Subtasks of the Apply PO Info to Purchase Requisitions Screen The Apply PO Info to Purchase Requisitions screen has several subtasks. Related Topics:Header SOW Subtask Use this subtask to enter the relevant Statement of Work (SOW) for the requisition. Hdr Text Subtask Use this subtask to assign established standard text codes to this requisition. Hdr Approvals Subtask Use this subtask to view the approval status information of the requisition. Quotes Subtask Use this subtask to add quote information to a requisition line item or reference existing vendor quotes that were used by the buyer to source the requisitioned item. Assign PO Subtask Use this subtask to assign purchase orders to the selected requisition. Assign PO-Combined Subtask Use this subtask to assign purchase orders to the combined requisition lines. Totals Subtask Use this subtask to view the total estimated extended cost amount, total estimated line charges, total estimated sales tax/VAT amount, and total estimated cost amount for the requisition. Exchange Rates Subtask of the Header Section Use this subtask to review and modify the transaction currency exchange rate for the requisition transaction if it occurs in a non-functional currency. Hdr Documents Subtask Use this subtask to assign documents to the requisition header. Documents may be pre-established within Costpoint, or assigned by requisition. Link SCI/SAP Security Codes Subtask of the Header Section Use this subtask to link the security codes of the requisition. Line SOW Subtask Use this subtask to enter the relevant detailed Statement of Work (SOW) or multiple SOWs for the requisition line. Resources Subtask of Requisition Lines Use this subtask to enter details regarding the resources of the subcontractor. Serial/Lot Subtask of Requisition Lines Use this subtask to enter and assign new serial and lot numbers to inventory parts that require serial and/or lot tracking. Accounts Subtask Use this subtask to distribute this requisition line charge to single or multiple project/account/organization combinations. This is a required subtask for all requisition lines. Line Charges Subtask Use this subtask to set up additional estimated charges for a line item. Line Text Subtask Use this subtask to assign established standard text codes to this requisition line. RFQs Subtask Use this subtask to create a request for quote (RFQ) or select and existing RFQ for the selected requisition line on the main screen. Line Approvals Subtask Use this subtask to view information that is used to determine when the requisition becomes approved. Line Documents Subtask Use this subtask to assign documents to the requisition line. Currency Line Subtask Use this subtask to view information related to the transaction and functional currency amounts for the selected requisition line. Proj Sub Parts Subtask Use this subtask to view the current inventory information for any substitute parts for the selected part and project. Link SCI/SAP Security Codes Subtask of Requisition Lines Use this subtask to link the security codes of the requisition. Delivery Schedule Subtask of Requisition Lines Use this subtask to view and enter the multiple delivery schedule of a purchase requisition line. Components Subtask Use this subtask to enter components for the purchase requisition. Parent Topic: Apply PO Info to Purchase Requisitions HomeMaterialsProcurement PlanningPurchase RequisitionsApply PO Info to Purchase RequisitionsSubtasks of the Apply PO Info to Purchase Requisitions Screen
Subtasks of the Apply PO Info to Purchase Requisitions Screen The Apply PO Info to Purchase Requisitions screen has several subtasks. Related Topics:Header SOW Subtask Use this subtask to enter the relevant Statement of Work (SOW) for the requisition. Hdr Text Subtask Use this subtask to assign established standard text codes to this requisition. Hdr Approvals Subtask Use this subtask to view the approval status information of the requisition. Quotes Subtask Use this subtask to add quote information to a requisition line item or reference existing vendor quotes that were used by the buyer to source the requisitioned item. Assign PO Subtask Use this subtask to assign purchase orders to the selected requisition. Assign PO-Combined Subtask Use this subtask to assign purchase orders to the combined requisition lines. Totals Subtask Use this subtask to view the total estimated extended cost amount, total estimated line charges, total estimated sales tax/VAT amount, and total estimated cost amount for the requisition. Exchange Rates Subtask of the Header Section Use this subtask to review and modify the transaction currency exchange rate for the requisition transaction if it occurs in a non-functional currency. Hdr Documents Subtask Use this subtask to assign documents to the requisition header. Documents may be pre-established within Costpoint, or assigned by requisition. Link SCI/SAP Security Codes Subtask of the Header Section Use this subtask to link the security codes of the requisition. Line SOW Subtask Use this subtask to enter the relevant detailed Statement of Work (SOW) or multiple SOWs for the requisition line. Resources Subtask of Requisition Lines Use this subtask to enter details regarding the resources of the subcontractor. Serial/Lot Subtask of Requisition Lines Use this subtask to enter and assign new serial and lot numbers to inventory parts that require serial and/or lot tracking. Accounts Subtask Use this subtask to distribute this requisition line charge to single or multiple project/account/organization combinations. This is a required subtask for all requisition lines. Line Charges Subtask Use this subtask to set up additional estimated charges for a line item. Line Text Subtask Use this subtask to assign established standard text codes to this requisition line. RFQs Subtask Use this subtask to create a request for quote (RFQ) or select and existing RFQ for the selected requisition line on the main screen. Line Approvals Subtask Use this subtask to view information that is used to determine when the requisition becomes approved. Line Documents Subtask Use this subtask to assign documents to the requisition line. Currency Line Subtask Use this subtask to view information related to the transaction and functional currency amounts for the selected requisition line. Proj Sub Parts Subtask Use this subtask to view the current inventory information for any substitute parts for the selected part and project. Link SCI/SAP Security Codes Subtask of Requisition Lines Use this subtask to link the security codes of the requisition. Delivery Schedule Subtask of Requisition Lines Use this subtask to view and enter the multiple delivery schedule of a purchase requisition line. Components Subtask Use this subtask to enter components for the purchase requisition. Parent Topic: Apply PO Info to Purchase Requisitions HomeMaterialsProcurement PlanningPurchase RequisitionsApply PO Info to Purchase RequisitionsSubtasks of the Apply PO Info to Purchase Requisitions Screen