The Requestor section of the Project Details tab contains the following fields that relate to the requester.
|
Setting |
Note |
Description |
|---|---|---|
|
Sole/Single Source |
Select the Yes or No radio button to indicate whether this requisition supplier source is competitive bid or sole source. If Yes is selected, justification notes are required prior to submission of the requisition. |
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|
Type of Purchase |
Select the radio button for Standard or Subcontract. Note:
This field may be made mandatory by setting the configuration flag in the Customer Configuration settings. If it is set as mandatory, the requisition may not be submitted until a selection is made. |
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|
Is this order taxable? |
Optional |
Select the radio button to indicate whether this is a taxable order. If No, justification notes are required prior to submission of the requisition. This option may be used to assist with Workflow routing. |
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Invoice Require Approval |
Optional |
Select the radio button to indicate whether the buyer codes the purchase order according to the requirement. The invoice for this purchase is directed through approval (Yes) or directly to the AP supervisor (No) based on the selection. This optional feature is used to interface with the approval functionality in IAConnect. Note:
Additional Workflow configuration may be needed to route the invoices as required. |
|
Quality Review Required? |
Optional |
Within the Workflow process an auxiliary review queue may be created to use this function. This indicator is to be used for indirect project purchases to determine if any additional contract review may be required. If the project to charge is a direct project, the requisition may automatically be routed to Quality queue for review in the Workflow. If the project to charge is indirect then the invoice is routed to QA if Yes is selected or directly to the buyer after approval if No is selected. |
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Is this item being purchased from a foreign supplier? |
Workflow may be configured to review this flag and provide an additional action. This feature may alert a customs group within the company. If Yes is selected, an email goes to the customs group to initiate document processing at the same time the requisition is forwarded to the buyer for review. |
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Is this item intended for End Use outside of the United States? |
If Yes is selected, an email goes to the customs group for processing at the same time the requisition is forwarded to the buyer for review. |
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Quality Notes |
Notes may be entered in this field by the quality review specialist. |
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Foreign Fixed Rate |
This field provides the ability to override the multicurrency rate. This is for notation purposes only and is used during the approval review. A user defined field must be set up for the Costpoint project for it to be fully functional. |