Requisitions |
The Requisitions tab enables you to indicate which purchase types are used on requisitions. You also can define the structure of the default ID. Automatic numbering can be turned off (NONE), set to the standard structure of the ID (STANDARD), or be assigned a custom structure (CUSTOM).
The field in the top section of the Requisitions tab is display only from the Basic Info tab.
Purchase type ID
Identifier of the purchase type either being defined or that is currently selected in the grid. This field has a list box. If the purchase type already exists, its description displays to the right of the field. Required.
Data in the fields in the bottom section of this tab enable you to indicate which purchase types apply to requisitions. You also can specify an automatic numbering structure. All fields are optional.
Used on requests for requisitions
If this field has a check, the purchase type ID may be used on requisitions.
Require vendor contract ID on line items
If this field has a check, a vendor contract ID is required on requisitions.
If a vendor has only one current (by date) contract in place, that contract ID defaults on requisitions.
If a vendor has two or more current contracts in place, users must specify a contract ID before they can process the requisition.
If a vendor does not have a current contract, no contract ID will default and none is required.
Automatic numbering
The three automatic numbering schemes that you can use for requisitions. The options are:
NONE: Automatic numbering is turned off
STANDARD: Automatic numbering is set to the standard ID structure: [LOC]-[YR]-[SEQ:7] (this is the default)
CUSTOM: Automatic numbering is assigned a user-defined structure
Custom ID structure
Free-form text field in which you can specify a custom numbering structure by combining static text with one or more of the following tags.
Replace [LOC] with the location ID on the entity header.
Replace [YR] with the current year specified on the Data -> Setup -> Options screen.
Replace [SEQ:#] with a generated sequential number zero-padded to the number of digits specified. The SEQ must contain a minimum of three alphanumeric characters.
The complete ID (i.e., [LOC]-[YR]-[SEQ]) cannot exceed 30 characters. This field is optional.
Tip: Custom IDs cannot include the following symbols: $%/!@#^*()+={}`~`"\|><?,_l)
Shipping line items require associated related work order
Choose an option for requiring an associated related work order to this requisition.
Never: Do not require related work order
Warning: Warn if order line item does not have a related work order
Require: Validate if order line item does not have a related work order
Fee line items require associated related work order
Never: Do not require related work order
Warning: Warn if order line item does not have a related work order
Require: Validate if order line item does not have a related work order