Common Elements Used in Creating Requisitions

AM Unit (asset management unit)

Select a PeopleSoft Asset Management business unit to capitalize all items on this requisition in PeopleSoft Asset Management. This entry overrides values that otherwise appear by default from the item definitions.

Account

Change this value only to change the standard accounting structure.

Accounting

Click to access general ledger information and define accounting rules for items that you are adding to a requisition.

Amount

Displays the total item price in the transaction currency from the requisition.

Apply

Click to apply the changes that you've made, for example, changes to shipping or accounting information.

Asset Profile ID or Profile ID

Select an ID to capitalize all items on this requisition in PeopleSoft Asset Management. This entry overrides values that otherwise appear by default from the item definitions.

Capitalize

Select to indicate that the items on this requisition should be capitalized in PeopleSoft Asset Management. This check box is available only if a PeopleSoft Asset Management business unit is selected.

Catalog

Displays the name of the PeopleSoft catalog in which this item is located. Define item catalogs with PeopleSoft Tree Manager.

Category

Displays the item category from the Item Definition - General page.

Consolidate with other Reqs (consolidate with other requisitions)

Select to consolidate multiple requisitions for the same supplier into one purchase order.

Delete

Click to remove a selected item from a requisition.

Department

Displays any default value from the requester definition.

Due Date

The date that the shipment is scheduled to arrive at the destination (ship to location).

(Embedded Help)

Click the Embedded Help icon to open up a secondary window with information about this page or section. Embedded help can provide information about specific fields and point the user to additional help. See PeopleTools: Applications User's Guide for more information on creating and modifying embedded help.

GL Unit (general ledger unit)

Displays the PeopleSoft General Ledger business unit that is defined on the Purchasing Definition - Business Unit Definition page.

IN Unit

The Inventory business unit where the items should be put away when they are received.

Location Code

Displays the internal location for the delivery of this requisition, for example, office number, lab name, and so on. The value comes from the requester setup definition.

Manufacturer

Indicates the manufacturer of the item, which is assigned on the Manufacturer's Item page.

Manufacturer's Item ID

Displays the item ID that the manufacturer uses, which is assigned on the Manufacturer's Item page.

Mfg ID (manufacturer's ID)

Identifies the manufacturer of the item. This value is supplied from the Supplier's Manufacturer Info page.

Mfg Itm ID (manufacturer item ID)

Displays the identifier that the manufacturer uses for this item when the suggested supplier supplies the item. This value appears from the Supplier's Manufacturer Info page.

Modify Shipping Address

Click to access the Shipping Address page, where you can change the shipping address.

Percent

Enter a percentage of the quantity or the amount to distribute. The system updates either the Amount or Quantity field value, depending on the selection in the Distribute by field.

Price

Displays the supplier's unit price and currency for the item, which are assigned on the Supplier’s UOM & Pricing Info (supplier's UOM and pricing information) page.

Product

Identifies a product.

Project ID

You can enter any information that is relevant to the project.

Quantity

Enter the quantity of items that you want distributed on this distribution line. This field appears only if you select Qty as a distribution method in the Distribute by field. The system updates the value in the Percent field based on the entry.

Requester

The user ID of the person for whom the requisition is created.

Select All/Deselect All

Select to select all items or to deselect all selections in a list. The check box appears beneath the list to which it pertains.

Ship To

Displays the organization ship location that the supplier should use for delivery for this requisition. This field is populated from the requester definition.

Standard Price

Displays the standard price from the Purchasing Attributes page for the item.

Status

Displays the status of a requisition. Values are Open, Pending, Approved, and Complete.

Unit of Measure (UOM)

Displays the UOM from the Supplier's UOM & Pricing Info page for the item. The Units of Measure page (Items > Define Items and Attributes > Define Item UOM has a field labeled Default Req UOM. The UOM that appears to the requester is the one that is marked as the Requisition UOM. If this option is not selected, then the item supplier UOM or standard UOM appears.

See Using Item Quantity UOM.

See Maintaining System Users and Roles.

UPN ID (universal product number ID)

Enter the UPN ID that is assigned to a unique combination of item ID, manufacturer ID, and UOM. The UPN appears on the Item Description page when it is associated to an item manufacturer.

Supplier

Displays the suppliers that supply this item. This information appears by default from the Item Supplier page.

Supplier Item ID

Displays the ID that the supplier uses to identify this item on the Item Supplier page.

Supplier Loc (supplier location)

Displays the location of the supplier. The default is based on the value that is defined for the supplier.

Supplier Look Up (icon)

Click to access the Supplier Search page, where you can enter information to find a supplier.