Item Details Section Fields - REQConnect - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - external

Select the project number you want to charge the line to. Click the magnifying glass button to initiate the search window to select the project number from Costpoint. Enter the beginning characters of the project ID and click the magnifying glass button. Select the appropriate project from the result list.

Required

Select the account number you want to charge the line to. An account is required for all requisition lines. Click the magnifying glass button to initiate the search window to select the account number from Costpoint. Enter the beginning characters of the account ID and click the magnifying glass button. Select the appropriate account from the result list.

Required

Select the organization ID you want to charge the line to. Click the magnifying glass button to initiate the search window to select the Org ID from Costpoint. Enter the beginning characters of the Org ID and click the magnifying glass button. Select the appropriate Org ID from the result list.

Required

The Need By Date is the date that the item on this particular line item is needed by. The default date is set to be next day after creating the requisition form. This date overrides the Need By Date specified in the header section of the form. Select a date by using the calendar button.

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 and end date by using the calendar button.

Required

Use the magnifying glass 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 Shipping Address value entered in the header section of the Purchase Requisition Form.

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.

Not required if using Misc Type Code

Item codes can be typed into the field or found using the search window. Click the magnifying glass button to open the search dialog box 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.

Required

Enter or modify the description of the service or material that is to be purchased on this line, maximum 60 characters.

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.

Required

Use the drop-down list to select the unit of measure (UOM) for the service or material to be purchased.

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.

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.

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.

Optional

Click this button to set the tax flag if the line item is taxable. The Tax Information 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.

• Click Save to save changes.

• Click Close to return to the requisition entry screen without saving changes.

• Click Reset to reset to defaults.

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.

May be optional based on config settings

Select the preferred vendor from which this item is to be purchased. Click the magnifying glass button to initiate the search dialog box to select the preferred vendor. Enter the beginning characters of the vendor's name and click the magnifying glass 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.

May be optional based on config settings

Enter a Project Labor Category (PLC) code, or click the magnifying glass button to search for a valid PLC code.

Optional

Standard Text codes are used by the requester to add note information to the requisition that is passed to Costpoint. When you click this button, the following Standard Text dialog box is displayed. You can use the plus button to move the Standard Text codes from the left to the right side or click the Select All button to move them all at once. Once the codes are in the Selected Text Codes column, you can use the minus button to move them back or click the Unselect All to move them all back. The Reset button resets all selection and moves the Standard Text codes back to the default position.

Optional

Enter an inventory abbreviation code, or click the mangifying glass button to search for a valid code.

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.

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.

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.