Line Items |
The Line Items tab for requisitions enables you to display and define line items on requisitions.
Note: When you process an update on the Data -> Procurement -> Estimates screen with a check in the Generate requisition field on the Basic Info tab, the fields on this tab (description, comment, and date due) populate automatically for each line item on the estimate.
Tip: To limit the display of information in the grid and maximize performance, use the filter. You can sort on requisition ID, requisition status, bid ID, vendor ID, and estimate ID.
Requisition ID
Identifier of the requisition currently selected in the grid or that you are defining. This field has a list box.
The bottom section of the Line Items tab consists of three sections: two screen groups and the space between them.
The fields in the first screen group display and define the line items. To select the previous or next item, click the << or >> boxes at the bottom right corner of the group.
When you highlight a row in the first screen group, the second group displays the line item attributes.
When you specify a value in the Line item type field, the space between the two screen groups displays fields relevant to that item type. The line item number displays in an unmarked field at the top left corner of the space.
The fields in the first screen group display and define the line items. To select the previous or next item, click the << or >> boxes at the bottom right corner of the group. Unless otherwise indicated, all fields are optional.
Delete
To delete the entries in the fields to the right, place a check (ü) in this field and click Save.
Line item status
Status of the line item. This field has a list box:
OPEN – You cannot select this status if the requisition has a status of CLOSED (indicated in the Status field on the Basic Info tab).
CLOSED
Item type
Type of item included in the requisition. Required if there is information in the Line item status field. This field has a list box:
COMMERCIAL
EQUIPMENT
FEE
NON-STOCK
When you highlight a row in the group, the line item attributes display in the second screen group. Additionally, fields relevant to the item type display in the blank space between the two groups. The line item number displays in an unmarked field at the top of the space.
Item
Generic description of the item for identification purposes. (It can be a work order, equipment unit, part, or special fee ID, or any other identification item you choose to use.) Free-format area. Required if there is information in the Item type field.
Description
Description of the item included in the requisition. Free-format area. Required if there is information in the Item type field.
Date ordered
Date of the entry of the order. This must be the current system date or earlier. Required if there is information in the Item type field.
Date required
Date the line item is required to be delivered. Required if there is information in the Item type field.
Expected delivery date
Date and time the line item is expected to be delivered. Required if there is information in the Item type field.
Account ID
Identifier of the account to charge for the line item. This field has a choice list.
When you assign an account ID, it must have a status of ACTIVE.
Account IDs and their statuses are defined on the Basic Info tab of the Data -> Setup -> Organization Structure -> Accounts -> Primary Information screen. The Account ID field on the Edit Criteria - General tab of the Data -> Setup -> Options screen specifies whether information in this field is required, optional, or not required.
Vendor contract ID
Identifier of the vendor contract under which the work was ordered. This field has a list box of contract IDs that are current, valid for the vendor on the transaction, and have money remaining on the contract.
Comments
Remarks or notes about the line item included in the requisition.
The following fields enable you to associate data from external systems with requisition line items. This is useful for interfaces to other systems.
External status
Status of the line item recorded on an external system.
Ext qty
Line item quantity recorded on an external system.
Ext date
Date recorded on an external system.
External PO number
Purchase order number recorded on an external system.
External line number
Line number recorded on an external system.
External requisition number
Requisition number recorded on an external system.
External requisition status
Requisition status recorded on an external system.
External comment
Comments regarding the line item recorded on an external system.
Data in the fields in the second screen group in the tab section display and assign attributes to the line items. When you enter information in the Item type field, these fields display attribute information previously assigned to the line item. (To assign attributes to the requisition as a whole, use the Attributes tab.) Unless otherwise indicated, the fields are optional.
Delete
To delete the entries in the fields to the right, place a check (ü) in this field and click Save.
Line number
Line number assigned to the line item by the application. Display only.
Attribute ID
Identifier of the attribute assigned to the line item selected in the first screen group. This field has a list box of IDs restricted by line item type and availability for use on requisitions. Attribute IDs are defined on the Data -> Procurement -> Attributes screen.
Name
Name associated with the attribute ID. Display-only from the Data -> Procurement -> Attributes screen.
Text value
Text value for the attribute used with the numeric value. For example, this field may contain a term (such as discount percent) and the Numeric value field may contain the corresponding amount (such as 10.000).
Numeric value
Numeric value for the attribute used with the text value. For example, the Text value field may contain a term (such as discount percent) and this field may contain the corresponding amount (such as 10.000).
Comments
Remarks or notes about the attribute ID assigned to the line item. Free-format area.
The fields that display in the space between the screen groups depends on the line item type: COMMERCIAL, EQUIPMENT, NON-STOCK, or FEE.
The line item included in the requisition is for commercial work. The following fields appear in the space between the groups.
Total cost
Total cost of the commercial work on the requisition. Display only.
Task ID
Identifier of the task that describes the commercial work. This field has a list box of IDs that have a check in the Active field on the Basic Info tab of the Data -> Shop Activity -> Setup -> Tasks -> Primary Information screen, which indicates you can post charges to the task. This field is required.
Note: You cannot post indirect tasks against commercial line items.
Task IDs are defined on the Data -> Shop Activity -> Setup -> Tasks -> Primary Information screen.
Work order ID
Three-part field that identifies the work order. The first part identifies the shop location to which the work order is assigned. The second part is the year the work order was opened. The third part is the work order number. This field has a list box. Optional.
Parts cost
Vendor’s flat rate for parts required to complete the task in the Task ID field. Required if there is no information in the Labor cost field.
This field uses the rate specified on the Data -> Purchasing -> Vendor Contracts -> Commercial Work screen.
Misc cost
Amount of any other costs incurred by the task in the Task ID field for items such as small parts, washing, and minor repair. Must be zero or greater than zero for bids, estimates, requisitions, and deliveries. If the requisition was created from the Data -> Procurement -> Estimates screen, miscellaneous costs for commercial line items are carried over.
Labor cost
Charges for labor required to complete the task in the Task ID field. Defaults to zero. Calculated automatically if the labor rate and labor hours are entered. Required if there is no information in the Parts cost field.
This field uses the rate specified on the Data -> Purchasing -> Vendor Contracts -> Commercial Work screen.
Labor rate
Rate of the labor cost.
Labor hours
Number of hours of labor required to complete the task ID, to the nearest hundredth of an hour. Must be a positive number.
The line item included in the requisition is for one or more equipment units. Required to use the Equipment Planning module to specify a project ID for the requisition. The following fields appear in the space between the groups.
Quantity
Number of equipment units included in the requisition. Must be greater than zero. Maximum field length is six digits.
Unit price
Price of each equipment unit included in the requisition. Must be greater than zero.
Equipment ID
ID of an equipment unit. This field is for reference information only.
Delivery location
Identifier of the location at which the equipment unit (or units) will be delivered.
Project ID
Identifier of the equipment planning project of which this requisition is a part. This field has a list box.
If the Equipment Planning module is installed, when you specify an ID in this field, an event type for the project is inserted on the Event/Approval Tracking tab of the Data -> Equipment Management -> Planning -> Projects screen and information from the template assigned to the project displays in the following two fields. Both fields have list boxes.
Note: Projects are assigned to templates on the Basic Info tab of the Data -> Equipment Management -> Planning -> Projects screen. Project templates are defined on the Basic Info tab of the Data -> Equipment Management -> Planning -> Templates screen.
Equipment type
Type of equipment. This field has a list box.
Maintenance class
Class to which the equipment unit is assigned for maintenance.
The line item included in the requisition is for a non-stock item (or items). The following fields display in the space between the groups.
Quantity
Quantity of the non-stock item needed.
Unit price
Price of each non-stock item included in the requisition.
Delivery location
Identifier of the location to which the non-stock item (or items) will be delivered.
The line item included in the requisition is a fee. The total cost of the fee displays in the space between the groups.