Configuration: Customer Configuration for REQConnect

REQConnect

Platform: OnBase
Product: REQConnect
Release: Foundation 24.1
License

Documentation Notice
Overview
About REQConnect
Licensing
Installation
Requirements
General Requirements
Required Modules
Costpoint Versions Supported
Licensing
Upgrade Considerations
Installing REQConnect
Configuring Hyland IdP for Use with REQConnect
Contacting Support
Configuration
Overview
Configuring the Approval Process
Configuration: Customer Configuration for REQConnect
Using Customer Configuration to Configure REQConnect
Customer List
Adding a New Customer
Deleting a Customer
Configuration Settings
Administrator Settings
D4D Sql Settings
Post Pre Processor Web Service Settings
GL Import Settings
Available Options
Customer Details
Database Connection Settings
Costpoint Connection Settings
ReqConnect Document Types
ReqConnect Type Choices
Expenditure Types
Import Reasons for Supporting Documents
ReqConnect Other Settings
Delivery Address Settings
Who Can Make Modification Settings
Search Criteria Minimum Entry Length
Requisition Review Settings
Buyer Selection Criteria
Org ID
Ship To State Exclude
Excluded Ship To Description
Misc Settings
ReqConnect Flags
Configuration: Costpoint Settings for REQConnect
Configuring Costpoint Settings for REQConnect
Manage Project User Flow
Manage Project Account Groups (PAGs)
Manage Accounts
Manage Organization Elements
Link Accounts/Organizations
Vendors
Product Definition
Procurement Types
Buyer Codes
Units of Measure
Miscellaneous Item Codes
Standard Text Codes
Configuration: REQConnect and Costpoint Web Integration Console
Introduction
Terms Used
Default File Locations
Installation and Configuration
Run the Installer
Copy the Template Files
Import the Export Module
Build and Deploy
Configure the Docs for Deltek Web.config File
New Settings in the Docs for Deltek Web.config File
Pre-existing Settings in the Docs for Deltek Web.config File
Connection Settings
Costpoint Connection Settings
Import Status Return Code Settings
Configure the Import Services Web.config File
Configure Workflow
Test Integration Modules (Optional)
CIS Template Files Explained
CIWS XML Files Explained
Settings That Require Template Changes
Passing Null Keyword Type Values to Costpoint
Usage
Starting REQConnect
The Initiation Screen
Initiation Screen Buttons
Initiation Screen Options
Searching for Existing Requisitions
The Purchase Requisition Form
Title Bar
Purchase Requisiton Form Buttons
Header Section Tab
Header Section Tab Fields
Header Section: Multi Currency Check Box
Item Details Tab
Lock Fields (Optional)
Item Details Section Fields
Item Details Section Buttons
Added Line Items Section
Added Line Items Section Buttons
Entering Line Notes
Project Details Tab
Project Details Tab: Requestor Section
Project Details Tab: Contracts Section
Direct Charge Tab
Approving a Requisition
Approval Notification
Reviewing the Requisition for Approval/Rejection
Opening a Requisition
Approval Action Ad Hoc Tasks
Reviewing the Header Section Tab
Reviewing Multicurrency Parameters
Reviewing the Item Details Tab
Reviewing Added Line Items Details
Reviewing Line Items Notes
Reviewing the Audit History Tab
Reviewing and Entering Comments in the Changes/Comments Tab
Reviewing the Direct Charge Tab
Reviewing the Project Details Tab
Cloning a Requisition

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