Other Rules and Defaults Tab
Use this tab to establish additional requisition rules and defaults.
Requisition Item Rules and Defaults
Field | Description |
---|---|
Item Entry Rule |
Use the drop-down list to make a selection. Your selection determines whether items or miscellaneous types can be entered on a requisition of this type. Valid options are:
|
Allow Item/Misc Type Changes |
Select this checkbox to allow the user to modify items or miscellaneous types. |
Default Item |
Enter, or click
|
Rev |
Enter, or click
|
Default Misc Type |
Enter, or click
The data in the
A miscellaneous type is only valid (and required) for lines in which no item has been specified |
Other Rules and Defaults
Field | Description |
---|---|
Require Quantity |
Select this checkbox to require a quantity to be entered for requisition lines using this requisition type. |
Enable Period of Performance Dates |
Select this checkbox to enable the period of performance start and end dates for requisition lines of this type. |
Allow Approval Process Changes |
Select this checkbox to allow users to modify the approval process for new requisitions of this type. |
Allow Procurement Type Change at Header |
Select this checkbox to enable the Procurement Type field in the Requisitioner group box of requisition headers, initially populated by default with the procurement type you specify in this screen. |
Allow Procurement Type Change at Line |
Select this checkbox to enable the Procurement Type field in the requisition line, initially populated by default with the procurement type for the corresponding requisition header. |
Defaults
Field | Description |
---|---|
Approval Process |
Enter, or click
The data available in the
Approval process codes represent the manner in which a requisition must be approved before you can generate a purchase order. In many cases, Costpoint automatically assigns the approval process, and it cannot be modified. This process is assigned based on designations you established on the Configure Purchase Requisition Settings screen. |
Ship ID |
Enter, or click
The data available in
|
Taxable Status |
Use the drop-down list to make a selection. Valid options are:
|
Warehouse |
Enter, or click
|
Procurement Type |
Enter, or click
The data in
|
Buyer |
Enter, or click
If you did not select the Manual option in the Buyer Assignments group box of the Configure Purchase Requisition Settings screen, the requisition buyer field defaults based on the setting configuration |
Suggested Vendor |
Enter, or click
The data available in
Data may default into this field based on the requisition item you select |
Combine Requisitions |
Select this checkbox to allow this requisition to be combined with other requisitions having the same vendor and buyer when creating a purchase order. The value defaults from the Combine Reqs checkbox in the Defaults block of the Configure Purchase Requisition Settings screen. |
Default Requisitioner Name to Deliver To |
Select this checkbox to have the requisitioner's name default in the Deliver To field for requisitions of this type |
GSA Requisition |
Select this checkbox to specify requisitions with this type as GSA type requisitions. Requisitions for GSA catalog items have their requisition IDs appended with a "-GSA" when printed. The GSA flag is also \copied to any purchase orders generated from the requisition. |