field from the Manage Alternate Parts screen, if a preferred vendor part was assigned for this part.
Manufacturer	Use this field to enter, or use to select, the manufacturer ID associated with the requisitioned item. The manufacturer name displays in the adjacent field. Costpoint loads this field from the Manage Alternate Parts screen if a preferred vendor part was assigned for this part.
Manufacturer Part	Use this field to enter, or use to select, the manufacturer part number. Costpoint loads this field from the Manage Alternate Parts screen if a preferred manufacturer part was assigned for this part.
Rev	Use this field to enter, or use to select, the manufacturer part revision number. Costpoint loads this field from the Manage Alternate Parts screen if a preferred manufacturer part was assigned for this part. Costpoint also loads the revision based on the manufacturer's part selected.
Ship To	Use this field to enter, or use to select, the ship ID address to which the items will be delivered. This information loads from the main screen.
Deliver To	Use this field to enter the name or location to which the requisitioned item is to be delivered. This information loads from the main screen.
Additional Notes for Buyers	Use this field to enter additional information relevant to this requisition. These notes are copied to the internal notes section of the PO line. They do not print on the purchase order.

Subtask

Subtask	Definition
Charge Numbers	Select this link to view the Charge Numbers subtask, where you can add or view requisition charge number detail.