Purchase Requisition (Extended)

The Purchase Requisition (Extended) screen allows you to define goods or services required and identify potential vendors, an approval process for accepting the requisition, and conversion to a purchase order. The purchase order, once entered or generated, can be printed and mailed or emailed to the vendor.

The purchase requisition document discussed here is an Extended form to allow access and entry to all elements of the document. If a less detailed or complex entry is a better fit, see Purchase Requisition (Default).

The screen begins with the purchase requisition current Stage (Effective Decision) and Total Estimated Cost displayed on the upper right-hand corner of the document.

General

In the General area, enter purchase requisition information.

Field		Description
	Source Company	Enter or select an active company. This is the company responsible for the document. This field may be changed. The default is the home company of the Requisitioner.
	Organization	Enter or select the organization to use for the purchase requisition. The default is the home organization of the Requisitioner. The organization must belong to the source company selected.
	Document Number	Enter a unique document number to identify this document.This field automatically prepopulates and be read-only if an auto-counter has been defined for this type of document.
	Document Date	Enter or select the document date. The default is the current date.
	Purchase Requisition Type	Enter or select a purchase requisition type. Required if Purchase Requisition Approval Group has a blank type.
	Currency	Enter or select the purchase requisition currency. This defaults to the source company currency.
	Description	Enter text to further describe purchase requisition information beyond the typical data.
	Buyer	Select the name of the active or pending active employee to be used in creating the ultimate purchase order.
	Comment	Enter text to describe any purchase requisition comments.
	Bill Location	Enter or select the location where the vendor should send the bill for the ultimate purchase order.
	Primary Ship to Location	Enter or select the location where the ultimate vendor should send the required goods or services. Will be populated with the primary location from the Ship To Location below.
	Required Date	Enter or select the date upon which the required goods or services are needed.
	Created By	Displays the user who created this requisition. Default is current user.
	Requisitioner	Enter or select an employee associated with the purchase requisition. Default is the current employee. Employee must be associated with a Purchase Requisition Approval Group

Ship To

In the Ship To area, enter unique shipping information for location and delivery method. Click to view details. The default columns are marked with an indicator ( ). For information on how to display the optional columns, see Manage Columns.

Field		Description
	Sequence	Displays the automatically generated sequence number that identifies the transaction.
	Address Type	Select the address type as Company or Project. This defaults to Company.
	Company / Project	Select the company or project information associated with the address type selected. This field defaults to the source company when ship to line is first created.
	Location	Select the location associated with the company or project selected in company / project selected. For company, the reference stored is for a location.
	Primary	Select if the ship to location is the primary location. Default is the first ship to location added. Primary can only be selected for one ship to location. Selecting another ship to location deselects any other ship to location marked as primary. In addition, if there are multiple ship to lines and primary ship to location is deleted, last ship to is then set to primary.
	Delivery Method	Select an active delivery method for the goods and services being purchased. This field allows you to specify ship to information of the goods or services.
	Delivery Instructions	Enter any instructions regarding the delivery of goods or services.
	Street	Displays the street found in the Location entered above.
	City	Displays the city found in the Location entered above.
	State / Province	Displays the state / province found in the Location entered above.
	Country	Displays the country found in the Location entered above.
	Zip / Postal Code	Displays the zip / postal code found in the Location entered above.
	Phone Number	Displays the phone number found in the Location entered above.
	Fax Number	Displays the fax number found in the Location entered above.

Line Items

In the Line Items area, enter detail lines for each purchase order. The default columns are marked with an indicator ( ). For information on how to display the optional columns, see Manage Columns.

The Purchase Order Purchase Assistant dialog box allows you to view and select previously requested, requisitioned, and purchased line items. This dialog box is available from Purchase Order, Purchase Requisition, Purchase Receipt and Voucher (Extended).

Field		Description
	Sequence	Displays the automatically generated sequence number that identifies the transaction.
	Category	Enter or select an active purchase item category. If Item is chosen, this defaults to category of Item.
	Item	Enter or select an active purchase item. This is limited to items based on the category selected. This is cleared when category is changed.
	Item Description	Item Description is read-only and displays the description of the item selected. This is required if no item is selected.
	Description	Enter text to further describe the line item beyond the typical posting data. This field is used to describe items that do not exist in the system and is required if no item is selected.
	Company	Enter or select the company. Only companies that exist for item or item category posting group can be used. This defaults to the purchase requisition's source company. If Project is entered, must be authorized on the Project Task for Regular Expense
	Project	Enter or select the project. Only active projects for the company selected are eligible for input. Returns only those projects that match when the Approval Group Type is defined as Chargeable or Nonchargeable. If the Approval Group Type is not defined, then all projects will be returned.
	Task	Enter or select a task. Required when Project is selected. Only active tasks that belong to the line item's project are eligible. Returns only those tasks that match when the Approval Group Type is defined as Chargeable or Nonchargeable. If the Approval Group Type is not defined, then all tasks will be returned.
	Organization	Enter or select the organization. Only active organizations that belong to the line item's company can be selected. The default is the purchase requisition's organization.
	Quantity	Enter the count of the items. The value can have up to two decimal places. The following conditions exist for quantity: If purchase item category purchase basis is amount, the value is zero (0). If purchase item category purchase basis is quantity, the value must be greater than zero (0).
	Measure	Enter text to further describe the quantity. The following conditions exist for measure: This field is read-only if purchase item category purchase basis is not quantity. This field is required if purchase item category purchase basis is quantity. If item changes and contains a value, measure is set to purchase item's measure.
	Price	Enter the price of the line item. The value can have up to four decimal places. The following conditions exist for price: This field is read-only if purchase item category purchase basis is not quantity. This field is required if purchase item category purchase basis is quantity.
	Base Cost	Enter the base cost of the line item. The value can have up to same amount of decimal places as the document currency. This field is read-only when category purchase basis is equal to quantity. When category purchase basis is quantity, this field is calculated as quantity x price.
	Additional Cost	Enter any additional costs. The value can have up to same amount of decimal places as the document currency.
	Estimated Cost	Estimated cost is read-only and is calculated as base cost + additional cost.
	Ship To Location	The ship to location field uses the primary ship to location if no location is selected for the purchase requisition line item.
	Required Date	Enter or select the date the line item of the purchase order is required to be delivered. Default is the purchase requisition require date.
	Promised Date	Enter or select the date the requested line item is promised for delivery. Default is the purchase requisition promise date.
	Preferred Vendor	Enter or select an active vendor to be associated with the purchase requisition line item. This field is cleared when the purchase item changes.
	Preferred Vendor Name	Displays the name associated with the preferred vendor selected.
	Requires Insurance	Select this checkbox if the requested line item requires an insurance certificate to be identified for it.
	Pay When Paid	Select this checkbox if the ultimate purchase order voucher needs to be marked as pay when paid.
	Assigned Reviewers	Displays the roles assigned to review this requested line item as assigned from the related Purchase Requisition Approval Group.
	Missing Reviewers	Displays any review roles not assigned to this requested line item.
	Effective Stage	Displays a reference to the purchase requisition line item stage: Open until it moves to closed when its used on a Purchase Order, or the Requisition is closed manually.

Reviewers

In the Reviewers area, enter individual employees to be reviewers of the purchase requisition. Click to view details.

Field		Description
	Sequence	Displays the automatically generated sequence number that identifies the transaction.
	Reviewer	Select the name of the active or pending active employee to review the purchase requisition. Employee can only exist once as a reviewer on a given purchase requisition. If the purchase requisition has a decision or a last decision the reviewer cannot be changed. If reviewer was added by the process, the reviewer cannot be changed.
	Purchase Requisition Decisions	Enter or select a purchase requisition decision.
	Comment	Enter text to describe any purchase requisition reviewer comments. Required when Requires Comment is set in Purchase Requisition Decisions.
	Return	Select if this decision action allows the reviewer to return a requisition.
	Decision Amount	Displays the amount of the requisition at the time of the decision.
	Decision Date	Displays the date of the requisition at the time of the decision.
	Review Not Complete	Displays if this decision action is to allow the reviewer to hold a requisition pending some other input, i.e. following up with a requisitioner.
	Conclude Review	Displays if this decision action is to allow the reviewer to move a requisition forward in workflow, even if there are other reviewers that have not decided.
	Dispute	Displays if this decision action is to allow the reviewer to hold a requisition that is in dispute. Not available when Review Not Complete or Defer are selected.
	Defer	Displays if this decision action is to allow the reviewer to defer a requisition.
	Delegated Reviewer	Displays if the actual reviewer is a delegate of the assigned reviewer.
	Require Comment	Displays if this decision action is to require the reviewer to add a comment to the purchase requisition.
	Requires Revision	Select to indicate if a purchase requisition should be returned to a reviewer. When selected, the document goes to Pending Review state.

Totals

The Totals area displays the total values recorded on the purchase requisition.

Field		Description
	Base Cost	Displays the sum of the line items base cost for the purchase requisition. This field defaults to zero (0).
	Additional Cost	Displays the sum of the line items additional cost for the purchase requisition. This field defaults to zero (0).
	Estimated Cost	Displays the full cost of the line items for the purchase requisition. This field defaults to zero (0). This is calculated as: base cost + additional cost.