Costpoint Online Help

Contents of the Load Requisition Org IDs Screen

Use the fields and options to configure the Load Requisition Org IDs screen.

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field Description
Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Selection Ranges

Use this group box to define the selection criteria for the requisitions that will be included in the process.

Requisition

Field Description
Option

From the drop-down list, select the range of requisition for which to load the requisitioner's organization. The values are:

  • All: Select this option to include all requisitions in the process.
  • One: Select this option to include only one requisition in the process. Enter the requisition in the Start field.
  • Range: Select this option to include a range of requisitions in the process. Enter the beginning value in the Start field and the ending value in the End field.
  • From Beginning: Select this option to include a range of requisitions starting with the first requisition record up to the requisition you enter in the End field.
  • To End: Select this option to include a range of requisitions starting with the requisition you enter in the Start field up to the last requisition record.
Start

If your Option selection is One, enter, or click to select, the individual requisition to include in the process. If your Option selection is Range or to End, enter, or click to select, the beginning requisition to include in the process.

End

If your Option selection is From Beginning or Range, enter, or click to select, the ending requisition to include in the process.

Requisitioner

Field Description
Option

From the drop-down list, select the range of requisitioner for which to load the requisitioner's organization. The values are:

  • All: Select this option to include all requisitioners in the process.
  • One: Select this option to include only one requisitioner in the process. Enter the requisitioner in the Start field.
  • Range: Select this option to include a range of requisitioners in the process. Enter the beginning value in the Start field and the ending value in the End field.
  • From Beginning: Select this option to include a range of requisitioners starting with the first requisitioner record up to the requisitioner you enter in the End field.
  • To End: Select this option to include a range of requisitioners starting with the requisitioner you enter in the Start field up to the last requisitioner record.
Start

If your Option selection is One, enter, or click to select, the individual requisitioner to include in the process. If your Option selection is Range or to End, enter, or click to select, the beginning requisitioner to include in the process.

End

If your Option selection is From Beginning or Range, enter, or click to select, the ending requisitioner to include in the process.

Requisition Date

Field Description
Option

From the drop-down list, select the range of the requisition dates for which to load the requisitioner's organization. The values are:

  • All: Select this option to include all requisition dates in the process.
  • One: Select this option to include only one requisition date in the process. Enter the requisition date in the Start field.
  • Range: Select this option to include a range of requisition dates in the process. Enter the beginning value in the Start field and the ending value in the End field.
  • From Beginning: Select this option to include a range of requisition dates starting with the first requisition date record up to the requisition date you enter in the End field.
  • To End: Select this option to include a range of requisition dates starting with the requisition date you enter in the Start field up to the last requisition date record.
Start

If your Option selection is One, enter, or click to select, the individual requisition date to include in the process. If your Option selection is Range or to End, enter, or click to select, the beginning requisition date to include in the process.

End

If your Option selection is From Beginning or Range, enter, or click to select, the ending requisition date to include in the process.

Options

Use this group box to specify additional options for this utility.

Field Description
Include Requisition Status

From the options, select the status of the requisition for which to load the requisitioner's organization. These check boxes are initially selected by default, and you can clear each check box as needed.

  • Pending
  • Approved
  • Closed
  • PO Generated
  • Void
  • Rejected
Source Organization

Select an option to load the requisitioner's organization. The options are:

  • Requisitioner's Home Org: This is selected by default. Keep it selected to load the home organization linked to the requisitioner's employee ID.
  • Others: Select this option to provide other organization ID. This option enables the field next to it where you can enter or use to select, the organization to load for the requisitioner's organization value.