Costpoint Online Help

Using the Help Search
Using the Help Search
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Create a Requisition in Manage Simple Purchase Requisitions

Follow these steps to create a requisition on the Manage Simple Purchase Requisitions screen.

To create a requisition:

  1. Enter, or click to select, a requisition type. You may also choose not to enter data in this field in order to have the default requisition type load.
  2. Click the Load Req Type Defaults button. Default data, previously defined on the Manage Purchase Requisition Types screen, will automatically display in the appropriate fields. If your Costpoint validation frequency is set to Field, requisition type defaults will load automatically after you press the TAB key to exit the Requisition Type field. Unlike most Costpoint screens, you are not required to select the New Record icon if you are entering merely one requisition on this screen; however, if you want to enter more than one requisition, you must use the New Record icon from the header screen to enter additional requisitions.
  3. Use the TAB key to access all other fields in the requisition header, adding relevant data as appropriate. Based on the setup you established on the Manage Purchase Requisition Types screen, you may or may not be able to edit the data.
  4. To add a line to the requisition, click the Requested Items (Add/View) subtask.
  5. On the Requested Items subtask, enter specific information, such as the item to be purchased, a description of the requisition item, the quantity, cost, and delivery information.
  6. To enter additional lines to the requisition, click .
  7. Open the Charge Numbers subtask if you want to link the line to charge numbers which are different than what is specified in the requisition header.
  8. Click to enter additional charge number lines. Note, however, that you may or may not be able to change or add multiple charge lines for a requisition line, depending on the requisition type.
  9. Before saving the record, if you are satisfied with the data entered in the requisition and want the requisition submitted for approval (or made available to a buyer if no approval is required), select the Submit for Approval check box. Once the saved requisition is submitted for approval, you will no longer be able to edit that requisition, unless it is rejected. If you do not submit it for approval, you can save the requisition, but will still be able to edit it.
  10. After you have entered the requisition and charge number information, click to store the record data. If you click the Save icon when working on a new requisition, the existing requisition will be cleared from the screen after a successful save. If you want to keep the requisition on the screen after you save it, select the Save Continue icon. In addition, you must have the saved requisition on the screen in order to print the requisition from this application.