The following fields and buttons are available in the Line Item Detail section.
|
Field/Button |
Note |
Description |
|---|---|---|
|
Project |
Select the project number you want to charge the line to. Click the binoculars button to initiate the search window to select the project number from Costpoint. Enter the beginning characters of the project ID and click the search button. Select the appropriate project from the result list. Note:
Only open and active projects are available to use and to look-up. The minimum number of characters for the project search is defined in the customer configuration options set up. If an account is entered first that does not require a project then the Project field is not required and is not available. |
|
|
Account |
Required |
Select the account number you want to charge the line to. An account is required for all requisition lines. Click the binoculars button to initiate the search window to select the account number from Costpoint. Enter the beginning characters of the account ID and click the search button. Select the appropriate account from the result list. Note:
Only active accounts are available in the look-up or for data entry. If a project is used, only accounts that are active in the Project Account Group (PAG) are available in the look-up. If an Org code is populated with the Project field the account must also be actively linked to the organization code in the Costpoint Org_Acct table and be within the period of performance. Note:
Accounts viewable in this search may be filtered by Expense Types and Expense Levels. For more information on this filtering, see the IAConnect module reference guide. |
|
Org |
Required |
Select the organization ID you want to charge the line to. Click the binoculars button to initiate the search window to select the Org ID from Costpoint. Enter the beginning characters of the Org ID and click the search button. Select the appropriate Org ID from the result list. Note:
Only organizations are available in the look-up or for data entry. If a project is used, only Orgs that are active and not limited by the project wildcards are available. If an account code is populated with the Project field the Org must also be actively linked to the account code in the Costpoint Org_Acct table and be within the period of performance. |
|
Need By Date |
Required |
The Need By Date is the date that the item on this particular line item is needed by. This date overrides the Need By Date specified in the header section of the form. Select a date by using the calendar button. Note:
The Need By Date must be at least one day in the future. |
|
Vendor |
May be optional based on config settings |
Select the preferred vendor from which this item is to be purchased. Click the binoculars button to initiate the search window to select the preferred vendor. Enter the beginning characters of the vendor's name and click the search button. Select the appropriate vendor from the result list. If the vendor is not known, the buyer may select this at a later point in the process. Note:
The minimum number of characters for the search is defined in the customer configuration options set up. Only vendors that are Approved and Not on Hold in the Costpoint Vendor table are available for selection. The Vendor field may be made optional or mandatory based on a global setting in the Customer Configuration settings. |
|
POP Start |
Optional |
If this line item is for a service or subcontract labor, then there may be a specific period of performance (POP) that can be entered. Select a start date by using the calendar button. |
|
POP End |
Required if using POP Start |
If this line item is for a service or subcontract labor then there may be a specific period of performance (POP) that can be entered. Select an end date by using the calendar button. |
|
Misc Type |
Optional if using Item Code |
Select the miscellaneous type code using the drop-down list available. If this option is chosen, the item field is deactivated for this line item. Note:
The Misc Type is an either/or option with the Item code. If Misc Type is used then Item Code cannot be used. If Item Code is used then Misc Type cannot be used. This option is a line by line option for data entered. |
|
Tax Info button |
Optional |
Click this button to set the tax flag if the line item is taxable. The Tax Info dialog box is displayed. 
The Resale and Lease settings default to No. The Project Type field is auto-populated based on the project ID entered for that line. If the Taxable check box is selected, the tax amount is calculated based on the tax ID associated with ship ID selected for that line.
Note:
The line defaults of taxable or non-taxable are defined by the Costpoint product definition settings related to parts, goods, services or miscellaneous line types. The default entries may be overridden during data entry. |
|
Item Code |
Not required if using Misc Type Code |
Item codes can be typed into the field or found using the search window. Click the binoculars button to open the search window to select the item to purchase. Enter the beginning characters of the item ID from Costpoint and click Search to populate the result set. Select the item code and description from the result list. Tip:
You can sort the search results by clicking the Item Code or Item Description header. Note:
The minimum number of characters for the search is defined in the customer configuration options set up. |
|
Item Description |
Required |
Enter or modify the description of the service or material that is to be purchased on this line, maximum 60 characters. |
|
Quantity |
Required if Item Code is for a Part or Good |
Enter quantity to be purchased as a numeric value. The quantity may contain up to 4 decimal places. The field type is a decimal (14,4) format. |
|
Unit of Measure (UOM) |
Required |
Use the drop-down list to select the unit of measure (UOM) for the service or material to be purchased. Note:
The unit of measure value is pulled from the Costpoint UOM table. |
|
Unit Price |
Required if using Quantity |
Enter the unit cost for the item to be purchased. The unit cost field may contain up to 4 decimal places. The field type is a Decimal (14,4) format. Note:
The unit cost may be 0.00 if there is no charge. If the quantity field is populated the unit cost field is mandatory. |
|
Tax Amount |
Auto-populated |
This field cannot be edited. The field is auto-populated if the Taxable check box is checked in the Tax Info dialog box. |
|
Extended Amount |
Required |
This field is auto calculated if Quantity and Unit Price have been entered. If the item code is a service or if the Misc Type field was used, then you may enter either Extended Amount by itself or Quantity and Unit Cost together. |
|
Vendor Part ID |
Optional |
Use this field if you want to enter the vendor's code that is the functional equivalent to the item you have selected. The vendor part code has a maximum of 30 characters. |
|
Manufacturer Part ID |
Optional |
Enter the manufacturer part number item code that is the functional equivalent to the item you have selected. The manufacturer part code has a maximum of 30 characters. |
|
Deliver To |
Optional |
Enter the name of the person that the item is to be notified upon receipt or if there are any questions related to the purchase of that item. The field format is VARCHAR (25), so the user may enter up to 25 characters and is not validated against any tables. Note:
The Deliver To field is an attention to field and is not tied to the Ship To address code. |
|
Ship To |
Required |
Use the binoculars button to search and select the appropriate shipping address for the supplier to deliver the good or service on this line. This entry overrides the default Ship To address entered in the header section of the Purchase Requisition Form. Note:
The Ship To address code determines the tax rate from the Costpoint SHIP_ID table. The Ship To code is required if ordering parts or goods or if the line is a taxable line. |
|
Quality check box |
Optional |
Select this check box if quality notes are going to be required and a QC inspection is required in receiving for the item purchased. Note:
For some REQConnect solutions, selecting the Quality check box can determine whether the requisition is directed to the Quality Review queue in the Workflow process if the Workflow routing is set up. See your system administrator to determine whether this option is included in your solution. |
|
Std Text button |
Optional |
Standard Text codes are used by the requester to add note information to the requisition that is passed to Costpoint. The following dialog box is displayed. When you click this button, the Standard Text dialog box is displayed. You can use the arrow buttons to move the Standard Text codes from the left to the right side. 
|
|
PLC |
May be optional based on config settings |
Enter a Project Labor Category (PLC) code, or click the binoculars button to search for a valid PLC code. Note:
Depending on your configuration, this field may not be included on the Purchase Requisition Form. |
|
Inventory Abbrev |
Optional |
Enter an inventory abbreviation code, or click the binoculars button to search for a valid code. |