Header Tab
Use this tab to enter the general information needed to process this requisition.
Requisitioner
Use this group box to enter information about the requisitioner.
Field | Description |
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Requisitioner |
Use this field to enter, or use
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Organization |
Use this field to enter, or use
If you selected the Apply Organization Security check box on the Configure System Settings screen in the Administration domain, and at least one Procurement Planning screen is activated for organization security on the Activate/Inactivate Organization Security by Module screen, you must enter data in the this field with the requisitioner's organization. Costpoint displays the following error message if you do not enter a requisition organization in this case: 'The Requisitioner's Organization must be entered to properly validate organization security.' If organization security is activated for the Manage Purchase Requisitions screen and your user ID does not have the required access rights for the requisition's organization, you cannot add, modify, or delete a requisition. On the Manage Users screen, your user ID must have full rights for the organization security group (set up in the Company Access table window) in order to access the requisitioner's organization security profile for Procurement Planning. |
Phone |
Use this field to enter, or use
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Extension |
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Buyer |
Use this field to enter, or use
Note:
You cannot access this field if you have not selected the Allow Buyer Override check box in the Defaults group box of the Configure Purchase Requisition Settings screen. The defaulting logic is as follows, and depends on the buyer assignment method selected in requisition settings.
If The Configure Purchase Requisition Settings application does not allow buyer override for the associated company, this field remains non-modifiable and is based on the requisition settings buyer assignment code. Note:
Although a buyer is not required at this point, you must enter one before you can generate a purchase order from the requisition on the Approve Purchase Requisitions or Approve Purchase Requisition Lines screens. |
Subcontractor Agreement |
Select this check box to indicate that the requisition if for creating subcontractor agreements. If this is selected, requisition lines can only be generated into PO type Subcontractor Agreement, Subcontractor Agreement Blanket, or Subcontractor Agreement Release. If the requisition is specified as a Subcontractor Agreement, Subcontractor Agreement Blanket, or Subcontractor Agreement Release, lookup result on Buyer will not include those who are not authorized to enter at least one of these PO types. |
Combine With Other Requisitions |
Select this check box to combine this requisition with other requisitions having the same vendor and buyer onto one purchase order. This check box may already be selected, depending on the setup in the Requisition Settings screen, but you can clear it to disable the combine feature for this requisition. |
Requisition Printed |
If this check box is selected, the requisition has been printed. As long as this check box remains selected, a duplicate message displays on any reprints of this requisition. Clear this check box to disable the duplicate message on any reprints of this requisition. |
Requisition Date |
Use this field to enter, or use
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Target Place Date |
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Date Entered |
This field displays the date when the requisition was entered or last updated. |
Buyer Assignment Date |
This field displays the date on which this requisition is assigned to a buyer. This field defaults to the current date if a buyer was manually assigned. |
Procurement Type |
Use this field to enter, or use
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Sales Tax/VAT Total |
This field displays the sum of the Est Sales Tax/VAT Amt for all requisition lines. |
Req Total |
This field displays the sum of the Total Est Cost Amt for all requisition lines. |