Use this field to enter, or use to select, the requisition type.

Leave this field blank in order to have the default requisition type load when you click the Load Req Type Default button.

After you enter or select a purchase requisition type, its description displays in the adjacent field.

A purchase requisition type may represent a user-defined category associated with a purchasable item; it may also represent the actual project to which a purchasable item is charged. The Manage Purchase Requisition Types screen allows you to define requisition types and associate them with default data, such as charge detail, procurement information, and sales tax specifics.

The default data that you designate on the Manage Purchase Requisition Types screen automatically populates fields in the Manage Simple Purchase Requisitions application after you enter data in the Requisition Type field. You must tab out of this field or click the Load Req Type Default button to display the default data.

Use this field to enter the identification code for this purchase requisition. This alphanumeric combination is used throughout Costpoint to identify this purchase requisition.

Costpoint will automatically number the requisitions, incrementing the value in the Last System Req Number field on the Configure Purchase Requisition Settings screen by one. After you have entered all data and saved the record, Costpoint will automatically assign the next available number and display it in this field.

Select the status for this requisition from the drop-down list. The values are:

• Pending: This status indicates the requisition is being modified by the requisitioner. This status will exists until the requisitioner submits the requisition for approval or freezes it from further changes, if no approvals are required.
• In-Approval: This status indicates the requisition has been submitted for approval and is in the process of being reviewed. You may void a requisition with an In-Approval status.
• Void: This status indicates the requisition has been voided and no further processing will occur.
• Approved: This status indicates the requisition has been approved and can be processed into a purchase order on the Apply PO Info to Purchase Requisitions screen. You cannot modify requisitions with this status on this screen. You may void a requisition with an Approved status.
• Rejected: This status indicates the requisition has been rejected during the approval process (or by a buyer on the Apply PO Info to Purchase Requisitions screen and can be corrected and resubmitted for approval.
• Completed: This status indicates that one or more purchase orders have been created from this requisition, and it cannot be modified.
• Closed: This status typically results when buyers purchase certain items on the requisition, but they do not purchase items on the remaining open requisition lines. A requisition with a closed status cannot be modified on this screen.

Use this field to enter, or use to select, the approval process for this requisition, if applicable.

Approval process codes represent the manner in which a requisition must be approved before you can generate a purchase order. After you submit a requisition for approval, you cannot change this code unless the requisition has been rejected. 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.

Click this button to populate specific fields on this screen based on your setup of the requisition type in the Manage Purchase Requisition Types application.

When you click this button, it triggers the display of default data that you defined for this requisition type. If you click this button without entering a requisition type, the default requisition type (and all associated data) will be loaded.

Select this check box to submit the requisition for approval.

If you clear this check box, you can access the record to modify or update its contents after it is saved without concern that the requisition has been or will be submitted for approval. If, for example, you are entering a requisition but are interrupted, you can later re-access the requisition and finish adding the record information.

Use this field to enter, or use to select, the employee ID of the requisitioner. The employee name displays in the adjacent field.

Use this field to enter, or use to select, the organization ID of the requisitioner.

If you established a link or association between the employee and a specific organization on the Manage Employee Information screen, the organization ID will default into this field but can be changed as needed.

Use this field to enter the telephone number of the requisitioner.

If you established a link or association between the employee and a work telephone number on the Manage Employee Information screen, the work telephone number will default into this field but can be changed as needed.

Use this field to enter the telephone number extension of the requisitioner.

If you established a link or association between the employee and a work telephone extension on the Manage Employee Information screen, the work telephone extension will default into this field but can be changed as needed.

Use this field to enter, or use to select, the date by which the items are needed by the requisitioner.

Use this field to enter, or use to select, the ship ID code. This code represents the address to which the purchased items should be delivered. You can change this information at the line level.

Use this field to enter the name or location to which the requisitioned item is to be delivered once it is received. You can change this information at the line level.

Use this field to enter, or use to select, the ID of the warehouse to which this inventory part will be delivered.

This field is hidden if the requisition type does not designate this as an inventory requisition.

Use this field to enter, or use to select, the default project ID. The project name displays in the adjacent field.

If you entered data in the Requisition Type field and a project was associated with this requisition type, the default project displays in this field, after you click the Load Req Type Default button.

If a project automatically displays in this field based on the requisition type you selected, you can modify this data, if the Allow Project Changes check box is selected on the Manage Purchase Requisition Types screen for the requisition type you entered on this screen.

Use this field to enter, or use to select, a default project abbreviation code.

If a project automatically displays in this field based on the information you entered in the Requisition Type field, you can modify this data if the Allow Project Changes check box is selected on the Manage Purchase Requisition Types screen for the requisition type you entered on this screen.

Use this field to enter, or use to select, an inventory abbreviation code.

This field is hidden if the requisition type does not designate this as an inventory requisition.

If an inventory abbreviation automatically displays in this field based on the information you entered in the Requisition Type field, you can modify this data if the Allow Inventory Abbrev Changes check box is selected on the Manage Purchase Requisition Types screen for the requisition type you entered on this screen.

Use this field to enter, or use to select, the default account ID. The account name displays in the adjacent, non-editable field.

If you entered data in the Requisition Type field and an account was associated with this requisition type, the default account displays in this field after you click the Load Req Type Default button.

If an account automatically displays in this field based on the requisition type you selected, you can modify this data if the Allow Account Changes check box is selected on the Manage Purchase Requisition Types screen for the requisition type you entered on this screen.

Use this field to enter, or use to select, a project account abbreviation.

If an account automatically displays in this field based on the information you entered in the Requisition Type field, you can modify this data if the Allow Account Changes check box is selected in the Manage Purchase Requisition Types screen for the requisition type you entered on this screen.

Use this field to enter, or use to select, the default organization ID. The organization name displays in the adjacent  field.

If you entered data in the Requisition Type field and an organization was associated with this requisition type, the default organization displays in this field, after you click the Load Req Type Default button.

If an Organization automatically displays in this field based on the Requisition Type you selected, you can modify this data if the Allow Org Changes check box is selected on the Manage Purchase Requisition Types screen.

Use this field to enter, or use to select, the default organization abbreviation code.

If an organization automatically displays in this field based on the information you entered in the Requisition Type field, you can modify the data if the Allow Org Changes check box is selected on the Manage Purchase Requisition Types screen for the requisition type you entered in this screen.

Use this field to enter, or use to select, the default reference information. Reference information is established in the Accounting domain and can be used for reporting purposes.

If information automatically displays in this field based on the information you entered in the Requisition Type field, you can modify this data, if the Allow Reference Number Changes check box is selected on the Manage Purchase Requisition Types screen for the requisition type you entered on this screen.

Use this field to enter, or use to select, the default reference information. Reference information is established in the Accounting domain and can be used for reporting purposes.

If information automatically displays in this field based on the information you entered in the Requisition Type field, you can modify this data if the Allow Reference Number Changes check box is selected on the Manage Purchase Requisition Types screen for the requisition type you entered on this screen.

Use this field to enter additional information relevant to this requisition. These notes will be copied to new purchase orders created from this requisition.

Header notes can be used for special instructions to the buyer or vendor or to further define the requirements of the request.

Use this field to enter, or use to select, the vendor ID of the suggested or preferred vendor for this requisitioned item. The vendor name displays in the adjacent field. Data may default into this field based on the requisition item you select on requisition lines. This information can be overridden at the line level.

This field is editable only if the Allow Procurement Type Change at Header check box is selected on the Other Rules and Defaults tab of the Manage Purchase Requisition Types. By default, Costpoint populates the fields with the procurement code entered in the Other Rules and Defaults tab of Manage Purchase Requisition Types settings.

Use this field to enter, or use to select, the procurement type code. The description of the procurement type displays in the adjacent field.

This field displays the estimated sales tax/value-added tax amount.

This field displays the value that represents the total estimated sales tax associated with all of the lines on the requisition.