Contents of the Approve Purchase Requisitions Screen

Use the fields and options to configure the Approve Purchase Requisitions screen.

Identification

Field	Description
Requisition	This field displays the identification code for this requisition.
Rev	This field displays the revision of this requisition.
Approval Title	This field displays the approval title for the Approval Seq No assigned to this requisition.
Req Date	This field displays the date on which this requisition was created.
Trans Currency	This field displays the transaction currency code assigned to this requisition in the Exchange Rates subtask. All amounts on this screen are in terms of this currency.
Over Budget	This field displays the over budget status of this requisition: Yes: This indicates that the Over Budget Validation check box in the Configure Purchase Requisition Settings screen is selected. Before the requisition can be approved, you must run the Compute Over Budget Transactions screen in Costpoint Budgeting and ETC. No: This indicates that the Over Budget Validation check box in the Configure Purchase Requisition Settings screen is cleared. If the requisition is not over budget, it can be approved. Released: This indicates that the Compute Over Budget Transactions screen has been run and the requisition can be approved.
Total Req Amount	This field displays the total amount for this requisition.
Req Header Notes	This field displays the header notes for this requisition.
Req Approval Notes	Use this field to enter additional information associated with this requisition's approval or rejection.

Requisitioner Information

Field	Description
Requisitioner	This field displays the employee ID of the requisitioner for this requisition.
Requisitioner Name	This field displays the name of the Requisitioner.
Organization	This field displays the identification code of the organization to which the Requisitioner belongs.
Phone	This field displays the telephone number of the Requisitioner.
Extension	This field displays the telephone extension number of the Requisitioner.

Approval Information

Field	Description
Process	This field displays the approval process code for this requisition. You establish requisition approval codes and settings in the Manage Purchase Requisition Approval Processes screen.
Sequence	This field displays the sequence number assigned to the approval title of the approval process. This number determines the preferred approval order. When you add a new approval title, you must enter the sequence number, which cannot be less than the current approval title's sequence number.
Preferred Approver	This check box is selected if the person who opens this screen (as indicated by the user ID) is the preferred approver for this requisition.
Status	Use the drop-down list to select the approval status of this requisition. Valid options are: Pending: This indicates that this requisition is pending approval and cannot be turned into a purchase order. Approved: This indicates that this requisition is approved for this approval title. It can be turned into a purchase order after all required approval titles give their approval. Rejected: This indicates that this requisition was rejected during the approval process and can be corrected and submitted again. Before you can approve a requisition, the inventory abbreviation's Active field must be Y (Yes) on the Inventory Abbreviations subtask of the Manage Inventory Projects screen in Costpoint Inventory. If the Active field is O (Out) or N (Not active), you cannot approve the requisition and save the record. Additionally, the project that is listed in the Display Line Detail subtask and the Account Distribution subtask must have its Active check box selected on the Manage Project User Flow screen in Costpoint Project Setup.
Action Date	This field displays the default date on which the approval status was modified for this approval title. You can modify this value as needed.
Rejection Reason	If you selected the Rejected from the Approval Status drop-down list, you must enter, or use to select, a rejection reason for this requisition. You can enter rejection reasons on the Manage Purchase Requisition Rejection Reasons screen.
Employee	Use this field to enter, or use to select, the employee ID to assign for the approval title for this requisition.
Employee Name	This field displays the name of the selected Employee.

Header Subtasks

Subtask	Description
Header SOW	Click this link to open the Header SOW and view the relevant SOWs for the requisition.
Requisition Header Documents	Click this link to open the Requisition Header Documents subtask and view a list of documents associated with a requisition header.
Hdr Text	Click this link to open the Hdr Text subtask to view the assigned standard text code assigned to the requisition.
Approvals	Click this link to open the Approvals subtask and view or maintain the approval process for this requisition.
Accounts	Click this link to open the Accounts subtask and view or assign project, account, and organization IDs to a requisition.
Exchange Rates	Click this link to open the Exchange Rates subtask and view transaction currency, rate groups, and exchange rates for a requisition. This link is disabled if you do not have access to Costpoint Multicurrency.
Totals	Click this button to open the Totals and view requisition total amounts.
Link SCI/SAP Security Codes	Click this link to open the Link SCI/SAP Security Codes subtask.

Table Window

Use this table window to view requisition lines for the selected requisition.

Field	Description
Line	This field displays the requisition line number.
Line Type	This field displays the requisition line type.
Resource Exists	This check box indicates that the resources have been specified in the Resources subtask for that line.  This check box is always disabled and will only be selected if there are one or more rows in the Resources subtask for the requisition line.
Delivery Schedule Exists	If selected, this check box indicates that there are multiple delivery schedules that exist for the PO line. This check box is cleared and disabled for new lines.
Item	This field displays the identification code of the item requisitioned in this requisition line.
Rev	This field displays the revision of the Item.
Description	This field displays the description of the Item.
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. Note: 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.
Misc Type	This field displays the miscellaneous line charge type code for this requisition line.
Req Line Notes	This field displays the line notes associated with this requisition.
Internal Notes	This field displays information entered by the requisitioner for this requisition line.
Req U/M	This field displays the unit of measure for this requisition line.
Req Qty	This field displays the requisitioned quantity in this requisition line.
Est Unit Cost	This field displays the estimated unit cost for the requisitioned item.
Est Cost Type	This field displays the estimated cost type code for this requisition line.
Est Ext Amt	This field displays the extended amount for this requisition line.
Est Ln Charges	This field displays the estimated line charges for this requisition line.
Est Sales Tax/VAT Amt	This field displays the estimated sales tax/VAT amount for this requisition line.
Total Est Amt	This field displays the total estimated amount for this requisition line.
Requested Date	This field displays the requested date for this requisition line.
Inv Abbrev	This field displays the inventory abbreviation code for this requisition line.
Warehouse	This field displays the warehouse ID for this requisition line.
Deliver To	This field displays the 'deliver to' information for this requisition line.
Order Ref	This field displays the order reference information for this requisition line.
Over Ship	This field displays the overship value for this requisition line.
Receipt Tolerance	This field displays the receipt tolerance value for this requisition line.
QC Insp Reqd	This field displays Y (Yes) if this requisition line requires QC inspection. Otherwise, this field displays N (No).
Source Insp Reqd	This field displays Y (Yes) if this requisition line requires source inspection. Otherwise, this field displays N (No).
Cert Conf Reqd	This field displays Y (Yes) if this requisition line requires a certificate of conformance. Otherwise, this field displays N (No).
Ship ID	This field displays the ship ID for this requisition line.
Preferred Vendor	This field displays the ID of the preferred source vendor for the requisitioned item.
Preferred Vendor Name	This field displays the name of the Preferred Vendor.
Sales Tax/VAT Rate	This field displays the sales tax/VAT rate for the sales tax/VAT code assigned to the Ship ID.
Manuf Part	This field displays the manufacturer part number of the requisitioned item.
Manuf Part Rev	This field displays the manufacturer part revision number of the requisitioned item.
Vendor Part	This field displays the vendor part number of the requisitioned item.
Vendor Part Rev	This field displays the vendor part revision of the requisitioned item.
Procurement Type	This field displays the procurement type of the requisitioned item.

Approve Purchase Requisitions Child Subtasks

Subtask	Description
Line SOW	Click this link to open the Line SOW subtask and view the relevant SOWs for the requisition in the line level.
Resources	Click this link to open the Resources subtask and view the resource associated with the requisition line.
Requisition Line Documents	Click this link to open the Requisition Line Documents subtask and assign documents to a requisition line.
Currency Line	Click this link to open the Currency Line subtask and view requisition line amounts in both transaction and functional currencies. This link is enabled if the transaction and functional currencies are different in the Exchange Rates subtask. This link is disabled if you do not have access to Costpoint Multicurrency.
QC Line Text	Click this link to open the QC Line Text subtask and view or maintain quality control data for this requisition line.
Proj Sub Parts	Click this link to open the Proj Sub Parts subtask.
Link SCI/SAP Security Codes	Click this link to open the Link SCI/SAP Security Codes subtask  to view the security codes of the requisition.
Delivery Schedule	Click this link to open the Delivery Schedule subtask to view the delivery schedule of the purchase requisition.