ASSIGN PO - COMBINED

Use this subtask to assign purchase orders to the combined requisition lines. When the Combine with Other Requisitions check box is selected in the requisition header, upon PO creation, the system combines requisition lines in a purchase order in a single PO line (if the Combine in Delivery Schedule check box is selected and the requisition lines are for the same part/rev even though they are from different requisition and/or requisition line combination, and user assigned same PO ID for different requisition/requisition lines).

Ready for PO

Select this check box to indicate that the requisition line is eligible to be turned into a purchase order line.

Auto-Assign PO

Select this check box to automatically assign a purchase order ID to the requisition item. Costpoint assigns the next purchase order number from Costpoint Purchasing.

Item

This field displays the item ID to be ordered.

Item Rev

This field displays the revision ID of the item to be ordered.

Description

This field displays the description of the item.

Vendor

Enter, or use to select, the identification code of the vendor assigned to the requisitioned item. If you enter a subcontract ID, the vendor linked to the subcontract record is loaded by default and this field cannot be edited.

When you add a new line to the table window, this field defaults to the vendor ID established in the Header tab or the preferred vendor from the requisition line on the main screen. This default is modifiable.

If an existing PO is assigned to a requisition line (from a requisition with Subcontract ID), the PO vendor must match the referenced subcontract vendor.

Vendor Name

This field displays the descriptive name of the Vendor.

Vendor Address

This field displays the order address of the vendor.

Req Ln Pref Vendor

This field displays the preferred vendor for the requisition line.

Purchase Order

If you cleared the Auto-Assign PO check box, you can use this field to enter, or use to select, a purchase order ID to assign to this requisition line.

If you selected the Auto-Assign PO check box, Costpoint assigns the purchase order IDs in accordance with the PO numbering method established in the Configure Purchase Order Voucher Settings screen in Costpoint Purchasing:

• System - Costpoint automatically assigns the next available purchase order number when you save the purchase order.

• Buyer - Costpoint automatically assigns the purchase order number in accordance with the numbering scheme for the buyer entered on the requisition line. Each buyer can have an individual purchase order numbering scheme established in the Buyers table.

Costpoint increments by one the last system purchase order number on the Configure Purchase Order Voucher Settings screen or the Manage Buyers screen. Both screens are located in Costpoint Purchasing. After generation, the purchase order for this requisition line displays in this field.

If you select Manual as the purchase order numbering method in the Configure Purchase Order Vouchers Settings screen, Costpoint Procurement Planning does not assign a purchase order ID and no purchase order is created. Change the numbering method to System or Buyer to resolve this problem.

Release

Enter release number if this requisition line is for a blanket order that is to have issues released against it. Leave it blank (zero) to have Costpoint create a new release.

This field is optional for non-blanket order lines.

The release number must be zero if the purchase order type is not Release Order.

The release number must be greater than zero if the purchase order type is Release Order.

To create a blanket release you must first create a blanket order.

To create a blanket release you must first create a blanket order.

Blanket Line

Enter, or use to select, the blanket purchase order line number to assign to this requisition line. You can enter blanket purchase order lines only when you are either creating a release for an existing blanket order or assigning a new blanket order.

PO Line

This field displays the purchase order line assigned to this requisitioned item.

PO Quantity (PO U/M)

This field displays the purchase order quantity, in the purchase order unit of measure, to be delivered by this vendor for this requisitioned line item.

PO U/M

This field displays the purchase order unit of measure for this requisitioned item.

PO Quantity (Req U/M)

This field displays the quantity to be requisitioned in the requisitioned item unit of measure.

Unassigned Quantity

This field displays the unassigned quantity, which Costpoint calculates by subtracting the order quantity of each assigned PO line from the requisitioned quantity.

Awarded Quote

Enter, or use to select, the quote ID that was used as a source for the requisitioned item.

Awarded Quote Line

Enter, or use to select, the quote line number used as a source for the requisitioned item.

Quote Award Reason

Enter, or use to select, the reason for awarding the specific quote to the purchase order.

Quote Award Reason Desc

This field displays the description of the quote award reason.

Business Size

Select an option from the drop-down list to indicate the vendor's business size for this type of purchase order line.

PO Created

This field displays Y (Yes) if a purchase order line was already created for this requisition line. Otherwise, this field displays N (No).

Due Date

This field displays the date on which the requisitioned item is due for delivery as requested by the requisitioner. You can use this field to enter, or use to select, a different date.

Desired Date

This field displays the preferred date on which the requisitioned item should be delivered. You can use this field to enter, or use to select, a different date.

Delivery Schedule Exists

This check box indicates that there are multiple delivery schedules that exist for the PO line.

Ship ID

Enter, or use to select, the ship ID to which the requisitioned item is to be delivered.

Ship Via

This field displays the shipping method to be used by the vendor.

Currency

This field displays the currency code assigned to this requisition line.

Negotiated Gross Unit Cost Amt

This field displays the negotiated gross unit cost for the requisitioned item.

Volume Discount

This field displays the negotiated volume discount percentage the vendor is offering for the requisitioned item.

Negotiated Net Unit Cost Amt

This field displays the negotiated net unit cost for the requisitioned item.

Negotiated Extended Cost Amt

If the requisitioned item is a part or good, this field displays the negotiated extended cost, calculated as the sum of the PO Quantity (PO U/M) multiplied by the Negotiated Net Unit Cost Amt.

If the requisitioned item is a service or miscellaneous type, use this field to enter the negotiated extended cost.

Taxable

This check box indicates that tax is to be calculated for the requisitioned item. Otherwise, this field displays N (No).

Sales Tax/VAT Amount

If the Taxable field displays Y, this field displays the sales tax/VAT amount for the requisitioned item.

PO Line Total Amount

This field displays the purchase order line total amount for this requisition line. This includes the extended line amount, sales tax/value added tax, and requisition line charge amounts.

Func Curr Negotiated Gross Unit Cost Amt

This field displays the Negotiated Gross Unit Cost Amt in functional currency.

Func Curr Negotiated Net Unit Cost Amt

This field displays the Negotiated Net Unit Cost Amt in functional currency.

Func Curr Negotiated Extended Cost Amt

This field displays the Negotiated Extended Cost Amt in functional currency.

Func Curr Sales Tax/VAT Amt

This field displays the Sales Tax/VAT Amount in functional currency.

Func Curr PO Line Total Amt

This field displays the PO Line Total Amount in functional currency.

Manufacturer

This field displays the identification code of the requisitioned item's manufacturer.

Manuf Part

This field displays the manufacturer part number of the requisitioned item.

Mfg Rev

This field displays the manufacturer revision number of the requisitioned item.

Vendor Part

This field displays the vendor part number of the requisitioned item.

Vend Rev

This field displays the vendor revision number of the requisitioned item.

PO Type

This drop-down list displays the purchase order type you want to generate. The valid options are as follows:

• Blanket Order

• GFM/GFE Order

• Purchase Order

• Release Order

• Subcontract Retainage PO

Completed Work Retention Pct

This field displays the percentage of the amount of work completed for this requisition line.

This field is pre-populated and modifiable if the PO Type is Subcontract PO and disabled for all other purchase order types.

Stored Materials Retention Pct

This field displays the percentage of the retained stored materials for this requisition line.

This field is pre-populated and modifiable if the PO Type is Subcontract PO and disabled for all other purchase order types.

Resource Exists

This check box indicates that there is a resource for the corresponding requisition line. This check box is selected if one or more resources exist in the Resources subtask, otherwise this check box is cleared.

US Citizenship Required

This check box displays as selected to specify that the resource associated with the requisition has to be a US citizen. If you enter a subcontract ID, this takes on the default value of the subcontract ID and cannot be edited. If a subcontract has not been referenced, and the Subcontractor Agreement check box is selected, this option can be edited.

ITAR Authorization Required

This check box indicates that the resource associated with the requisition has to be authorized for International Traffic in Arms Regulations (ITAR) restricted items.

System ID

Enter, or  click to select, the security clearance required for the resources associated with this requisition.

Description

This field displays the description of the security clearance that the resource associated with the requisition needs to have.  

Level

This field displays the level of the security clearance that the resource associated with the requisition needs to have.  

SCI

This check box indicates that the security clearance that the resource associated with the requisition has been cleared for sensitive compartmented information (SCI) for.

SAP

This check box indicates that the security clearance that the resource associated with the requisition has been cleared for special access for.

Issuing Agency

This field displays the name of the agency that issued the security clearance.

Requested Quantity

This field displays the PO quantity requested.

Requested Date

This field displays the requested PO date.

Autoload

Click this button to load all the requisition line in the selected requisition together with their corresponding purchase order IDs.

Subtasks