Use the drop-down list to make a selection. Your selection determines whether items or miscellaneous types can be entered on a requisition of this type. Valid options are:

• Item Required
• Misc Type Required
• Either Allowed

Select this check box to allow the user to modify items or miscellaneous types.

Enter, or click to select, the default item for a requisition specific to this type. The data available in originates from the Manage Parts, Manage Goods, or Manage Services screens.

Enter, or click to select, the revision number. The data available in originates from the Manage Parts, Manage Goods, or Manage Services screens.

Enter, or click to select, the default miscellaneous type.

The data in the originates from the Manage Line Charge Types screen in Purchasing. Line charge types are entered in the Manage Line Charge Types screen in Purchasing and can also be maintained on the Manage Line Charge Types screen in Sales Order Entry.

A miscellaneous type is only valid (and required) for lines in which no item has been specified

Select this check box to require a quantity to be entered for requisition lines using this requisition type.

Select this check box to enable the period of performance start and end dates for requisition lines of this type.

Select this check box to allow users to modify the approval process for new requisitions of this type.

Select this check box to enable the Procurement Type field in the Requisitioner group box of requisition headers, initially populated by default with the procurement type you specify in this screen.

Select this check box to enable the Procurement Type field in the requisition line, initially populated by default with the procurement type for the corresponding requisition header.

Enter, or click to select, the approval process for this requisition.

The data available in the originates from the Manage Purchase Requisition Approval Processes screen.

Approval process codes represent the manner in which a requisition must be approved before you can generate a purchase order. 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.

Enter, or click to select, the ship ID where this requisitioned item is to be delivered.

The data available in originates from the Ship ID table. The table information is compiled from the Manage Branch Locations, Manage Vendors, Manage Customers, and Manage Warehouses screens.

Use the drop-down list to make a selection. Valid options are:

• Taxable: Select this option if tax is to be calculated for this requisition line item.
• Non-Taxable: Select this options if the item is not taxable.
• Item/Misc Type Default: If you select this option, the taxable value defaults from the Configure Product Definition Settings screen for items and from the Manage Line Charge Types screen in Purchasing for miscellaneous types.

Enter, or click to select, the ID of the warehouse to which this inventory part is delivered. The data available in originates from the Manage Warehouses screen

Enter, or click to select, the procurement type code. The procurement type code represents the type of procurement process the buyer must follow to purchase the requisitioned items. The description of the procurement type displays in the adjacent, non-editable field.

The data in originates on the Manage Procurement Types screen. In the Manage Procurement Types screen, you enter the code, description, and required number of vendor quotes associated with each requisition line.

Enter, or click to select, the ID of the buyer who is responsible for procuring this item. The data available in originates from the Manage Buyers screen.

If you did not select the Manual option in the Buyer Assignments group box of the Configure Purchase Requisition Settings screen, the requisition buyer field defaults based on the setting configuration

Enter, or click to select, the vendor ID of the suggested or preferred vendor for this requisitioned item. The vendor name displays in the adjacent, non-editable field.

The data available in originates from the Manage Vendors screen.

Data may default into this field based on the requisition item you select

Select this check box to allow this requisition to be combined with other requisitions having the same vendor and buyer when creating a purchase order.

The value defaults from the Combine Reqs check box in the Defaults block of the Configure Purchase Requisition Settings screen.

Select this check box to have the requistioner's name default in the Deliver To field for requisitions of this type

Select this check box to specify requisitions with this type as GSA type requisitions. Requisitions for GSA catalog items have their requisition IDs appended with a "-GSA" when printed. The GSA flag is also \copied to any purchase orders generated from the requisition.