to select, a rejection reason for this requisition. You can enter rejection reasons in the Manage Purchase Requisition Rejection Reasons screen.Use this screen to approve requisitions that can later be generated into purchase orders. Only requisitions requiring approval from a specified user display. You can access this screen only if you selected the Requisition option in the Approval Level group box on the Configure Purchase Requisition Settings screen. Otherwise, you must approve purchase requisition lines in the Approve Purchase Requisition Lines screen.
The user ID approving the requisition is assigned to an approval title in the Manage Purchase Requisition Approval Titles screen. You can assign multiple user IDs to one approval title. Each of these user IDs can approve the requisition, as long as the user's minimum and maximum dollar limits are met. Then you assign the approval titles to an approval process code in the Manage Purchase Requisition Approval Processes screen. You can assign multiple approval titles to one approval process. Therefore, one approval process may require approval by many users.
You can also use this screen to reject a requisition. This can occur for various reasons and will cause the approval process for that requisition to be suspended. The requisitioner must then modify the requisition and resubmit it for approval.
Use this screen whenever there are requisitions requiring approval, if approvals are done at the requisition level.
When you access this screen, Costpoint prompts you to indicate the purchase requisitions you want to approve or reject via the Query dialog box. If you do not use the Query function, this screen displays in form view. Otherwise, this screen displays in table view.
This field displays the identification code for this requisition.
This field displays the revision of this requisition.
This field displays the approval title for the Approval Seq No assigned to this requisition.
This field displays the date on which this requisition was created.
This field displays the transaction currency code assigned to this requisition in the Exchange Rates subtask. All amounts on this screen are in terms of this currency.
This field displays the over budget status of this requisition:
Yes — This indicates that the Over Budget Validation check box in the Configure Purchase Requisition Settings screen is selected. Before the requisition can be approved, you must run the Compute Over Budget Transactions screen in Costpoint Budgeting and ETC.
No — This indicates that the Over Budget Validation check box in the Configure Purchase Requisition Settings screen is cleared. If the requisition is not over budget, it can be approved.
Released — This indicates that the Compute Over Budget Transactions screen has been run and the requisition can be approved.
This field displays the total amount for this requisition.
This field displays the header notes for this requisition.
Use this field to enter additional information associated with this requisition's approval or rejection.
This field displays the employee ID of the requisitioner for this requisition.
This field displays the name of the Requisitioner.
This field displays the identification code of the organization to which the Requisitioner belongs.
This field displays the telephone number of the Requisitioner.
This field displays the telephone extension number of the Requisitioner.
This field displays the approval process code for this requisition. You establish requisition approval codes and settings in the Manage Purchase Requisition Approval Processes screen.
This field displays the sequence number assigned to the approval title of the approval process. This number determines the preferred approval order. When you add a new approval title, you must enter the sequence number, which cannot be less than the current approval title's sequence number.
This check box is selected if the person who opens this screen (as indicated by the user ID) is the preferred approver for this requisition.
Use the drop-down list to select the approval status of this requisition. Valid options are:
Pending — This indicates that this requisition is pending approval and cannot be turned into a purchase order.
Approved — This indicates that this requisition is approved for this approval title. It can be turned into a purchase order after all required approval titles give their approval.
Rejected — This indicates that this requisition was rejected during the approval process and can be corrected and submitted again.
Before you can approve a requisition, the inventory abbreviation's Active field must be Y (Yes) on the Inventory Abbreviations subtask of the Manage Inventory Projects screen in Costpoint Inventory. If the Active field is O (Out) or N (Not active), you cannot approve the requisition and save the record. Additionally, the project that is listed in the Display Line Detail subtask and the Account Distribution subtask must have its Active check box selected in the Manage Project User Flow screen in Costpoint Project Setup.
This field displays the default date on which the approval status was modified for this approval title. You can modify this value as needed.
If you selected the Rejected from the Approval Status drop-down list, you must enter, or use to select, a rejection reason for this requisition. You can enter rejection reasons in the Manage Purchase Requisition Rejection Reasons screen.
Use this field to enter, or use to select, the employee ID to assign for the approval title for this requisition.
This field displays the name of the selected Employee.
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Subtask |
Description |
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Requisition Header Documents |
Click this link to open the Requisition Header Documents subtask and view a list of documents associated with a requisition header. |
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Approvals |
Click this link to open the Approvals subtask and view or maintain the approval process for this requisition. |
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Accounts |
Click this link to open the Accounts subtask and view or assign project, account, and organization IDs to a requisition. |
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Exchange Rates |
Click this link to open the Exchange Rates subtask and view transaction currency, rate groups, and exchange rates for a requisition. This link is disabled if you do not have access to Costpoint Multicurrency. |
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Totals |
Click this button to open the Totals and view requisition total amounts. |
Use this table window to view requisition lines for the selected requisition.
This field displays the requisition line number.
This field displays the requisition line type.
This field displays the identification code of the item requisitioned in this requisition line.
This field displays the revision of the Item.
This field displays the description of the Item.
This field displays the miscellaneous line charge type code for this requisition line.
This field displays the line notes associated with this requisition.
This field displays information entered by the requisitioner for this requisition line.
This field displays the unit of measure for this requisition line.
This field displays the requisitioned quantity in this requisition line.
This field displays the estimated unit cost for the requisitioned item.
This field displays the estimated cost type code for this requisition line.
This field displays the extended amount for this requisition line.
This field displays the estimated line charges for this requisition line.
This field displays the estimated sales tax/VAT amount for this requisition line.
This field displays the total estimated amount for this requisition line.
This field displays the requested date for this requisition line.
This field displays the inventory abbreviation code for this requisition line.
This field displays the warehouse ID for this requisition line.
This field displays the 'deliver to' information for this requisition line.
This field displays the order reference information for this requisition line.
This field displays the overship value for this requisition line.
This field displays the receipt tolerance value for this requisition line.
This field displays Y (Yes) if this requisition line requires QC inspection. Otherwise, this field displays N (No).
This field displays Y (Yes) if this requisition line requires source inspection. Otherwise, this field displays N (No).
This field displays Y (Yes) if this requisition line requires a certificate of conformance. Otherwise, this field displays N (No).
This field displays the ship ID for this requisition line.
This field displays the ID of the preferred source vendor for the requisitioned item.
This field displays the name of the Preferred Vendor.
This field displays the sales tax/VAT rate for the sales tax/VAT code assigned to the Ship ID.
This field displays the manufacturer part number of the requisitioned item.
This field displays the manufacturer part revision number of the requisitioned item.
This field displays the vendor part number of the requisitioned item.
This field displays the vendor part revision of the requisitioned item.
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Subtask |
Description |
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Requisition Line Documents |
Click this link to open the Requisition Line Documents subtask and assign documents to a requisition line. |
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Currency Line |
Click this link to open the Currency Line subtask and view requisition line amounts in both transaction and functional currencies. This link is enabled if the transaction and functional currencies are different in the Exchange Rates subtask. This link is disabled if you do not have access to Costpoint Multicurrency. |
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QC Line Text |
Click this link to open the QC Line Text subtask and view or maintain quality control data for this requisition line. |