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Assign PO Subtask

Use this subtask to assign purchase orders to the selected requisition.

Contents

Field	Description
Requisition ID	This field displays the requisition ID from the main screen.

Table Window

Click to add a new line to this table window.

Field	Description
Req Line	Enter the requisition line number to which you want to assign to a purchase order.
Ready for PO	Select this checkbox to indicate that the requisition line is eligible to be turned into a purchase order line.
Auto-Assign PO	Select this checkbox to automatically assign a purchase order ID to the requisition line. Costpoint assigns the next purchase order number from Costpoint Purchasing.
Item	This field displays the item ID.
Item Rev	This field displays the item revision.
Description	This field displays the item description.
Resource Exists	If this checkbox is selected, a resource exists for the requisition.
Misc Type	This field displays the miscellaneous type.
Req U/M	This field displays the unit of measure for the requisition.
Part Security	This field is visible only if the Use Part Data Security Controls checkbox is selected on the Configure Product Definition Settings screen, which indicates that the part 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 part you are accessing is subject to part data security restrictions and whether you have the necessary authorization to access information for that part: Unrestricted: The part is not subject to data security restrictions. Restricted: The part is subject to data security restrictions and that you are authorized to access detailed part information. *UNAUTHORIZED*: The part is subject to data security restrictions and you are not authorized to access or view part information. This value is displayed in red background color. 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.
Requested Qty	This field displays the requested quantity for the requisition.
Requested Date	This field displays the date the requisition was made.
Vendor	Enter, or use to select, the identification code of the vendor assigned to this requisition line. When you add a new line to the table window, this field defaults to the vendor ID established in the Header tab or the preferred vendor from the requisition line on the main screen. This default is modifiable. Vendors that are classified as intracompany vendor must be associated with a subcontractor agreement PO type.
Vendor Name	This field displays the descriptive name of the Vendor.
Vendor Address	This field displays the order address of the vendor.
Purchase Order	If you cleared the Auto-Assign PO , you can use this field to enter, or use to select, a purchase order ID to assign to this requisition line. If you selected the Auto-Assign PO checkbox, Costpoint assigns the purchase order IDs in accordance with the PO numbering method established on the Configure Purchase Order Voucher Settings screen in Costpoint Purchasing: System: Costpoint automatically assigns the next available purchase order number when you save the purchase order. Buyer: Costpoint automatically assigns the purchase order number in accordance with the numbering scheme for the buyer entered on the requisition line. Each buyer can have an individual purchase order numbering scheme established in the Buyers table. Costpoint increments by one the last system purchase order number on the Configure Purchase Order Voucher Settings screen or the Manage Buyers screen. Both screens are located in Costpoint Purchasing. After generation, the purchase order for this requisition line displays in this field. Note: If you select Manual as the purchase order numbering method in the Configure Purchase Order Vouchers Settings screen, Costpoint Procurement Planning does not assign a purchase order ID and no purchase order is created. Change the numbering method to System or Buyer to resolve this problem.
Release	Enter a release number if this requisition line is for a blanket order that is to have issues released against it. Leave it blank (zero) to have Costpoint create a new release. This field is optional for non-blanket order lines. The release number must be zero if the purchase order type is not Release Order. The release number must be greater than zero if the purchase order type is Release Order. Note: To create a blanket release you must first create a blanket order.
Blanket Line	Enter, or use to select, the blanket purchase order line number to assign to this requisition line. You can enter blanket purchase order lines only when you are either creating a release for an existing blanket order or assigning a new blanket order.
PO Line	This field displays the purchase order line assigned to this requisition line.
PO Quantity (PO U/M)	Enter the purchase order quantity, in the purchase order unit of measure, to be delivered by this vendor for this requisitioned line item.
PO U/M	Enter, or use to select, a purchase order unit of measure for this requisition line.
PO Quantity (Req U/M)	This field displays the quantity to be requisitioned in the requisition line unit of measure.
Unassigned Quantity	This field displays the unassigned quantity, which Costpoint calculates by subtracting the order quantity of each assigned PO line from the requisitioned quantity.
Awarded Quote	Enter, or use to select, the quote ID that was used as a source for the requisitioned item.
Awarded Quote Line	Enter, or use to select, the quote line number used as a source for the requisitioned item.
Quote Award Reason	Enter, or use to select, the reason for awarding the specific quote to the purchase order.
Quote Award Reason Desc	Enter, or use to select, the description of the quote award reason.
Business Size	Select an option from the drop-down list to indicate the vendor's business size for this type of purchase order line.
PO Created	This field displays Y (Yes) if a purchase order line was already created for this requisition line. Otherwise, this field displays N (No).
Due Date	This field displays the date on which the requisitioned item is due for delivery as requested by the requisitioner. You can use this field to enter, or use to select, a different date.
Desired Date	This field displays the preferred date on which the requisitioned item should be delivered. You can use this field to enter, or use to select, a different date.
Ship ID	Enter, or use to select, the ship ID to which the requisitioned item is to be delivered.
Ship Via	This field displays the shipping method to be used by the vendor.
Currency	This field defaults to the value entered on the Currencies subtask of the Manage Vendors screen or on the Configure General Ledger Settings screen.
Negotiated Gross Unit Cost Amt	Enter the negotiated gross unit cost for the requisitioned item.
Volume Discount	Enter the negotiated volume discount percentage the vendor is offering for the requisitioned item.
Negotiated Net Unit Cost Amt	Enter the negotiated net unit cost for the requisitioned item.
Negotiated Extended Cost Amt	If the requisitioned item is a part or good, this field displays the negotiated extended cost, calculated as the sum of the PO Quantity (PO U/M) multiplied by the Negotiated Net Unit Cost Amt. If the requisitioned item is a service or miscellaneous type, use this field to enter the negotiated extended cost.
Taxable	This field displays Y (Yes) if tax is to be calculated for the requisitioned item. Otherwise, this field displays N (No).
Sales Tax/VAT Amount	If the Taxable field displaysY, this field displays the sales tax/VAT amount for the requisitioned item.
PO Line Total Amount	This field displays the purchase order line total amount for this requisition line. This includes the extended line amount, sales tax/value added tax, and requisition line charge amounts.
Func Curr Negotiated Gross Unit Cost Amt	This field displays the Negotiated Gross Unit Cost Amt in functional currency.
Func Curr Negotiated Net Unit Cost Amt	This field displays the Negotiated Net Unit Cost Amt in functional currency.
Func Curr Negotiated Extended Cost Amt	This field displays the Negotiated Extended Cost Amt in functional currency.
Func Curr Sales Tax/VAT Amt	This field displays the Sales Tax/VAT Amount in functional currency.
Func Curr PO Line Total Amt	This field displays the PO Line Total Amount in functional currency.
Manufacturer	Enter, or use to select, the identification code of the requisitioned item's manufacturer.
Manuf Part	Enter, or use to select, the manufacturer part number of the requisitioned item.
Mfg Rev	Enter, or use to select, the manufacturer revision number of the requisitioned item.
Vendor Part	Enter, or use to select, the vendor part number of the requisitioned item.
Vend Rev	Enter, or use to select, the vendor revision number of the requisitioned item.
PO Type	Use this drop-down list to select the purchase order type you want to generate. The valid options are as follows: Blanket Order GFM/GFE Order Purchase Order Release Order Subcontract PO
Completed Work Retention Pct	Enter the percentage of the amount of work completed for this requisition line. This field is pre-populated and modifiable if the PO Type is Subcontract PO and disabled for all other purchase order types.
Stored Materials Retention Pct	Enter the percentage of the retained stored materials for this requisition line. This field is pre-populated and modifiable if the PO Type is Subcontract PO and disabled for all other purchase order types.
Delivery Schedule Exists	If this checkbox is selected, a delivery schedule exists for the requisition line.
US Citizenship Reqd	This checkbox displays as selected to specify that the resource associated with the requisition has to be a US citizen. If you enter a subcontract ID, this takes on the default value of the subcontract ID and cannot be modified. If a subcontract has not been referenced, and the Subcontractor Agreement checkbox is selected, this option is modifiable.
ITAR Authorization Reqd	This checkbox displays as selected if the resource msut be authorized for International Traffic in Arms Regulations (ITAR) restricted items.
Autoload	Click this button to load all the requisition line in the selected requisition together with their corresponding purchase order IDs.
Security Clearance System ID	This field displays the security clearance required for the vendor employee.
Security Clearance Description	This field displays the security clearance description.
Security Clearance Level	This field displays the security clearance level of the vendor employee.
SCI	This checkbox displays whether the resource associated with the requisition has to be cleared for sensitive compartmented information (SCI). This corresponds to the Security Clearance ID, if entered.
SAP	This checkbox displays whether the resource associated with the requisition has to be cleared for special access programs (SAP). This corresponds to the Security Clearance ID, if entered.
Issuing Agency	This field displays the agency that issued the vendor employee security clearance.
NAICS Code	Enter, or use to select, a valid North American Industry Classification System (NAICS) code for the PO for the new record. For an existing record, this displays the NAICS code associated with the PO vendor specified in Manage Vendors.
Intracompany Vendor	This checkbox is selected when the vendor associated to the PO is classified as intracompany vendor on the Manage Vendors screen.
Autoload	Click this button to load all the requisition line in the selected requisition together with their corresponding purchase order IDs.
Auto Assign PO	Click this button to automatically assign purchase order IDs to the requisition lines.
Load blanket PO unit cost	Click this button to override requisition line unit costs with blanket purchase order line unit cost if the requisitioned item is a service or miscellaneous type, and transaction currency matches.
Recalculate	Click this button to recalculate the line amounts for the assigned POs.
NAICS Code	Enter, or use to select, a valid NAICS code for the PO. The initial value will be the requisition line NAICS Code associated with the requisition line number you entered. If the requisition line NAICS Code is not available and the PO has a vendor, Costpoint will load the active primary NAICS Code associated with the PO vendor. Once the PO has been generated, this field will be uneditable.

Subtasks

Subtask	Definition
Link SCI/SAP Security Codes	Click this link to open the Link SCI/SAP Security Codes to display the code and description of the Sensitive Compartmented Information (SCI) and Special Access Program (SAP).
Resources	Click this link to open the Resources subtask to display the resources of the subcontractor associated with the requisition line.
Serial Lot	Click this link to open the Serial/Lot subtask to enter and assign new serial and lot numbers to inventory parts that require serial and/or lot tracking.
Exchange Rates	Click this link to open the Exchange Rates subtask and maintain the transaction currency, rate groups, and exchange rates for the requisition. This link is disabled if you do not have access to Costpoint Multicurrency.
Delivery Schedule	Click this link to open the Delivery Schedule subtask to display the delivery schedule of the requisitions.

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Assign PO Subtask

Use this subtask to assign purchase orders to the selected requisition.

Contents

Field	Description
Requisition ID	This field displays the requisition ID from the main screen.

Table Window

Click to add a new line to this table window.

Field	Description
Req Line	Enter the requisition line number to which you want to assign to a purchase order.
Ready for PO	Select this checkbox to indicate that the requisition line is eligible to be turned into a purchase order line.
Auto-Assign PO	Select this checkbox to automatically assign a purchase order ID to the requisition line. Costpoint assigns the next purchase order number from Costpoint Purchasing.
Item	This field displays the item ID.
Item Rev	This field displays the item revision.
Description	This field displays the item description.
Resource Exists	If this checkbox is selected, a resource exists for the requisition.
Misc Type	This field displays the miscellaneous type.
Req U/M	This field displays the unit of measure for the requisition.
Part Security	This field is visible only if the Use Part Data Security Controls checkbox is selected on the Configure Product Definition Settings screen, which indicates that the part 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 part you are accessing is subject to part data security restrictions and whether you have the necessary authorization to access information for that part: Unrestricted: The part is not subject to data security restrictions. Restricted: The part is subject to data security restrictions and that you are authorized to access detailed part information. *UNAUTHORIZED*: The part is subject to data security restrictions and you are not authorized to access or view part information. This value is displayed in red background color. 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.
Requested Qty	This field displays the requested quantity for the requisition.
Requested Date	This field displays the date the requisition was made.
Vendor	Enter, or use to select, the identification code of the vendor assigned to this requisition line. When you add a new line to the table window, this field defaults to the vendor ID established in the Header tab or the preferred vendor from the requisition line on the main screen. This default is modifiable. Vendors that are classified as intracompany vendor must be associated with a subcontractor agreement PO type.
Vendor Name	This field displays the descriptive name of the Vendor.
Vendor Address	This field displays the order address of the vendor.
Purchase Order	If you cleared the Auto-Assign PO , you can use this field to enter, or use to select, a purchase order ID to assign to this requisition line. If you selected the Auto-Assign PO checkbox, Costpoint assigns the purchase order IDs in accordance with the PO numbering method established on the Configure Purchase Order Voucher Settings screen in Costpoint Purchasing: System: Costpoint automatically assigns the next available purchase order number when you save the purchase order. Buyer: Costpoint automatically assigns the purchase order number in accordance with the numbering scheme for the buyer entered on the requisition line. Each buyer can have an individual purchase order numbering scheme established in the Buyers table. Costpoint increments by one the last system purchase order number on the Configure Purchase Order Voucher Settings screen or the Manage Buyers screen. Both screens are located in Costpoint Purchasing. After generation, the purchase order for this requisition line displays in this field. Note: If you select Manual as the purchase order numbering method in the Configure Purchase Order Vouchers Settings screen, Costpoint Procurement Planning does not assign a purchase order ID and no purchase order is created. Change the numbering method to System or Buyer to resolve this problem.
Release	Enter a release number if this requisition line is for a blanket order that is to have issues released against it. Leave it blank (zero) to have Costpoint create a new release. This field is optional for non-blanket order lines. The release number must be zero if the purchase order type is not Release Order. The release number must be greater than zero if the purchase order type is Release Order. Note: To create a blanket release you must first create a blanket order.
Blanket Line	Enter, or use to select, the blanket purchase order line number to assign to this requisition line. You can enter blanket purchase order lines only when you are either creating a release for an existing blanket order or assigning a new blanket order.
PO Line	This field displays the purchase order line assigned to this requisition line.
PO Quantity (PO U/M)	Enter the purchase order quantity, in the purchase order unit of measure, to be delivered by this vendor for this requisitioned line item.
PO U/M	Enter, or use to select, a purchase order unit of measure for this requisition line.
PO Quantity (Req U/M)	This field displays the quantity to be requisitioned in the requisition line unit of measure.
Unassigned Quantity	This field displays the unassigned quantity, which Costpoint calculates by subtracting the order quantity of each assigned PO line from the requisitioned quantity.
Awarded Quote	Enter, or use to select, the quote ID that was used as a source for the requisitioned item.
Awarded Quote Line	Enter, or use to select, the quote line number used as a source for the requisitioned item.
Quote Award Reason	Enter, or use to select, the reason for awarding the specific quote to the purchase order.
Quote Award Reason Desc	Enter, or use to select, the description of the quote award reason.
Business Size	Select an option from the drop-down list to indicate the vendor's business size for this type of purchase order line.
PO Created	This field displays Y (Yes) if a purchase order line was already created for this requisition line. Otherwise, this field displays N (No).
Due Date	This field displays the date on which the requisitioned item is due for delivery as requested by the requisitioner. You can use this field to enter, or use to select, a different date.
Desired Date	This field displays the preferred date on which the requisitioned item should be delivered. You can use this field to enter, or use to select, a different date.
Ship ID	Enter, or use to select, the ship ID to which the requisitioned item is to be delivered.
Ship Via	This field displays the shipping method to be used by the vendor.
Currency	This field defaults to the value entered on the Currencies subtask of the Manage Vendors screen or on the Configure General Ledger Settings screen.
Negotiated Gross Unit Cost Amt	Enter the negotiated gross unit cost for the requisitioned item.
Volume Discount	Enter the negotiated volume discount percentage the vendor is offering for the requisitioned item.
Negotiated Net Unit Cost Amt	Enter the negotiated net unit cost for the requisitioned item.
Negotiated Extended Cost Amt	If the requisitioned item is a part or good, this field displays the negotiated extended cost, calculated as the sum of the PO Quantity (PO U/M) multiplied by the Negotiated Net Unit Cost Amt. If the requisitioned item is a service or miscellaneous type, use this field to enter the negotiated extended cost.
Taxable	This field displays Y (Yes) if tax is to be calculated for the requisitioned item. Otherwise, this field displays N (No).
Sales Tax/VAT Amount	If the Taxable field displaysY, this field displays the sales tax/VAT amount for the requisitioned item.
PO Line Total Amount	This field displays the purchase order line total amount for this requisition line. This includes the extended line amount, sales tax/value added tax, and requisition line charge amounts.
Func Curr Negotiated Gross Unit Cost Amt	This field displays the Negotiated Gross Unit Cost Amt in functional currency.
Func Curr Negotiated Net Unit Cost Amt	This field displays the Negotiated Net Unit Cost Amt in functional currency.
Func Curr Negotiated Extended Cost Amt	This field displays the Negotiated Extended Cost Amt in functional currency.
Func Curr Sales Tax/VAT Amt	This field displays the Sales Tax/VAT Amount in functional currency.
Func Curr PO Line Total Amt	This field displays the PO Line Total Amount in functional currency.
Manufacturer	Enter, or use to select, the identification code of the requisitioned item's manufacturer.
Manuf Part	Enter, or use to select, the manufacturer part number of the requisitioned item.
Mfg Rev	Enter, or use to select, the manufacturer revision number of the requisitioned item.
Vendor Part	Enter, or use to select, the vendor part number of the requisitioned item.
Vend Rev	Enter, or use to select, the vendor revision number of the requisitioned item.
PO Type	Use this drop-down list to select the purchase order type you want to generate. The valid options are as follows: Blanket Order GFM/GFE Order Purchase Order Release Order Subcontract PO
Completed Work Retention Pct	Enter the percentage of the amount of work completed for this requisition line. This field is pre-populated and modifiable if the PO Type is Subcontract PO and disabled for all other purchase order types.
Stored Materials Retention Pct	Enter the percentage of the retained stored materials for this requisition line. This field is pre-populated and modifiable if the PO Type is Subcontract PO and disabled for all other purchase order types.
Delivery Schedule Exists	If this checkbox is selected, a delivery schedule exists for the requisition line.
US Citizenship Reqd	This checkbox displays as selected to specify that the resource associated with the requisition has to be a US citizen. If you enter a subcontract ID, this takes on the default value of the subcontract ID and cannot be modified. If a subcontract has not been referenced, and the Subcontractor Agreement checkbox is selected, this option is modifiable.
ITAR Authorization Reqd	This checkbox displays as selected if the resource msut be authorized for International Traffic in Arms Regulations (ITAR) restricted items.
Autoload	Click this button to load all the requisition line in the selected requisition together with their corresponding purchase order IDs.
Security Clearance System ID	This field displays the security clearance required for the vendor employee.
Security Clearance Description	This field displays the security clearance description.
Security Clearance Level	This field displays the security clearance level of the vendor employee.
SCI	This checkbox displays whether the resource associated with the requisition has to be cleared for sensitive compartmented information (SCI). This corresponds to the Security Clearance ID, if entered.
SAP	This checkbox displays whether the resource associated with the requisition has to be cleared for special access programs (SAP). This corresponds to the Security Clearance ID, if entered.
Issuing Agency	This field displays the agency that issued the vendor employee security clearance.
NAICS Code	Enter, or use to select, a valid North American Industry Classification System (NAICS) code for the PO for the new record. For an existing record, this displays the NAICS code associated with the PO vendor specified in Manage Vendors.
Intracompany Vendor	This checkbox is selected when the vendor associated to the PO is classified as intracompany vendor on the Manage Vendors screen.
Autoload	Click this button to load all the requisition line in the selected requisition together with their corresponding purchase order IDs.
Auto Assign PO	Click this button to automatically assign purchase order IDs to the requisition lines.
Load blanket PO unit cost	Click this button to override requisition line unit costs with blanket purchase order line unit cost if the requisitioned item is a service or miscellaneous type, and transaction currency matches.
Recalculate	Click this button to recalculate the line amounts for the assigned POs.
NAICS Code	Enter, or use to select, a valid NAICS code for the PO. The initial value will be the requisition line NAICS Code associated with the requisition line number you entered. If the requisition line NAICS Code is not available and the PO has a vendor, Costpoint will load the active primary NAICS Code associated with the PO vendor. Once the PO has been generated, this field will be uneditable.

Subtasks

Subtask	Definition
Link SCI/SAP Security Codes	Click this link to open the Link SCI/SAP Security Codes to display the code and description of the Sensitive Compartmented Information (SCI) and Special Access Program (SAP).
Resources	Click this link to open the Resources subtask to display the resources of the subcontractor associated with the requisition line.
Serial Lot	Click this link to open the Serial/Lot subtask to enter and assign new serial and lot numbers to inventory parts that require serial and/or lot tracking.
Exchange Rates	Click this link to open the Exchange Rates subtask and maintain the transaction currency, rate groups, and exchange rates for the requisition. This link is disabled if you do not have access to Costpoint Multicurrency.
Delivery Schedule	Click this link to open the Delivery Schedule subtask to display the delivery schedule of the requisitions.