Y

Y

Y

Y

Recalculates the contract price and assigns the contract ID from the requisition.

Assigned from the requisition.

Y

N

Y

Y

Uses the price from the requisition and assigns the contract ID from the requisition.

Assigned from the requisition.

Y

Y

N

Y

Finds the most current contract for the vendor on the requisition and uses the item or vendor contract pricing.

Assigned during sourcing.

Y

N

N

Y

Finds the most current contract for the vendor on the requisition and uses the requisition price.

Assigned during sourcing.

N

N

N

Y

Uses the requisition price and does not assign the contract ID.

blank

N

N

N

N

Uses the requisition price and does not assign the contract ID.

blank

N

Y

N

Y

Uses the item or vendor price and does not assign the contract ID.

blank

N

Y

N

N

Uses the item or vendor price and does not assign the contract ID.

blank

N

N

Y

Y

Uses the requisition price and does not assign the contract ID.

blank

N

N

Y

N

Uses the requisition price and does not assign the contract ID.

blank

N

N

Y

Y

Not Applicable - If the use contract setting is set to N, the system prevents the entry of a contract ID on the requisition.

NA

N

N

Y

N

Not Applicable - If the Use Contract on Req check box is not selected. the system prevents the entry of a contract ID on the requisition.

NA

Y

Y

Y

N

Not Applicable - An error prevents you from copying the requisition to a purchase order when the vendor does not match the contract vendor.

NA

Y

N

Y

N

Not Applicable - An error prevents you from copying the requisition to a purchase order when the vendor does not match the contract vendor.

NA

Y

Y

N

N

Not applicable - The vendor on the contract assigned to the requisition must match the transaction's vendor. The system finds the most current contract for the vendor on the requisition, then uses the item and vendor contract pricing.

Assigned during sourcing.

Y

N

N

N

Not applicable - The vendor must match the requisition vendor. The system finds the most current contract for the vendor on the requisition, and then uses the requisition price.

Assigned during sourcing.

Y

Y

Y

N

N

Recalculating the contract price using the contract from the requisition.

Assigned from requisition.

Y

N

Y

N

N

Passing the price from the requisition and the contract ID assigned from the requisition.

Assigned from requisition.

Y

Y

N

Y/N

Y/N

Finding the most current contract for the vendor on the requisition, then using item and vendor contract pricing.

Assigned during sourcing.

Y

Y

N

N

N

Finding the most current contract for the vendor on the requisition, then by using item and vendor contract pricing.

Assigned during sourcing.

Y

N

N

N

N

Finding the most current contract for the vendor on requisition, and then using the requisition price.

Assigned during sourcing.

N

N

N

N

N

Using the requisition price and not assigning the contract ID.

Blank

N

Y

N

N

N

Using the item and vendor price and not assigning the contract ID.

Blank

N

Y

N

Y

Y

Using the item and vendor price and not assigning the contract ID.

Blank

Purchasing Definition - Business Unit Options

BUS_UNIT_TBL_PM2

Set Up Financials/Supply Chain, Business Unit Related, Purchasing, Purchasing Definition, Business Unit Options

Create business unit options or update existing ones and activate value-added tax (VAT) defaults and calculations for the requisitions.

Note. When you use this VAT option in conjunction with the VAT option on the Purchasing Definition - Business Unit Options page, the system uses the vendor business unit, item, and ship to information to derive VAT determinants.

Procurement - Requisition Authorization

OPR_REQ_AUTH

Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences, Procurement

Click the Requisition Authorizations link on the Procurement page.

Authorize users to create and update requisitions for applicable buyers. Define a user's requisition processing authority in relation to applicable buyers.

Note. When you use this VAT option in conjunction with the VAT option on the Requisition Authorization page, the system uses the vendor business unit, item, and ship to information to derive VAT determinants.

Requisitions

(search)

Purchasing, Requisitions, Add/Update Requisitions

Search for existing requisitions or add a new requisition. You can search for requisitions based on the requisition ID, name, or status and by requester and requester name.

Maintain Requisitions - Requisition

REQ_FORM

Purchasing, Requisitions, Add/Update Requisitions, Maintain Requisitions - Requisition

Create requisition header information.

Commitment Control

KK_EXCPTN_OVER_SEC

Click the Budget Status link on the Maintain Requisitions - Requisition page.

This link is available only when the commitment control option is enabled.

See Processing Source Transactions Against Control Budgets.

Requester Information

REQ_USER_AUDIT

Click the Requester Info (requester information) link on the Maintain Requisitions - Requisition page.

View requester information.

Requisition Defaults

REQ_HDR_DEFAULTS

Click the Requisition Defaults link on the Maintain Requisitions - Requisition page.

Enter defaults that apply to the entire requisition. You can override defaults at the line, schedule, and distribution levels.

Vendor Search

VENDOR_LOOKUP_SEC

Click the Vendor Lookup link on the Requisition Defaults page.

Search for vendors.

Vendor Detail

VENDOR_LOOKUP_DTL

Click the Vendor Detail link on the Vendor Search page.

View vendor details.

Address

VENDOR_ADDR_SEC

Click the Address link on the Vendor Search page.

View address details for the location relevant to the page from which this page is accessed.

Req One Time Address Default (requisition one time address default)

REQ_DFLT_ADDR

Click the One Time Address link on the Requisition Defaults page.

Set up a one-time ship to address for the selected transaction. The address entered serves as the default one-time address for all new lines and schedules on the transaction document. You can have the system supply the address to the existing lines by default as well.

You cannot define a one-time address for direct shipment requisitions. To change the address for a direct shipment, you must go to the sales order in PeopleSoft Order Management and make the address change there.

Retrofit field changes to all existing requisition lines/schedule/distributions

REQ_DFLT_RETROFIT

Exit the Header Defaults page after you have entered field value changes on the page or any of the pages accessed from it, and you have a transaction line that contains item description and quantity information.

Apply changes to default values in requisition header, line, schedule, and distribution fields.

Header Comments

REQ_COMMENTS

Click the Add Comments link on the Maintain Requisitions - Requisition page.

Enter comments for a transaction. You can enter a unique comment or select from predefined standard comments.

Standard Comments

STD_COMM_SEC

Click the Copy Standard Comments link on the Header Comments page.

Add standard comments to the comments text box. You can modify the standard comments to meet the requirements of the transaction.

Currency Information

EXCH_RT_DTL_INQ

Select 01 - Exchange Rate Detail in the Go to field on the Maintain Requisitions - Requisition page.

Display the rules used to calculate exchange rates for the transaction.

Activities

REQ_ACTIVITY_SEC

Click the Requisition Activities link on the Maintain Requisitions - Requisition page.

Enter and track activities associated with a particular transaction. Keep the activity comments organized by logging the due date and by selecting the Done check box.

Req DOC Status (requisition document status)

PRCR_DOCSTAT_INQ

• Purchasing, Requisitions, Review Requisition Information, Document Status, Req DOC Status

• Click the Document Status link on the Maintain Requisitions - Requisition page.

Access and review information about procurement documents associated with a requisition.

Add a Document

CS_DOC_ADD

Click the Add Request Document link on the Maintain Requisitions - Requisition page.

Add a PeopleSoft Supplier Contract Management requisition document.

Document Management

CS_DOC_MAINT

Click the Modify Request Document link on the Maintain Requisitions - Requisition page.

Modify a PeopleSoft Supplier Contract Management requisition document.

Enter Kit Items

REQ_KIT_ITEMS

Click the Purchasing Kit link on the Maintain Requisitions - Requisition page.

Order an item by kit ID. The individual items in the kit will become new lines on the requisition.

Item Search Criteria

ITEM_SEARCH_SP

Click the Item Search link on the Maintain Requisitions - Requisition page.

Search for items.

Item Vendor Priority

ITM_VNDR_PRTY_HC

Click the Item Vendor Priority link on the Item Search Criteria page.

View qualifying vendors that are preapproved to provide selected items.

Order By Catalog

ORD_BY_ITEM_CAT

Click the Catalog link on the Maintain Requisitions - Requisition page.

Search for and select items to order from a catalog.

Item Details

ITM_CAT_DETAIL

Click the Item Details link on the Order By Catalog page.

View details about the item.

Item Vendor Priority

ITM_CAT_VNDR

Click the Item Vendor link on the Order By Catalog page.

View the name, status, priority, and price for the vendor.

Set Item Alias

None.

Click the Alias link on the Order By Catalog page.

Set up an alias for the selected item so that you don't have to remember the vendor's ID or description each time that you order the part. Aliases are stored according to user ID so that each user can have a different alias for the same item.

Requester Favorite Items

REQUESTOR_ITEMS

Click the Requester Items link on the Maintain Requisitions - Requisition page.

View, select for reorder, or modify all items requested by the requester.

Req Change Ord Header History (requisition change tracking header history)

REQ_CHANGE_HDR

Purchasing, Requisitions, Review Requisition Information, Change History, Header

View the header history of requisition tracked changes.

Requester

Select the ID of a user who will be the requisition's requesting party.

Requisition Date

Select the creation date of the requisition.

Requester Info (requester information)

Click to view the phone and facsimile number of the requester who appears in the Requester ID field.

Origin

Select the origin of the requisition. Origin codes are defined on the Origin Codes page.

Currency Code

Displays the requisition transaction currency. This value is supplied from the Requester Setup page (REQUESTOR_TBL) by default if the business unit allows multicurrency requisitions. If a currency is not set up in the requester table, it appears by default from the business unit. If the business unit does not allow multicurrency requisitions, the currency field value is supplied from the business unit and cannot be overridden on this page.

Accounting Date

Determines the open period or allowable open date range for budget checking a requisition when you are using commitment control. If the requisition's accounting date falls before or after the open period date range, the system provides a message or warning to prevent you from running budget checking.

This field is available only if commitment control is enabled.

Current Change Reason

Click to view the last change reason used to track change requests for this requisition.

Add Request Document

Click to access the Add a Document page. The page appears with information about the requisition. You then select the document type that you want to use to create the document and respond to wizard questions concerning the new requisition document. A requisition document is one that contains responses to wizard questions. Contract specialists can use these responses to determine proper terms and conditions for a contract document when the requisition becomes a contract.

This link is available when PeopleSoft Supplier Contract Management has been installed and the application installation options have been set to use document types and to use documents with purchase order requisitions. You must also set up document types to use only with purchase order requisitions.

After you create the document, use the Modify Request Document link to update and edit the document.

See Adding Requisition Documents and Wizard Responses.

Modify Request Document

Click to access the Document Management page. Using this page, you can open and review responses to the wizard questions provided by the requestor. The responses can assist contract specialists in defining contract conditions.

See Adding Requisition Documents and Wizard Responses.

Card Number and Card Type

The requester procurement card and type appears by default from the Requester Setup page. You can override the procurement card that appears. Only the valid procurement cards for this requester are available for selection.

Note. All the procurement card fields on this page are controlled by the users assigned roles and the access rights assigned to those roles that you define using the Security menu for procurement cards.

Expiration Date

Displays the expiration date of the procurement card.

Use Procurement Card

The setting of this check box appears by default from the Requester Setup page. You can override the setting. If you select this check box, the procurement card will be used as the payment method for the requisition.

Total Amount

Displays the total amount for all lines in the transaction currency.

Total Base Amount

Displays the total amount for all lines in the base currency.

Recalculate Gross Amount

Use this option to recalculate the tax and total amount upon request.

Note. This option is available only if VAT is enabled.

Pre-Encumbrance Balance

Displays the pre-encumbrance balance for the requisition. When you use commitment control, the system deducts each type of financial obligation from the budget and tracks it according to obligation type. This enables you to determine the monies that you have committed in pre-encumbrances. The system extracts these values from commitment control tables by passing the business unit, document ID, and other key information depending on the display.

The system displays the Pre-Encumbrance Balance field only when commitment control is on, a detailed ledger has been identified, and the document has been budget checked at least once. After the budget checked, the pre-encumbrance balance will appear and the system enables the inquiry link. If the pre-encumberance balance is less than zero, the link is not available. Pre-encumbrance balances are updated each time that you budget check the requisition.

When you generate a requisition, a pre-encumbrance is created in budget records by the budget-checking process. When a requisition is sourced to a purchase order, Commitment Control liquidates the pre-encumbrance from the requisition and establishes an encumbrance for the purchase order. These balances are updated when you budget check the purchase order.

Note. Commitment Control customers will not be able to liquidate the pre-encumbrance until the requisition is successfully closed if they choose to copy a contract into the online purchase order.

Pre-encumbrance balances appear on the currency code for the balances in the transaction currency of the requisition and are based on the transaction date rate. You can have a pre-encumbrance currency value in a different currency than the vendor's currency. Balances can be partially or fully sourced to purchase orders and can be for multiple requisition lines, schedules, and distributions.

You can view accounting details for the requisition, such as the purchase orders and vouchers that have been created from the requisition. Click the Pre-Encumbrance Balance link to access the Requisition Accounting Entries page. You use this page to view accounting information including the commitment control ledger group and transactions that have been performed against the requisition. The link is available when the budget status is valid and the pre-encumbrance balance is greater than zero. The link is not available when the budget has not been checked and the balance is zero.

See Viewing Budget Details and Transaction Activity.

Purchasing Kit

Click to access the Enter Kit Items page, where you can select a kit and a quantity to add to the requisition.

Catalog

Click to access the Order By Catalog page, where you can select a catalog item to add to the requisition.

Item Search

Click to access the Item Search Criteria page, where you can define search criteria for items to add to the requisition.

Requester Items

Click to access the Requester Favorite Items page, where you can select items to add to the requisition.

Line

Select a beginning line for a range of lines that you want to display in the Lines grid.

To

Select the ending line that you want to display.

Retrieve

Click to display the requisition lines that you selected. If a line has changed, the system saves the changes before populating the Lines grid with the line.

View Printable Version

Click to review the requisition printout on the page. Clicking this link does not print the requisition. Be aware that the requisition is saved prior to display. To preview the requisition, you must enter header, line, schedule, and distribution information.

Delete Requisition

Click to delete the requisition header and all records associated with the requisition. When you click this button, you must confirm that you want to delete the requisition. The system makes this field available for entry only if you are authorized to delete requisitions on the User Preferences - Procurement: Requisitions Authorizations page.

View Approvals

Click to review who is required to approve this requisition.

Default

If you select this option, the new default value that you enter on this page is assigned to the given field if no other value is assigned from prior defaults.

Override

If you select this option, the new value that you enter on this page overrides any value that is assigned from prior defaults. Only nonblank values are assigned.

Note. If you are maintaining a requisition that is associated with a PeopleSoft Maintenance Management work order, the system does not override the changes that you make on this page for PeopleSoft Project Costing information (PC Business Unit, Project, and Activity fields) and asset information (AM Business Unit and Profile ID).

The system does not apply project changes to the distribution rows because the work order is linked with projects information and you cannot change these values in PeopleSoft Purchasing. Plus, the asset information changes are not applied because distributions linked with a work order noninventory cannot be received as assets.

Buyer

Select a default buyer for this line.

Unit of Measure

Select a default unit of measure for the requisition. Selecting a default value here can help enable you to request ad hoc (description-only) items.

Vendor

Select a vendor.

Vendor Location

Select a vendor location.

Category

Select a default category code for the requisition. Selecting a default value here can facilitate the ability to request ad hoc (description-only) items.

Vendor Lookup

Click to search for a vendor.

Ship To

Select the default location where the vendor will ship the order.

Due Date

Enter the default shipment due date to populate the requisition schedule. If you don't specify a due date here, when you source the requisition to a purchase order, the system derives the due date by incrementing the purchase order date by the number of lead time days defined for the item. If the item is not defined in the system, or if ordering by description-only, the due date becomes the purchase order due date by default.

Note. If the PeopleSoft Inventory business unit associated with the ship to location requires closure calendar validation and processing for receiving activities as defined on the Closure Calendar page and the due date that you enter here falls on a defined closure date, the system issues a warning. You can choose to keep the invalid date, or use the next valid date on the calendar.

Ultimate Use Code

Select an ultimate use code to override the default tax rate for a location.

In most cases, sales tax is computed as a use tax based on the tax code applicable to the ship to or usage destination. However, how merchandise is ultimately used may also result in a different tax rate within the same ship to or usage destination.

Distribute by

Select to distribute by either amount or quantity.

When you select the Override option on this page, you can set up multiple distribution lines. You then enter the percentage for each distribution in the distribution details. The sum of the line distribution percentages must equal 100 percent.

Attention To

Enter the person to whom, or place to where the services or goods are to be delivered. You can enter a new value or override the existing value. The system includes this field value on outbound purchase orders to the Marketplace.

Liquidate by

Liquidate the outstanding pre-encumbrance and encumbrance balances by amount or quantity.

Note. This field is available only if commitment control is enabled and you choose the Liquidate by Quantity option on the Purchasing Definition - Business Unit Options page. If commitment controlled is not installed, or you do not choose the option to liquidate by quantity on the purchase order business unit page, the budget processor balance will liquidate by amount only.

One Time Address

Click to access the Req One Time Address Default page, where you can temporarily assign a vendor address.

SpeedChart

Select a default SpeedChart. The SpeedChart feature enables you to use a code that contains preset distributions.

Budget Date

If you are using commitment control, the system supplies the budget date from the accounting date, but you can override it.

Business Unit (PeopleSoft Asset Management business unit)

Select a PeopleSoft Asset Management business unit to associate with the asset item.

Note. If you consider an item to be an asset and plan to pass it to PeopleSoft Asset Management through the PeopleSoft Receiving business process, you must populate both the PeopleSoft Asset Management business unit and Profile ID fields.

If both fields contain values, data is written to the PeopleSoft Asset Management staging tables. If only one of the fields is populated, the system does not consider the item an asset.

Profile ID

Select an asset profile ID.

Capitalize

Designates a capitalized item. A PeopleSoft Asset Management business unit must be selected for this check box to be enabled. If the item is capitalized, it can be depreciated before being paid.

Cost Type

Select the cost type associated with the item purchase, if applicable. Cost types represent components of the cost of an asset, such as materials, labor, and overhead. For example, you can differentiate between the cost of building an asset and its market value by allocating production cost to one cost type and the profit margin to another. Cost type, in combination with asset category and transaction code, determines into which accounts the costs are entered in the general ledger.

See Defining the Cost Foundation for Makeable Items.

Class

Select a class of vendors: A (attorney), E (employee), H (HRMS), or R (outside party).

Type

Select a type of vendor: ADV (advertising), CNS (consultant), CNT (contractor), ENT (entertainment), FRG (foreign supplier), GVT (government), MNR (minority vendor), PR (public relations), TRD (tradesman), TRN (transportation), or TRV (travel-related services).

Apply

Select to apply the default values for header fields to the distribution line that appears in the Distrib Line (distribution line) field. For example, if you select Apply for Distrib Line 3, the change will be applied to each Distrib Line 3 that appears on the requisition.

If the Distrib Line field is blank, the header default field value change does not apply at the distribution level. In this case, select the Apply option to carry the default value changes for header fields to the line or schedule level instead.

Distrib Line (distribution line)

Displays the distribution line affected by the field value change. If this field is blank, the default value change for header fields does not apply at the distribution level.

Apply to All Distribs (apply to all distributions)

Select to apply the default value changes for header fields to all existing distribution lines on the transaction, regardless of the value that appears in the Distrib Line field. A distribution percentage value (DISTRIB_PCT) is specific to an individual distribution line. Therefore, the Apply to All Distribs option is unavailable for this field value change.

Retrieve Active Comments Only

Select to retrieve only active comments. In Add mode, this check box is selected and cannot be deselected.

After you inactivate a comment line using the Inactivate button, save, and then reenter the transaction, you cannot access the comment line when this check box is selected. You can deselect this check box to retrieve the comment line that you inactivated, in addition to any active comment lines.

Retrieve

Click to load existing comments into the comments text box. This button appears only if existing comments are available.

Sort Method

Select the method that you want to use to sort the comments retrieved:

Comment Time Stamp: Select to sort the comments by the time stamp assigned by the system when they were created or modified.

Each time a comment is modified, the comment time stamp is updated with the current date and time.

Vendor Flag: Select to sort by comments flagged to be sent to the vendor.

Sort Sequence

Select whether you want to sort the retrieved comments in an ascending or descending order.

Sort

Click to sort comments according to the selections that you made in the Sort Method and Sort Sequence fields.

Copy Standard Comments

Click to copy standard comments to the requisition header comments. When you click this link, the Standard Comments page appears.

See Using Standard Comments.

Comment Status

Displays the status of the comments.

Inactivate

Click to inactivate the currently displayed comment. The comment is not actually deleted, but is set to an inactive status.

If you need to retrieve inactive comments, you must deselect the Retrieve Active Comments Only check box and then click the Retrieve button. This enables you to retrieve all inactive comments.

Note. Retrieving the comments again will override all the comments that you have worked on. However, any context that was previously saved as a standard comment will be saved after the transaction is complete.

Send to Vendor

Select if you want comments to appear on purchase orders dispatched to vendors. If the comments are for internal use only, leave the check box deselected. The Send to Vendor option applies to comments in the comment text box only, not to the documents that you attach using the Associated Document fields.

Show at Receipt

Select if you want comments to appear on the receipt documents.

Show at Voucher

Select if you want comments to appear on the vouchers.

Approval Justification

Select to indicate that you want the comment to be used as an approval justification comment which appears in the Approval Justification section of the Requisition approval page.

Attachment

Displays the attachment ID. This field is unavailable for entry because the attachment is automatically assigned.

Attach

Click to attach a document to the comments. When you click this button, you will be prompted to select a file for uploading. Select the file, and then click the Upload button.

View

Click to display an attachment that has already been linked to the comments.

Delete

Click to delete an attachment.

Note. When deleting an attachment, the system checks that the attachment is not referenced on another transaction within Supplier Relationship Management products. The physical file attachment will only be deleted from the server if no other document is linked to it. After an attachment is confirmed as deleted from the server, the file is removed immediately.

Email

Click to include the attachment when you email requisition comments.

Go To Source

If the transaction's comments originated with another transaction, you can click this link to view the originating source transaction. This link is available only if a source is available.

For example, if the requisition was copied from another requisition containing these comments, you can select this link to view the originating requisition.

Action

Select the action that you want to perform on the standard comments:

Copy Comment: Select to make the standard comments that you select available on the Comments page. You can use the standard comments as they are or modify them. Modifications to the standard comments on the Comments page do not affect the original standard comments. If you select this option, you must also select the comment type and comment ID for the standard comment that you want to use. The text of the selected standard comment appears in the text box at the bottom of the page.

Create New Comment: Select to enter a standard comment for an existing or new comment ID within an existing standard type. The comment that you enter becomes a new standard comment available on the standard comment table and is carried over to the transaction.

Link to Comment: Select to copy the selected standard comments to the Comments page. If you select this option, you cannot modify or add to the text of this comment. You can use this option multiple times to include more than one standard comment. If you select this option, you must also select the comment type and comment ID for the standard comment that you want to use. The text of the selected standard comment appears in the text box at the bottom of the page.

Comment Type

Select a standard comment type code. Standard comment types are defined on the Std Comm Type page.

Comment ID

Select a standard comment using its comment ID. Various comments are available depending on the selected standard type. These comments and their IDs are user-defined on the Standard Comments page.

Rate Quotation Basis

Displays the quotation basis for the exchange rate as defined on the Currency Quotation Method page. If a quotation method is not defined, the quotation basis is Direct.

Quote Units

Displays the quote units for the exchange rate as defined in the Currency Quotation Method page. If no quotation method is defined, the quote unit is 1.

Triangulate

Displays the triangulated setting for the exchange rate as defined in the Currency Quotation Method page. If no quotation method is defined, the triangulated setting is N.

Reference Currency

Displays triangulated exchange rates only and shows the reference currency used in the triangulated exchange.

Current Quote

Displays the current exchange rate used to convert the From currency to the To currency. A direct, nontriangulated rate shows quote units (or 1) on the left side of the equal sign and the visual rate on the right. For example:

1 USD = 1.40000000 CAD

An indirect, nontriangulated rate displays the visual rate on the left side of the equal sign and quote units (or 1) on the right. For example:

1.400000000 CAD = 1 USD

A triangulated rate displays two component rates of the triangle: the rate for converting the From currency to the Reference currency, and the rate for converting the Reference currency to the To currency. For example, for a direct rate quotation basis, USD to FRF involves triangulation, so 1 USD equals 5.69061334. The second rate for EUR is quoted indirectly. The third rate for EUR to FRF is direct and reads as follows:

1.1527 USD = 1 EUR = 6.55957 FRF

Historic Quote

Displays a quote indicating the quotation method originally used by a historic exchange rate if the system determines that the quotation method originally used by the historic rate was different from the current quotation method. For example, the Historic Quote field displays a quote if the historic rate converted the From currency to the To currency directly using a calculated reciprocal rate, but the current quotation method for the currency pair is now indirect. The field would also display a quote if the historic quote method were nontriangulated and the current quote method is triangulated. If the system does not determine that the historic and current quote methods are different, the Historic Quote field displays Not Applicable.

Exchange Rate

Displays a single visual rate for nontriangulated exchange rates or displays all three component visual rates for triangulated exchange rates. The cross rate for triangulated exchange rates is editable only if the Allow Override check box is selected in the exchange rate's quotation method definition.

Kit Quantity

Enter the number of kits that you want to order. Each item in the kit appears on a separate line on the transaction document. The quantity ordered for each item is equal to the quantity defined in the kit definition multiplied by the number of kits ordered.

Retrieve Items

Click to retrieve a list of the items in the selected category.

Item Search

Click to display the entire catalog or a selected category. You can also click to retrieve a list of items that meet the requirements defined in the Item Search Options fields.

Note. This option is not available if the Item Search Options field is List All.

Limit Items by Vendor

Select to limit the search to catalog items offered by the vendor designated on the Maintain Purchase Order - Purchase Order page. This check box is available only when you access the Order By Catalog page from the Maintain Purchase Order - Purchase Order page.

Order

Click to add selected items to the transaction document. For the item to be added, you must select the Sel check box for the item and enter a quantity in the Qty Ordered field.

Line Page

Click to return to the page from which you accessed the Order By Catalog page.

Status

Displays the status of the item availability. Values are:

A (active): The item has a current effective date.

D (discontinued): The item has been discontinued by the manufacturer, or the vendor has decided to no longer supply the item.

H (hold): The item is temporarily unavailable from the vendor.

I (inactive): The item has an expired effective date.

X (to be deleted): The item is unavailable and will be or has been deleted from the system. You can use this status to write SQL scripts to remove obsolete items from active tables.

Item Vendor Priority

Displays the numeric rating assigned to each of the selected item approved vendors. This rating designates the priority that the organization places on ordering the selected item from that vendor. The field values appear by default from the Purchasing Attributes - Item Vendor Priority page.

Price

Displays the vendor standard price for the selected item. This information appears by default from Vendor's UOM & Pricing Info (vendor's unit of measure and pricing information) page.

Item Alias

Enter an item alias. The alias is available after you save the transaction document. If you don't save the originating transaction document, the alias is not saved. The item alias is associated with a user ID and is available only to the specific user.

Last Date

Displays the last date on which the requester ordered the item.

Count

Display the frequency of the item requested. This is the number of time of times that this item has been requested by this requester.

Maintain Requisitions - Requisition

REQ_FORM

Purchasing, Requisitions, Add/Update Requisitions, Maintain Requisitions - Requisition

Create requisitions online.

Maintain Requisition - Details for Line

REQ_LINE_DETAILS

Click the Details button on the Maintain Requisitions - Requisition page.

Verify or modify line details, such as buyer, vendor, and other line-specific information.

Item Description

REQ_ITEM_DESCR

Click the Item Description link on the Maintain Requisitions - Details for Line page.

Enter and view descriptions for a specific item.

The item description link comprises the first 30 characters of the item's description in the Transaction Item Description text box on the Maintain Requisitions - Details for a Line page.

Buyer Telephone Information

REQ_BUYER_INFO

Click the Buyer Information link on the Maintain Requisitions - Details for Line page.

View buyer telephone and fax numbers.

View Category Hierarchy

CAT_PARENTAGE_SEC

Click the View Hierarchy link on the Maintain Requisitions - Details for Line page.

View information about where a category resides in the entire catalog tree hierarchy.

Vendor Search

VENDOR_LOOKUP_SEC

Click the Vendor Lookup link on the Maintain Requisitions - Details for Line page.

Search for vendors.

Vendor Summary

VNDR_ID1_SUM

Click the Vendor Details link on the Maintain Requisitions - Details for Line page.

View vendor summary information.

Configuration Info

REQ_LINE_CONFIG

Click the Configuration Info (configuration information) link on the Maintain Requisitions - Details for Line page.

View item configuration codes for configured items. The item that you query must be defined as a configured item and have configuration codes created for it.

Contract

CNTRCT_HDR

Click the Contract Details link on the Maintain Requisitions - Details for Line page.

View detailed contract information.

Item Search Criteria

ITEM_SEARCH_SP

Click the Item Search button or the Item Search link on the Maintain Requisitions - Requisition page.

Search for items.

Look Up UOM

UOM_SEARCH_SP

Click the Initialize UOM (initialize unit of measure) button on the Maintain Requisitions - Requisition page.

Search for a unit of measure to associate with the item and vendor on the requisition.

Line Comments

REQ_COMMENTS

Click the Line Comments button on the Maintain Requisitions - Requisition page.

Enter line comments for a transaction. You can enter a unique comment or select from predefined standard comments.

Standard Comments

STD_COMM_SEC

Click the Copy Standard Comments link on the Line Comments page.

Add standard comments to the comments text box. You can modify the standard comments to meet the requirements of the transaction.

Include Item Specifications

PO_ITEM_SPEX

Click the Copy Item Specs (copy item specifications) link on the Line Comments page.

Include standard item specifications as they are or modify them to meet the requirements of the transaction comment.

The item for which you are viewing comments must be associated with item specifications on the Item Specifications page.

See Entering Purchasing Item Specifications.

Defaults for Line

REQ_LINE_DEFAULTS

Click the Line Defaults button on the Maintain Requisitions - Requisition page.

Enter default information for a requisition line.

Retrofit field changes to all the distributions on the requisition line?

REQ_DFLT_RETROFIT

Exit the Defaults for Line page (requisition-related) after you have entered field value changes on the page or any of the pages accessed from it, and you have a transaction line that contains item description and quantity information.

Apply default field-value changes for the requisition line to all distribution lines.

Category Search

CAT_SEARCH_SEC

Select 03 - Category Search in the Go to field on the Maintain Requisitions - Requisition page.

Search for and select an appropriate category ID for the item when entering an ad hoc item. The search for the category ID uses a category hierarchy tree.

Click the Details button to access the Maintain Requisitions - Details for Line page. Use this page to view the details for the requisition lines.

Item

Select the ID of the item that you want to order. If the item that you want to order does not have an item ID, you can order the item by description only. To do this, enter item information in the Description field.

Description

Enter a description of the item that is listed in the Item field. If you are ordering an item by description only, enter item information in this field. If you specify an item ID, the description appears from the Purchasing Attributes page; you cannot change it.

Item Search

Click to access the Item Search Criteria page where you can enter search criteria to locate and select an item that you want to apply to a requisition line. If you select this button from a requisition line with an item ID, you can replace the current item with the item that you select on the Item Search Criteria page.

See Searching For Items.

Quantity

Enter the item quantity to order. The quantity is recalculated if you change the unit of measure.

UOM (unit of measure)

Select the unit of measure for the requested item.

Category

Enter the category for the item on the requisition line. If you specify an item ID, the category appears from the Purchasing Attributes page; you cannot change it.

Price

The item price derived through the pricing default hierarchy. You can change this value if it is enabled according to the default hierarchy. If you are ordering an item by description only, enter the item price. The price can also be derived based on contract pricing or price adjustment.

If you are using commitment control, the price field is unavailable for modification when a requisition schedule that is distributed by quantity has been partially or fully sourced to a purchase order. This field is also unavailable for modification when you are creating a change order for a requisition (that is distributed by quantity) that has been partially or fully sourced to a purchase order.

Merchandise Amount

Displays the total amount for the requisition line.

Status

Displays the status of this requisition line.

Use ProCard (use procurement card)

This check box appears as selected for the line if you have the Use Procurement Card check box selected at the header level. If you select this check box, this purchase order line will be charged to the procurement card.

Click the Line Comments button to access the Line Comments page. Use this page to maintain line comments.

Click the Line Defaults button to access the Details for Line page. Use this page to maintain line defaults.

Click the Schedule button to access the Maintain Requisitions - Schedule page, where you can view schedule shipment details and distribution information.

Click the Cancel Line button to cancel the line on the requisition.

Status

Displays the current status of the requisition.

Vendor and Location

Displays the vendor and the priority location for the item and vendor.

See Defining Attributes and Priorities for Purchasing Item Vendor Relationships.

UPN ID (universal product number ID)

Displays the universal product number ID. A manufacturer can use more than one type of UPN. Typical practice is for a manufacturer to use one type of UPN most of the time.

RFQ Required (request for quote required)

Select to indicate that this requisition line must be submitted for vendor quotes before purchase order sourcing. The setting of the RFQ Required check box appears as a default value from the Item Category - Purchasing Item Attribute Hierarchy.

If you can override the RFQ required rule, which you set on the User Preferences: Procurement - Requisition Authorizations page, you can select or deselect the RFQ Required check box on this page.

If you cannot override the RFQ required rule, you can only select the RFQ Required check box if it is deselected. You will receive an error message if you try to deselect the RFQ Required check box if it is selected.

Note. If the RFQ Required check box is deselected, the system checks to ensure that the business unit RFQ-required monetary threshold is defined, checks the line amount, and then sets the RFQ Required check box accordingly. After you save the requisition, the system also matches the requisition distribution ChartField values with the RFQ Rule ChartField values. If a match exists, the system selects the RFQ Required check box.

Stockless Item

Select to indicate that the ordered item is for par replenishment. This check box is available only if the selected item is set up as stockless, according to the default hierarchy for stockless items.

Device Tracking

Indicates whether a line contains a device-tracked item.

Vendor Item ID

Enter the item ID used by the vendor for this item.

Vendor's Catalog

Enter the item ID used by the vendor for this item.

Manufacturer ID

Enter the item ID that the vendor uses for this item.

Manufacturer's Item ID

Enter the manufacturer's item ID that the vendor uses for this item.

Item Details

Click to access Item Details page that provides item attributes.

Buyer

Select a buyer for the requisition line. If you select a new value on the requisition that is tied to a different default buyer (item, vendor, or category, for example), the value in this field is overridden with the new default buyer value. The buyer's name appears in the Name field after you select the buyer.

Name

Displays the buyer's name that corresponds to the buyer ID.

Physical Nature

Select to indicate whether the object is a physical good or service. Values are Goods and Services.

Where Services Performed

Select to indicate the location where the service is most often performed:

Buyer's: Select if the service is physically performed at the buyer's location.

Ship From: Select if the service is physically performed at the ship from location.

Ship To: Select if the service is physically performed at the ship to location.

Supplier's: Select if the service is physically performed at the supplier's location.

Note. This option is available only when the Physical Nature value is Services.

Zero Price Indicator

Select to indicate that the line item is zero-priced. This option is deselected and unavailable for entry for ad hoc item orders.

Amount Only

Note. If you have a requisition that is associated with a maintenance work order or is pegged to a demand, then you cannot change the requisition line to an amount-only line. The system issues an error message.

Select this check box to designate the line as an amount-only line. If you select this check box when creating a new requisition line, these actions occur on the requisition:

• The requisition and schedule quantity are set to 1 and these fields become unavailable for entry.

• The Price field on the line is available for entry. The price amount that you enter becomes the schedule price and amount.

  Note. An amount-only line can be priced at zero, for example, 0.00000 USD.

• The Inspection Required check box is unavailable for entry.

• The Calculate Price?, Consolidate with other Reqs, and Inventory Source Flag check boxes are unavailable for entry.

• The Distribute By and Liquidate By fields are set to Amount and become unavailable for entry.

• The PeopleSoft Inventory business unit field is cleared and this field becomes unavailable for entry.

In addition, amount-only requisition lines can have only one schedule line. The system prevents you from adding another schedule line by removing the Add Row button on the Maintain Requisitions - Schedule page.

If you have an existing requisition line, and then select this option, each of these values discussed previously is reset. If you are using commitment control, changing the setting of the Amount Only check box causes the resetting of the budget status to not checked.

The Amount Only check box is not available for entry under these conditions:

• The requisition line originated from PeopleSoft Inventory, PeopleSoft Project Costing, PeopleSoft Product Configurator, PeopleSoft Maintenance Management, and PeopleSoft Order Management.

• The requisition line has been partially or fully sourced to a purchase order, request for quote, service work order, or strategic sourcing.

If PeopleSoft Strategic Sourcing is installed in your environment, you can set the Amount Only and RFQ Required check boxes at the same time. If PeopleSoft Strategic Sourcing is not installed, the Amount Only and RFQ Required check boxes cannot be set at the same time. If both check boxes are selected at the same time, the system issues a warning message prior to deselecting the Amount Only check box.

Inspection Required

Select to require that this item be inspected. You define inspection instructions at the item level on the Inspection Routing page. This inspection instruction information is captured upon receipt and can be modified or overridden at the time of inspection.

Inspect ID

Select an inspection ID. This field becomes available when you select the Inspection Required check box.

Click the Contract Search button to access the Contract Search page, where you can perform advanced searches for contracts.

See Searching for Contracts.

Contract ID

Select the contract ID that you want to associate with the requisition line.

Contract terms and pricing on the requisition may not reflect the true contract terms and pricing. When the requisition is sourced to a purchase order, the PO Calculations process calculates the purchase order terms and pricing according to the contract conditions.

If a vendor is selected, you can select only from those contracts that are set up with the vendor. If a vendor is not defined yet, the vendor associated with the specified contract appears. After you have specified a contract, you cannot change the vendor. The Override Suggested Vendor check box is deselected and is unavailable for entry. If an item ID exists on the contract, the Calc Price (calculate price) check box is selected and unavailable for entry.

You can select a contract ID and not the contract line number only if the contract is defined as an open item contract. This option is available for item ID, description-only, and amount-only lines. Amount-only requisition lines can be associated only with open-item contracts.

To be eligible for selection on this page, the contract must be in Approved status and cannot be defined as an amount-only contract. Even if you do not specify a contract here, if you source the requisition through the PO Calculations process, the process may find an eligible contract for the requisition, and that contract is used on the purchase order.

If the purchase order business unit's RFQ required rule indicates that the contract ID should be copied to the transaction if a valid contract is located, the contract ID and line number will be supplied by default to the requisition line.

Note. If you select a blanket purchase order contract, you cannot override the choice by selecting a different purchase order on the Requisition Selection - Staging page. You cannot select the Define PO option on this page because you are using a contract that is assigned to one specific purchase order and the purchase order is already defined. You can click the Contract Details link to review the details of the contract that you select in this field.

See Purchase Order Contracts.

Contract Version

Select the contract version that you want for this requisition line. Multiple versions are available when you are using version control. Contract versions enable contract administrators to create and maintain multiple versions of a contract in the procurement system. The field appears when version control has been established for the business unit.

You define user authorization for changing a version using the Purchase Order Authorizations page. To access the page, select Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences, Procurement, and click the Purchase Order Authorizations link. You must have the authority to update the contract version.

Contract Line

Select the contract line that you want to apply to this requisition line.

Category Line Number

Select a contract category line number. Categories enable you to specify groups of items on a contract, rather than having to enter the items one at a time.

Use Contract if Available

Select to use contract pricing for this requisition line item. This overrides the setting of the Calculate Price? check box on the Sourcing Controls tab that determines whether the system uses purchase order sourcing to define a contract. When you select the Use Contract check box, the system uses the contract that you select for pricing an item on this requisition row.

When you search for a contract and select to use the contract, the system automatically selects the Use Contract check box.

GPO Contract (group purchasing organization contract)

Select the group purchasing organization contract number.

GPO ID (group purchasing organization ID)

Select the group purchasing organization ID.

Group ID

Displays the line group to which this line item belongs. A line group is a bundle of items that buyers use in PeopleSoft Strategic Sourcing to obtain better pricing for items. The system populates the Group ID field when:

• The line is being awarded from PeopleSoft Strategic Sourcing to the requisition.

• Requisition sourcing selects a contract line that has a group ID assigned to it.

  The group ID is copied from the contract line to the requisition line.

• A line group contract line is selected when you create a new requisition and the group ID is copied from the contract line to the requisition line.

  See Line Groups.

Source Date

Enter the date when the requisition is available for sourcing. The default value is the current system date. The requisition is available on the Requisition Selection page and AutoSelect Req page only after the source date.

Calculate Price

Select to have the PO Calculations process recalculate the sourced purchase order price based on the vendor selected. If this check box is deselected, the requisition price is the purchase order price. This check box is always deselected and unavailable for entry for description-only items.

The check box is selected if the Contract Required check box is selected on the Purchasing Controls tab of the Purchasing Attributes page. The requisition process enables you to enter a contract with the Calculate Price check box deselected for an item if theContract Required check box is not selected in the Purchasing Attributes setup.

Override Suggested Vendor

Select to enable the sourcing process to override the suggested vendor. If you select this check box, the system overrides any vendor suggested on the requisition line with the vendor selected based on the applicable sourcing method.

The setting of this check box depends on the setting of the Override Preferred Vendor check box on the User Preferences - Procurement: Requisition Authorizations page.

If the Override Preferred Vendor check box is selected, the Override Suggested Vendor check box is selected and can be deselected.

If the Override Preferred Vendor check box is deselected, the Override Suggested Vendor check box is selected and cannot be deselected. The logic behind this setting is that if you are not authorized to override the preferred vendor, you must accept the vendor selected by the PO Calculations process.

Consolidate with other Reqs (consolidate with other requisitions)

Select to source the line item to a purchase order line, along with quantities of the same item from other requisitions.

If selected, you must also select the Override Suggested Vendor check box.

Source to Inventory

Select to source this requisition line from inventory. The check box is selected by default for inventory items. If the check box is selected, the Build Inventory Demand process (PO_REQINVS) attempts to fulfill the request. If it cannot fulfill the full demand, the remaining order quantity is sourced to a purchase order.

Sourcing Controls

Select the method for sourcing tolerances. Values are:

• % Unit Price Tolerance

• Unit Price Tolerance

% Unit Price Tolerance (percent unit price tolerance)

If you select a sourcing control of % Unit Price Tolerance, then enter the upper base price tolerance on a percentage of the suggested requisition price. If you want no tolerances to apply, enter exactly 999.99.

% Unit Price Tolerance - Under (percent unit price tolerance - under

Enter the lower price tolerance percentage. Prices that are less than this tolerance are rejected. A tolerance of 0 means that the requisition price must match the purchase order price. It does not mean that tolerances do not apply.

Unit Price Tolerance

If you select a sourcing control of Unit Price Tolerance, then enter the upper base price tolerance on an amount over the suggested requisition price. In Add mode, 999999.99999 appears by default. If you want no tolerances to apply, enter exactly 99999999.99999.

Unit Price Tolerance - Under

Enter the lower unit price amount tolerance. Prices that are less than this tolerance are rejected. A tolerance of 0 means that the requisition price must match the purchase order price. It does not mean that tolerances do not apply.

Default Options

Displays either Default or Override. This value is defined on the Requisition Defaults page.

SpeedChart

Select a default SpeedChart. The SpeedChart feature enables you to use a code that contains preset distributions.

Copy Header Defaults

Click to copy requisition header distribution defaults to the line.

Apply

Select to apply the line default value to the distribution line field that appears in the Distrib Line (distribution line) field, if it exists on the selected requisition line.

Distrib Line (distribution line)

Displays the distribution line affected by the field value change.

Apply to All Distribs (apply to all distributions)

Select to apply the line default field value change to all existing distribution lines on the requisition line, regardless of the distribution line value that appears.

A distribution percentage value (DISTRIB_PCT) is specific to an individual distribution line. Therefore, the Apply to All Distribs check box is unavailable for this field value change.

Create Line Change

When a requisition is eligible for change request or change order tracking, the system makes this button, and all change template fields, available for entry. Inserting a new line or schedule or canceling an existing line or schedule may create a change order. You can't delete a line or schedule. If you cancel a line, you also cancel its schedules and distributions.

When you click the Create Line Change button, the system checks to determine whether this is the first change order for this requisition. If so, the system inserts change order fields with the batch number and sequence number of 0 to store the original history values for the line.

When you change the quantity field on the line level, if only one schedule is tied to the line, both line and schedule quantity fields are tracked if they are the change order fields.

Buyer

Select a buyer for the requisition line. If you select a new value on the requisition that is tied to a different default buyer (item, vendor, or category, for example) the value in this field will be overridden with the new default buyer value.

Category

Displays the category to which the requisition line item is assigned.

Transaction Item Description

Enter a unique description for the item.

Merchandise Amount

Displays the total price of the items on the requisition line in the transaction currency.

Use Procurement Card to pay for this item

This check box appears as selected if at the requisition line level you have selected the Use ProCard check box. Select this check box if you want the procurement card to be the payment method for this requisition line.

Vendor ID (vendor identification)

Displays by default the first priority vendor ID for the requisition line, along with its default vendor location. You can override these values or enter values if the fields are blank.

Changing the vendor value may affect the vendor location, vendor catalog ID, vendor item ID, and buyer values for the requisition.

The vendor ID is supplied by default according to the hierarchy defined for Item Vendor ShipTo, Item Vendor Region, and Item Vendor tables.

Vendor's Catalog and Vendor Item ID

The vendor catalog and item ID assigned to the selected item-vendor combination appear. These values are supplied by default from the Purchasing Attributes - Item Vendor page.

UPN ID (universal product number ID)

Enter the universal product number ID.

RFQ Required (request for quote required)

The setting of the RFQ Required check box appears by default from the Item Category - Purchasing Item Attribute Hierarchy.

Select this check box to indicate that this requisition line must be submitted for vendor quotes before purchase order sourcing.

If you can override the RFQ required rule, which you set on the User Preferences: Procurement - Requisition Authorizations page, you can select or deselect the RFQ Required check box on this page.

If you cannot override the RFQ required rule, you can select the RFQ Required check box only if it is deselected. You receive an error message if you try to deselect the RFQ Required check box if it is selected.

Note. If the RFQ Required check box is deselected, the system checks to ensure that the business unit RFQ Required Monetary Threshold is defined, checks the line amount, and then sets the RFQ Required check box accordingly. When you save the requisition, the system also matches the requisition distribution ChartField values with the RFQ Rule ChartField values. If a match exists, the system selects the RFQ Required check box.

Stockless Item

Select to indicate that the ordered item is for par replenishment. This check box is available only if the selected item is set up as stockless, according to the default hierarchy for stockless items.

Device Tracking

Indicates whether a line contains a device-tracked item.

Configuration Info (configuration information)

Click to access the Configuration Information page. For this link to be available, the line item must have configuration information with which it is associated. In addition, the requisition must have a PeopleSoft Inventory business unit defined and the Consolidate with other Reqs check box must be deselected.

Physical Nature

Select to indicate whether the object is a physical good or service. Values are Goods and Services.

Where Services Performed

Select to indicate the location where the service is most often performed:

Buyer's: Select if the service was physically performed at the buyer's location.

Ship From: Select if the service was physically performed at the ship from location.

Ship To: Select if the service was physically performed at the ship to location.

Supplier's: Select if the service was physically performed at the supplier's location.

Note. This option is available only when the Physical Nature value is Services.

Zero Price Indicator

Select to indicate that the line item is zero-priced. This check box deselected and unavailable for entry for ad hoc item orders.

Contract ID

Select the contract ID that you want to associate with the requisition line. The adjacent field displays the contract line number.

Contract terms and pricing on the requisition may not reflect the true contract terms and pricing. When the requisition is sourced to a purchase order, the PO Calculations process calculates the purchase order terms and pricing according to the contract conditions.

If a vendor is selected, you can select from only those contracts set up with the vendor. If a vendor is not defined yet, the vendor associated with the specified contract appears. When you have specified a contract, you cannot change the vendor. The Override Suggested Vendor check box is deselected and unavailable for entry. If an item ID exists on the contract, the Calc Price (calculate price) check box is selected and unavailable for entry.

You can select a contract ID and not the contract line number only if the contract is defined as an open item contract. This option is available for item ID, description-only, and amount only lines.

Amount-only requisition lines can be associated only with open item contracts.

To be eligible for selection on this page, the contract must be in Approved status and cannot be defined as an amount only contract.

Even if you do not specify a contract here, if you source the requisition through the PO Calculations process, the process may find an eligible contract for the requisition, and that contract is used on the purchase order.

If the purchase order business unit's RFQ required rule indicates that the contract ID should be copied to the transaction if a valid contract is located, the contract ID and line number will be supplied by default to the requisition line.

Note. If you select a blanket purchase order contract, you cannot override the choice by selecting a different purchase order on the Requisition Selection - Staging page. You cannot select the Define PO option on this page because you are using a contract that is assigned to one specific purchase order and the purchase order is already defined. You can click the Contract Details link to review the details of the contract that you select in this field.

Version

Displays the contract version when you are using track changes for contracts.

GPO Contract (group purchasing organization contract)

Select the group purchasing organization's contract number.

GPO ID (group purchasing organization ID)

Select the group purchasing organization ID.

Calculate Price

Select to have the PO Calculations process recalculate the sourced purchase order price based on the vendor selected. If this check box is deselected, the requisition price is the purchase order price. This check box is always deselected and unavailable for entry for description-only items. This check box is selected and unavailable for entry for item ID lines when a contract is specified.

Catalog ID

Select a catalog ID to display the catalog's category hierarchy. Click the folder button to display item categories and subcategories contained in the selected catalog.

Action

Select the action that you want to perform on the standard item specification:

Copy Comment: Select this value and select the Select check box to make the selected item specifications available on the Line Comments page. On the Line Comments page, you can use the item specifications as they appear or modify them. Modifications to the item specifications on the Line Comments page do not affect the original item specifications.

Link to Comment: Select this value and select the Select check box to copy the selected item specifications to the Line Comments page. If you select this value, you cannot modify or add to the specifications text on the Line Comments page.

Select

Select to include the associated item specifications on the Line Comments page.

Send to Vendor

Displays the setting as defined on the Item Specification page.

If this check box is selected, when you move the item specifications to the Line Comments page, the Send to Vendor check box on the Line Comments page is automatically selected and the item specifications are eligible to be sent to the vendor.

Catalog ID

Select the catalog ID that you want the system to use to locate the catalog in which you want to search for item categories.

All Items

Click to display all categories associated with the selected catalog. Select a category to populate the Category field on the transaction and then click the OK button.

Maintain Requisitions - Schedule

REQ_SCHEDULE

Purchasing, Requisitions, Add/Update Requisitions, Maintain Requisitions - Requisition

Click the Schedule button on the Maintain Requisitions - Requisition page.

Specify multiple shipping schedules for each line and define multiple distributions for each schedule.

Item Description

REQ_ITEM_DESCR, REQ_ITEM_DESCR4

Click the Description button or Item Description link on the Maintain Requisitions - Schedule page.

The item description link comprises the first 30 characters of the item's description in the Transaction Item Description text box on the Item Description page.

Enter and view descriptions for a specific item.

VAT Information for a Schedule

REQ_SCHED_VAT

Click the Schedule VAT button on the Maintain Requisitions - Schedule page.

Enter VAT details for the requisition schedule.

Note. This page is available only when the Calculate VAT on Req check box is selected for the requisition business unit in the purchasing business unit definition component.

Schedule Details

REQ_SCHED_DTL2

Click the Schedule Shipment Detail button on the Maintain Requisitions - Schedule page.

Enter time due, ultimate use, and sales and use tax destination information.

Maintain Requisitions - Direct Ship

REQ_SCHED_DROP

Click the Schedule Direct Shipment button on the Maintain Requisitions - Schedule page.

View details about the sales order from which a direct shipment requisition was created. The requisition must contain a direct shipment. This button is available only if the schedule is a direct shipment.

Requisition ShipTo Address

REQ_ONETIME_ADDR

Click the Ship To Address button on the Maintain Requisitions - Schedule page.

View address details for the location relevant to the page from which this page is accessed.

You can also set up a one-time ship to address for the selected requisition.

Note. When you enter a one-time address and exit the page, the One-Time Address button changes to indicate that a one-time address exists for the schedule.

Note. This page is unavailable for direct shipment requisitions.

Pegging Workbench

IN_PEG_DETAIL_SP

Click the Pegging Workbench button on the Maintain Requisitions - Schedule page.

View and maintain pegging information associated with the requisition schedule.

See Pegging Supply and Demand.

Pegging Inquiry

IN_PEG_DETAIL_SP

Click the Pegging Inquiry button on the Maintain Requisitions - Schedule page.

View the demand for this requisition.

See Pegging Supply and Demand.

Qualified Distributions page

REQ_DIST_PEG

Click the Pegging Workbench or Pegging Inquiry buttons on a requisition schedule that is associated with multiple distribution lines.

Select the requisition distribution that you want to maintain or view the pegging information for.

Requisition Ship To Comments

REQ_COMMENTS

Click the Add Ship To Comments link on the Maintain Requisitions - Schedule page.

Add comments related to the ship to address.

Ship To

Select the location to which the vendor will ship the order. You can update this value for each schedule that you define.

Note. If you change the ship to location to a PeopleSoft Inventory business unit that requires closure calendar validation and processing for receiving activities as defined on the Closure Calendar page, the system validates the due date as a valid date for receiving. If it encounters an exception date, it uses the next valid future date as the due date.

Click the Ship To Address button to access the Requisition Ship To Address page. Use this page to view the ship to address or to define a one-time address for the requisition.

Note. This button is unavailable for direct shipment requisitions created from sales orders in PeopleSoft Order Management.

Quantity

Supplied from the requisition line. If you update this quantity on either the line or schedule, the other quantity is also updated. The sum of the active schedules for a line must equal the line quantity. This linkage prevents you from scheduling a different quantity than you have requisitioned.

Price

Enter the unit price of the item.

If you are using commitment control, the price field is unavailable for modification when a requisition schedule that is distributed by quantity has been partially or fully sourced to a purchase order. This field is also unavailable for modification when you create a change order for a requisition (that is distributed by quantity) that has been partially or fully sourced to a purchase order.

Amount

Displays the total price of the items on the requisition schedule. This is the unit price multiplied by the schedule quantity.

Due Date

(Optional) Select the requisition schedule due date. The date that you enter becomes the default purchase order due date. If you don't specify a due date here, when you source the requisition to a purchase order, the system derives the due date by incrementing the purchase order date by the number of lead-time days defined for the item. If the item is not defined in the system, or if you are ordering by description-only, the due date becomes the purchase order due date by default.

Note. If the PeopleSoft Inventory business unit associated with the ship to location requires closure calendar validation and processing for receiving activities as defined on the Closure Calendar page, and the due date that you enter falls on a defined closure date, the system issues a warning. You can choose to keep the invalid date, or use the next valid date on the calendar.

Attention To

Enter the person to whom or place where the services or goods are to be delivered. The system uses values for this field from PeopleSoft eProcurement requisitions. You can override the value or enter a value.

Revision

Enter the manufacturer's product revision number of the item ordered. If the ship to is a PeopleSoft Inventory business unit and the item is under revision control in that business unit, the revision number by default becomes the one that is effective on the due date.

Click the Schedule Direct Shipment button to access the Maintain Requisitions - Direct Ship page. Use this page to view the sales order information for the direct shipment requisition.

Click the Pegging Workbench button to access the Pegging Workbench page. Use this page to view and maintain the pegging information associated with this requisition.

See Using Pegging with Requisitions in PeopleSoft Purchasing.

Click the Pegging Inquiry button to access the Pegging Inquiry page. Use this page to view the demand for this requisition.

See Using Pegging with Requisitions in PeopleSoft Purchasing.

Status

Displays the status of the schedule.

Click to create a change request or change order for the requisition. When a requisition is eligible for change order tracking, the system makes the Create Schedule Change button available for use. All eligible change request and change order fields are disabled prior to selecting this button. The Cancel buttons are also enabled. Inserting a new line or schedule or canceling an existing line or schedule creates a change order. You can't delete a line or schedule if it is eligible for change order processing.

When you click the button, the system checks whether this is the first change for this requisition. If so, the system inserts change order fields with the batch number and sequence number of 0. This stores the original values of the schedule.

Changing the quantity field on the schedule level causes both line and schedule quantity fields to be tracked if they are define as change request or change order fields.

WO Business Unit (PeopleSoft Maintenance Management work order business unit)

Select the PeopleSoft Maintenance Management business unit.

Work Order ID

Select the work order that you want to associate with this requisition.

Task Number

Select the work order task number.

Resource Type

Select the type of resource for which you are defining a requisition. Types are:

• Labor

• Material

• Tools

Resource Line No. (resource line number)

Select the resource line number associated with the work order.

Expand All Sections

Click to scroll to and access every section on the page. You can also expand one or more sections by clicking the arrow next to the section's name.

Collapse All Sections

Click to collapse all sections, displaying only the header information. If you expand one or more sections, you can click the arrow next to the section's name to collapse the section.

Physical Nature

Indicates whether the item is a good or a service. Many countries are required to report the sale and purchase of goods separately from services. The default comes from PeopleSoft Purchasing defaulting hierarchy from either the item, item category, vendor location, or purchasing options.

Change Physical Nature

Click to override the default physical nature for this item. The system resets all the VAT defaults.

Location Country

For services only, displays the Purchasing business unit bill to location country.

Location State

For services only, displays the Purchasing business unit bill to location state.

Vendor Location Country

For services only, displays the vendor's order from location country.

Vendor Location State

For services only, displays the vendor's order from location state.

Service Performed Country

Depending on the services performed setting in the PeopleSoft Purchasing defaulting hierarchy (for example on the vendor or business unit), the system sets the value for this field in the following way:

• If the ship from location is specified, this field is set to the vendor's ship from location country

• If the ship to location is specified, this field is set to the ship to location country.

• If the buyer's location is specified, this field is set to the Purchasing business unit bill to location country.

• If the supplier's location is specified, this field is set to the vendor's order from location country.

Service Performed State

Depending on the services performed setting in the PeopleSoft Purchasing defaulting hierarchy (for example on the vendor or business unit), the system sets the value for this field in the following way:

• If the ship from location is specified, this field is set to the vendor's ship from location state.

• If the ship to location is specified, this field is set to the ship to location state.

• If the buyer's location is specified, this field is set to the Purchasing business unit bill to location state.

• If the supplier's location is specified, this field is set to the vendor's order from location state.

  This value appears only if the value in the Service Performed Country field requires that VAT be tracked by state or province.

Ship From Country

Displays the vendor's ship from location country. In the case of transactions involving goods or freight service transactions, this is used to determine the VAT treatment.

Ship From State

Displays the vendor's ship from location state if the ship from country is defined as tracking VAT by state or province. In the case of transactions involving goods or freight service transactions, this is used to determine the VAT treatment.

Ship To Country

Displays the ship to location country. In the case of transactions involving goods or freight service transactions, this is used to determine the VAT treatment.

Ship To State

Displays the ship to location state if the ship to country is defined as tracking VAT by state or province. In the case of transactions involving goods or freight service transactions, this is used to determine the VAT treatment.

Service Type

Displays the VAT service type of Freight or Other if the transaction is for a service. The value in this field determines whether the special rules for freight transport within the European Union apply. The default value comes from five drivers in the VAT default hierarchy, purchase order options, vendor, vendor location, item category, and item.

Place of Supply Driver

Displays the usual place of supply (that is, the place where VAT is usually liable) for the service if the transaction is for a service. This value is used to help determine the place of supply country and the VAT treatment. Options are Buyer's Countries, Supplier's Countries, and Where Physically Performed. The default value comes from five drivers in the VAT default hierarchy, purchase order options, vendor, vendor location, item category, and item.

Reporting Country

Displays the country for which this VAT will be reported. This is the VAT entity VAT registration country and determines many of the VAT defaults.

Defaulting State

Displays the state within the reporting country that is used to retrieve values from the VAT Defaults table (if the reporting country requires that VAT be tracked by state or province).

Vendor Registration Country and Vendor Registration ID

Displays the registration country and ID of the vendor.

Exception Type

Displays the exception granted to the VAT entity: None, Exonerated, or Suspended. This value is specified on the VAT entity registration.

Certificate ID

If applicable, displays the ID of the VAT exception certificate that may have been issued to the VAT entity.

Calculate at Gross or Net

Indicates how VAT is calculated:

Gross: The system calculates VAT before it applies any early payment discounts.

Net: The system calculates VAT after it deducts early payment discounts. If two percentage discounts exist, the system uses the larger of the two when it calculates VAT. The system won't use discount amounts, only discount percentages.

The default value comes from the VAT entity driver.

Recalculate at Payment

Select to enable the recalculation of VAT at payment time to allow for any early payment discounts if you are calculating VAT at gross. This causes the system to adjust the VAT amount at the time of payment if the discount has been taken. This check box is set on the VAT entity driver.

Declaration Point

For a good or a service, displays when you want VAT transaction information to be recognized for reporting purposes:

Invoice: VAT is recognized at time of invoice.

Payment: VAT is recognized at time of payment.

Delivery: VAT is recognized on delivery.

This value can be set at four levels in the VAT hierarchy, VAT entity registration, purchase order options, vendor, and vendor location.

VAT Rounding Rule

Displays the VAT rounding rule. The default value comes from the VAT country, VAT entity registration, vendor, or vendor location driver. Options are:

Natural Round: Amounts are rounded normally (up or down) to the precision specified for the currency code. For example, for a currency defined with two decimal places, 157.4659 would round up to 157.47, but 157.4649 would round down to 157.46.

Round Down: Amounts are rounded down. For example, for a currency defined with two decimal places, 157.4699 would round down to 157.46.

Round Up: Amounts are rounded up with a rounding precision to one additional decimal place. For example, for a currency defined with two decimal places, 157.4659 would round up to 157.47, but 157.4609 would round down to 157.46.

Use Type

Determines the split between recoverable (taxable) and nonrecoverable (nontaxable) VAT.

For the Canadian public sector, the use type also determines the rebate of the nonrecoverable VAT. VAT rebates are calculated based on statutory rebate rates that are established for each public service body.

The value comes from the VAT defaulting hierarchy, either from the item, item business unit, item category, vendor location, vendor, or purchasing options.

Include Freight

If this option is selected, the system includes any freight amounts in the VAT basis by calculating VAT on the merchandise amount plus any freight amount. This option is available only for exclusive VAT calculation. The value comes from the VAT entity registration driver.

Include Miscellaneous

If this option is selected, the system includes any miscellaneous charge amounts in the VAT basis by calculating VAT on the merchandise amount plus any miscellaneous charge amount. This option is available only for exclusive VAT calculation. The value comes from the VAT entity registration driver.

Place of Supply Country

For services, displays the country in which the VAT is liable. The default value comes from a complex algorithm.

Treatment

Displays the VAT treatment, based on a complex algorithm:

Domestic Goods Purchase: If the ship from and ship to countries are the same and the vendor is registered for VAT, the transaction is treated as domestic.

Domestic Services Purchase: If the buyer and seller are both located in the country where the VAT is liable, the transaction is treated as domestic.

EU Goods Purchase (European Union goods purchase): If the ship from and ship to countries are different, the system determines whether both countries are located within the EU. If so, the system looks at the VAT registration for each trading partner to determine whether the transaction should be treated as an intra-EU purchase, domestic, or outside the scope of VAT.

EU Services Purchase (European Union services purchase): If each trading partner is located and registered in a different EU country, and the VAT on a service is liable in the buyer's country, the transaction is treated as a self-assessed EU services purchase.

Self-Assess Goods Import: If the ship from country is different from the ship to country and either or both of the countries are located outside of the EU, and the vendor is not registered in the ship to country, the transaction is treated as an import. If the entry in the VAT Country table for the VAT reporting country indicates that VAT on imports should be self-assessed, the transaction is treated as a self-assess goods import, and both input and output VAT are recorded.

Self-Assess Services Import: If each trading partner is located and registered in different countries, and the VAT on a service is liable in the buyer's country, the transaction is treated as a self-assessed services import.

Zero-rated Goods Import: If the ship from country is different from the ship to country and either or both of the countries are located outside of the EU, and the vendor is not registered in the ship to country, the transaction is treated as an import. If the entry in the VAT Country table for the VAT reporting country indicates that only input VAT should be recorded on imports, the transaction is treated as a zero-rated goods import.

Outside of Scope: If the supplier is not registered for VAT, or if the VAT is liable in a country other than the VAT reporting country, the transaction is treated as outside the scope of VAT.

No VAT Processing: For transactions in which the physical nature is goods, if the ship to country has not been defined as a VAT country and the VAT reporting country on the transaction is missing, no VAT information is recorded.

Within PeopleSoft detail, VAT treatment values on the transaction lines are used for applying the precise defaults applicable to the transaction lines. The treatment is determined based on the rules applicable to the transaction.

Applicability

Displays the VAT status, which comes from an algorithm. Options are:

Taxable.

Exempt (not subject to VAT).

Outside of Scope of VAT.

Suspended.

Exonerated.

Record Output

Select to enable entry of vouchers for which VAT is not included on the invoice but is payable to the VAT authority rather than the vendor. In this case, you are accounting for both input and output VAT for the purchase.

This is the case for an intra-EU acquisition or when you must account for output VAT on a service supplied by a foreign supplier. This is also referred to as self-assessing for VAT. The value comes from an algorithm that uses the treatment and applicability to retrieve the applicable value from the PeopleSoft-delivered VAT system setup data.

VAT Code (value-added tax code)

Displays the VAT code that defines the rate at which VAT is calculated for this line.

Transaction Type

Displays the code that categorizes and classifies this transaction for VAT reporting and accounting.

Adjust Affected VAT Defaults

Click to have the system adjust the VAT defaults that are affected by the changes. All changes that you have made to VAT defaults on this page that affect other VAT defaults on this page are retained.

Click the i button to list the fields that will be adjusted.

Note. Oracle recommends that you always click the Adjust Affected VAT Defaults button after changing any defaults on the VAT page.

Levels

Enables you to specify the levels within the requisition transaction hierarchy to reset when you click the Reset All VAT Defaults button. Options are:

All lower levels: Resets all VAT defaults at lower levels for this page, namely the requisition distribution level.

This and all lower levels: Resets all VAT defaults on this page and at any lower levels of this page.

This level only: Resets all VAT defaults on this page.

Reset All VAT Defaults

Click to have the system reset the VAT defaults based on the value that you selected in the Levels field. Any changes that you have previously made to VAT defaults will be lost.

Note. Reset redetermines the VAT defaults. This does not necessarily mean that they will be reset to their original values. For example, the user may not have changed any VAT default values, but if a VAT driver field was changed, clicking this reset button will redetermine all defaults based on the new driver value.

Tax Destination

Displays the location code on which the sales and use tax calculation for the schedule should be based. This is also known as the tax basis.

Ultimate Use Code

Displays the ultimate use code for the item. The ultimate use of an item can alter the SUT amount that a business unit pays. The SUT amount can be calculated based on the SUT authority and the ultimate use code established on the Ultimate Use Code page.

Pegging Workbench

IN_PEG_DETAIL_SP

Purchasing, Requisitions, Add/Update Requisitions

Click the Schedules button for a particular line item on the requisition.

Select the Statuses tab.

Click the Pegging Workbench button.

Apply, change, or remove pegs from items.

Pegging Inquiry

IN_PEG_DETAIL_SP

Click the Pegging Inquiry button on the Maintain Requisitions - Schedule page.

View pegging information for line items.

From Date and To Date

Enter beginning and end dates for pegged information.

Hide Other Fully Pegged Orders

Select this check box if you want to filter out other orders than are completely pegged to other orders.

Order Information

Displays the source business unit and order number. Select the line to access an inquiry page with additional information about this order.

Line

Displays the order line, schedule line, distribution (or demand) line.

Schedule Date

Displays the date of the schedule.

Hard Peg

Indicates whether the row has hard-pegged demand or supply. Hard pegs indicate that the existing peg has a one-to-one relationship between a demand line and a supply-side line. If you attempt to peg additional demand or supply quantities to this row, the system displays a warning that will change the peg to a soft peg. If you continue with the change, then the peg chain is changed to a soft peg.

QTY Available Remaining (quantity available remaining)

Displays the item quantity that is available to be pegged.

QTY Pegged (quantity pegged)

Displays the quantity of this line that has already been pegged to another order.

Open Qty Pegged (open quantity pegged)

To create a peg, enter a quantity in this field to be pegged against the line displayed at the top of this page and then click the Save button. This creates the peg chains for the demand and supply.

To break (remove) a peg, enter zero in this field and then click the Save button.

Pegged QTY Received (pegged quantity received)

Displays the pegged quantity that has already been received into a PeopleSoft Purchasing business unit.

Maintain Requisitions - Distribution

REQ_DISTRIB_DETAIL

Purchasing, Requisitions, Add/Update Requisitions, Maintain Requisitions - Requisition

Click the Schedule button on the Maintain Requisitions - Requisition page.

Click the Distribution button on the Maintain Requisitions - Schedule page.

Specify multiple shipping schedules for each line and define multiple distributions for each schedule.

Currency Information

EXCH_RT_DTL2_INQ

Click the Exchange Rate Detail button on the Maintain Requisitions - Distribution page.

Display the rules used to calculate exchange rates for the transaction.

VAT Details for Distribution

REQ_DISTRIB_VAT

Click the Distribution VAT button on the Maintain Requisitions - Distribution page.

View and modify VAT control options, VAT details, and VAT calculations.

Multiple SpeedCharts

RUN_REQSPCHARTS_OL

Click the Multi-Speed Charts link on the Maintain Requisitions - Distribution page.

Define multiple speed charts and the requisition quantity to distribute for each speed chart.

Distribute by

Select the method to use to allocate the expense account distribution. Selecting either option enables you to distribute by percentage. If you change the amount or quantity, the percent is adjusted. If you change the percent, the amount or quantity is adjusted. In either case, the total must equal 100 percent.

Amount: Select to enter a value in the Amount field. The sum of all distribution amounts must equal the schedule amount (the value in the Amount field on the Maintain Requisitions - Schedule page).

Quantity: Select to enter a value in the Req Qty field. The sum of all distribution quantities must equal the schedule quantity (the value in the Req Qty field on the Maintain Requisitions - Schedule page).

Liquidate by

Liquidate the outstanding pre-encumbrance and encumbrance balances by amount or quantity.

Note. This field is visible only if commitment control is enabled and you select the Allow Liquidate by Quantity when Distribute by Quantity check box is selected on the Purchasing Definition - Business Unit Options page. If commitment controlled is not installed, or you do not select the option to liquidate by quantity on the Purchasing Definition - Business Unit page, the budget processor balance liquidates by amount only.

SpeedChart

Select a SpeedChart code. A SpeedChart retrieves preset ChartField definitions and applies them to the schedule distribution.

Multi-SpeedCharts

Click to access the Multiple Speed Charts page. Use this page to define multiple speed charts and the requisition quantity to distribute by speed chart.

Open Quantity and Open Amount

Displays the quantity on the schedule not yet sourced to a purchase order if you are distributing by quantity. If you are distributing by amount, this field displays the amount on the schedule not yet sourced to a purchase order.

Quantity

Displays the quantity of items on the schedule, along with the applicable unit of measure.

Merchandise Amt (merchandise amount)

Displays the total price of the items on the schedule, along with the transaction currency.

Pre-Encumbrance Balance

Click to access information about the pre-encumbrance balance. The link is available when the budget status is valid and the balance is not zero. If the balance is zero and budget status is not check enabled, the link is not available.

Status

Displays the distribution line status:

Complete: The distribution line has met requisition reconciliation criteria and has been closed.

Open: The distribution line is open and is available for sourcing. This value is open by default when the Requisition Status option is set to open on the Requester Setup page.

Canceled: The distribution line has been canceled and is not available for sourcing.

Processed: The distribution line is available for sourcing and is either in process or complete. This status implies that the line has already been processed.

Percent

Enter the percentage of either the quantity or the amount that you want distributed on the distribution line. The value in the Amount or Req Qty field, depending on the distribution method, is calculated based on the value that you enter.

Quantity

Enter the quantity of items that you want distributed on the distribution line. The value in the Percent field is calculated based on this value.

This field is available for entry when you distribute by quantity.

Note. You cannot enter a distribution quantity greater than the associated schedule quantity. To increase the quantity on a distribution line, return to the Maintain Requisitions - Schedule page and increase the schedule quantity, or reduce the quantity on other distributions for that schedule. The quantity on the distributions must equal the ordered quantity of the associated schedule.

Merchandise Amt (merchandise amount)

Enter the total amount that you want distributed on the distribution line. The value in the Percent field is calculated based on this value.

This field is available for entry when you distribute by amount.

Account and Alt Account (alternate account)

Select the account and alternate account for this distribution line.

If you associate a purchasing kit definition with a requisition, the account and alternate account fields appear by default from the purchasing kit definition. If the fields are not defined on the purchasing kit definition, the system looks at the header defaults. If the fields are not there, the system continues to look at the other levels of the default ChartField hierarchy.

See Purchasing ChartField Default Hierarchy.

See Creating Purchasing Kits.

Pre-Encumbrance Amount

Displays the monies that you have committed in pre-encumbrances. The system extracts these values from commitment control tables by passing the business unit, document ID, and other key information that depends on the display.

Pre-encumbrance balances appear on the currency code for the balances in the transaction currency of the requisition and are based on the transaction date rate.

You can view budget details for the requisition, such as the purchase orders and voucher that have been created from the requisition. Click the Pre-Encumbrance link to access the PO Accounting Entries Inquiry, where you can select a General Ledger business unit and commitment control ledger group to use as a budget inquiry.

See Viewing Budget Details and Transaction Activity.

IN Unit (PeopleSoft Inventory business unit)

Select the default PeopleSoft Inventory business unit for which you are purchasing the items.

If the item on the requisition line is an inventory item and the Defaults Inventory BU check box is selected on the Requester Setup page, the PeopleSoft Inventory business unit defined at the ship to level is supplied to the distribution. If the item is an inventory item and the check box is deselected, the system does not provide a default value. If the item on the requisition line is not an inventory item, this field is unavailable for entry. You can enter a PeopleSoft Inventory business unit for items that are identified as stockless.

The presence of an Inventory business unit value in this field causes the items to be received and put away to the selected Inventory business unit. If you do not want the items to be received into inventory, be sure to clear this value.

Statistics Code

Select a code that identifies a value that you use to identify non-monetary amounts. Examples might be work days or floor space.

Open Qty (open quantity)

Enter the quantity on the distribution not yet sourced to a purchase order. This field is available for entry when you distribute by quantity.

Open Amt (open amount)

Enter the amount on the distribution not yet sourced to a purchase order. This field is available for entry when you distribute by amount.

GL Base Amount (general ledger base amount)

Displays the total amount of the distribution, expressed in the base currency of the PeopleSoft General Ledger business unit associated with the distribution line.

Distribution VAT (distribution value-added tax)

Click to view VAT information for the current line, schedule, and distribution.

Click the Exchange Rate Detail button to access the Currency Information page. Use this page to view the rules used to calculate exchange rates for the transaction.

Click the Cancel button to cancel a selected distribution line. After a distribution line is canceled and the requisition is saved, the distribution line cannot be changed and is unavailable for entry.

Cancellation reduces the schedule line open quantity and amount by the open quantity and amount on the distribution line. It also changes the distribution line open quantity and amount to zero. The total order quantity at the requisition line and schedule are not reduced.

The canceled distribution line information is stored for future reference.

Important! You can't source a quantity on a distribution line that has been canceled.

AM Unit (PeopleSoft Asset Management business unit)

Select a PeopleSoft Asset Management business unit to associate with the asset item. If this field is populated by the system, the value appears by default from the PeopleSoft Purchasing business unit or the Requisition Defaults page.

Note. If you consider an item to be an asset and plan to pass it to PeopleSoft Asset Management through the PeopleSoft Receiving business process, you must populate theAM Unit (PeopleSoft Asset Management business unit) field and Profile ID field.

If both fields contain values, data is written to the PeopleSoft Asset Management staging tables. If only one of the fields is populated, the system does not consider the item an asset. All of the information that you enter on this page is passed to PeopleSoft Asset Management.

Profile ID

Select an asset profile ID.

CAP# (capital acquisition plan number)

Select a CAP number defined for this item in PeopleSoft Asset Management. This is required only if the item is capitalized.

Sequence

Select a sequence number for the capital acquisition plan.

Tag Number

Enter an asset tag number. The quantity on the distribution must be 1 to enter a tag number. This information becomes available on the Asset Information page when the asset data has passed on to PeopleSoft Asset Management.

In addition, the system checks the tag number that you enter on the requisition to make sure it is not already assigned to an asset when the Allow Dup Tags option is not set for the PeopleSoft Asset Management business unit. If the tag number has already been assigned to another asset, the system issues a warning. The system looks only at the Assets table; it does not look at the interface tables, previously entered receipts, purchase orders, or requisitions to determine whether the tag number has been assigned to another pending transaction.

EmplID (employee ID)

Select an employee ID of the custodian for this item. This information corresponds to the employee ID number on the Asset Custodian/License/Manufacturer page.

Capitalize

Designates a capitalized item. A PeopleSoft Asset Management business unit must be selected for this check box to be enabled. If the item is capitalized, it can be depreciated before being paid.

Cost Type

Select the cost type associated with the item purchase, if applicable. Cost types represent components of the cost of an asset, such as materials, labor, and overhead. For example, you can differentiate between the cost of building an asset and its market value by allocating production cost to one cost type and the profit margin to another. Cost type, in combination with asset category and transaction code, determines which accounts the costs are entered into in the general ledger.

See Defining the Cost Foundation for Makeable Items.

Distrib (distribution line)

Displays the distribution line number.

Budget Status

When commitment control is on, the system displays the budget status for this distribution line. Statuses include Valid and Not Chk'd.

Budget Date

If commitment control is enabled, enter a budget date. Commitment control uses this date to determine the budget period to which this item cost belongs.

Merchandise Amount

Displays the merchandise amount for this distribution line.

Pre-Encumbrance Balance

When commitment control is activated, the system displays the pre-encumbrance balance. When you create a purchase order, commitment control liquidates the pre-encumbrance balance from the requisition and establishes an encumbrance for the purchase order. You must reestablish pre-encumbrance documents manually.

See Creating Requisition Header Information.

Currency Code

Appears for the pre-encumbrance amounts at the distribution level of the requisition. This is the currency of the default commitment control ledger group for the distribution-level General Ledger business unit.

Pre-Encumbered Base Balance

Displays the beginning pre-encumbered amount.

Base Currency

Displays the base currency for the distribution.

Commitment Control Close Flag

Appears as selected when the purchase order associated with the requisition has been fully liquidated, thus indicating that the outstanding pre-encumbrance has also been fully liquidated. This option can also appear as selected when the distribution has been canceled.

Use Type

Displays the use type entered on the schedule line, which determines the split between recoverable (taxable) and nonrecoverable (nontaxable) VAT.

For the Canadian public sector, the use type also determines the rebate of the nonrecoverable VAT. VAT rebates are calculated based on statutory rebate rates that are established for each public service body.

The value comes from the VAT defaulting hierarchy, either from the item, item business unit, item category, vendor location, vendor, or purchasing options.

VAT Apportionment Control (value-added apportionment control)

Select the appropriate apportionment control to apply, as applicable. The default value comes from the Purchasing business unit definition driver.

Distribution GL Business Unit (distribution General Ledger business unit): The system uses the PeopleSoft General Ledger business unit on the distribution line to search for the taxable and exempt percentages.

Transaction Business Unit: The system uses the applicable transaction business unit to search for the taxable and exempt percentages

Transaction GL Business Unit (transaction General Ledger business unit): The system uses the PeopleSoft General Ledger business unit to which the applicable transaction business unit is mapped to search for the taxable and exempt percentages.

Recovery Source

See Processing Value Added Tax (VAT) in PeopleSoft Payables.

Rebate Source

See Processing Value Added Tax (VAT) in PeopleSoft Payables.

Transaction Type

Displays the code that categorizes and classifies this transaction for VAT reporting and accounting. This value comes from the requisition schedule but can be overridden at the requisition distribution.

Transaction Amount

Displays the amount of the transaction in the transaction currency.

Transaction Amount Base

Displays the amount of the transaction in the base currency.

Basis Amount

Displays the amount on which the VAT is calculated in the transaction currency. If VAT is being calculated at net, this amount is net of any discounts.

Basis Amount Base

Displays the amount on which the VAT is calculated in the base currency. If VAT is being calculated at net, this amount is net of any discounts.

Tax Rate

Displays the applicable VAT percentage.

Recorded Amount

Displays the calculated VAT amount that is recorded for this transaction in the transaction currency.

Recorded Amount Base

Displays the calculated VAT amount that is recorded for this transaction in the base currency.

Recovery Amount

Displays the amount of VAT that is recoverable in transaction currency.

Recovery Amount Base

Displays the amount of VAT that is recoverable in base currency.

Rebate Amount

Displays the amount of VAT that is available as a rebate in transaction currency.

Rebate Amount Base

Displays the amount of VAT that is available as a rebate in base currency.

Recalculate

Click to recalculate the VAT for the line.

Maintain Requisitions - Requisition

REQ_FORM

Purchasing, Requisitions, Add/Update Requisitions, Maintain Requisitions - Requisition page

Create requisitions online.

Copy Requisition

REQ_COPY_PROMPT

Click the Copy From link on the Maintain Requisitions - Requisition page.

Select an existing requisition to copy to the current requisition. This option is available only in Add mode.

Requisition Template

RUN_PORQ011

Purchasing, Requisitions, Reports, Requisition Template

Produce the Requisition Template report.

Maintain Requisitions - Requisition

REQ_FORM

Purchasing, Requisitions, Add/Update Requisitions, Maintain Requisitions - Requisition

Preview requisitions online.

Requisition Print

RUN_POY100

Purchasing, Requisitions, Reports, Print Requisition, Requisition Print

Produce the Requisition Print SQR Report (PORQ010). You can print one or multiple requisitions. The report includes contract information when a contract was used by the requisition for pricing.

View Printable Version

Click to preview the requisition printout on the screen. This option does not print the requisition. Be aware that the requisition is saved prior to display.

Business Unit

Select a business unit. If you leave this field blank, requisitions from all business units are printed.

Requisition ID

Select a single requisition number. If you leave this field blank, all requisitions from the selected business unit with statuses that match the values that you specified in the Statuses to Include group box are printed.

From Date and Through Date

Select the date range for the requisitions you want to print. If you select a single requisition in the Requisition ID field, this information is ignored.