Other Information Tab
Use this tab to specify additional information you want to use for this requisition, such as delivery, purchase order, taxation, budgeting, and export options.
Delivery Defaults
Use this group box to specify default delivery options for this requisition.
Field | Description |
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Requested Date |
Use this field to enter, or use
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Drop Ship |
Select this checkbox to indicate that this requisitioned item is to be drop-shipped to an outside location. |
Ship ID |
Use this field to enter, or use
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Ship Via |
Use this field to enter the shipping company/method by which this requisitioned item must be shipped. |
Deliver To |
Use this field to enter the name or department to which the requisitioned item must be delivered. |
PO Defaults
Use this group box to specify default PO options for this requisition.
Field | Description |
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Preferred Vendor |
Use this field to enter, or use
Note:
The vendor must not be a payroll vendor, and its Approval Code must not be Not Approved. If the vendor has an Approval Code of Pending, Costpoint displays a warning. |
Addr |
Use this field to enter, or use
|
Sugg Blanket PO |
Use this field to enter, or use
|
PO |
Use this field to enter, or use
|
Discount |
Use this field to enter the default volume discount percentage to be applied to the negotiated gross unit cost of the item being requisitioned. For example, enter a 5.25% discount as 5.25. The discount percentage is intended as a volume discount, not as a purchase or cash discount. If you do not know the discount percentage, you can leave this space blank and Costpoint will automatically derive the value based on the gross unit cost and the net unit cost entered. |
Tax Status |
Use this drop-down list to specify whether the items in this requisition is taxable or non-taxable. The available options are:
|
Over Budget Validation |
Use the drop-down list to select the over-budget status. If you selected the Over Budget Validation checkbox on the Configure Purchase Requisition Settings screen, this field displays Yes. Otherwise, the following options are available:
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Export |
Use the drop-down to set this requisition for eProcurement download. Your options are:
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GSA |
Select this checkbox to append General Services Administration to the end of the requisition number when the requisition is printed. |
Auto-default Header Text |
Select this checkbox to automatically load any associated standard text codes into the Hdr Text subtask. |