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    Creating REQ. in Costpoint

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    Subrata Das
    This document provides a step-by-step guide for creating purchase requisitions in Costpoint for long lead items. It outlines 6 main steps: 1) navigating to the purchase requisition form, 2) entering header information like the PO number and approver, 3) entering accounting defaults like the project, account, and organization numbers, 4) entering other information like the requested and ship-to dates, 5) entering any notes, and 6) entering the requisition lines including description, commodity code, quantity, and splitting lines if needed. The guide includes examples throughout.

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    Creating REQ. in Costpoint

    Uploaded by

    Subrata Das
    30 views6 pages
    This document provides a step-by-step guide for creating purchase requisitions in Costpoint for long lead items. It outlines 6 main steps: 1) navigating to the purchase requisition form, 2) entering header information like the PO number and approver, 3) entering accounting defaults like the project, account, and organization numbers, 4) entering other information like the requested and ship-to dates, 5) entering any notes, and 6) entering the requisition lines including description, commodity code, quantity, and splitting lines if needed. The guide includes examples throughout.

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    This document provides a step-by-step guide for creating purchase requisitions in Costpoint for long lead items. It outlines 6 main steps: 1) navigating to the purchase requisition form, 2) entering header information like the PO number and approver, 3) entering accounting defaults like the project, account, and organization numbers, 4) entering other information like the requested and ship-to dates, 5) entering any notes, and 6) entering the requisition lines including description, commodity code, quantity, and splitting lines if needed. The guide includes examples throughout.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    30 views6 pages

    Creating REQ. in Costpoint

    Uploaded by

    Subrata Das
    This document provides a step-by-step guide for creating purchase requisitions in Costpoint for long lead items. It outlines 6 main steps: 1) navigating to the purchase requisition form, 2) entering header information like the PO number and approver, 3) entering accounting defaults like the project, account, and organization numbers, 4) entering other information like the requested and ship-to dates, 5) entering any notes, and 6) entering the requisition lines including description, commodity code, quantity, and splitting lines if needed. The guide includes examples throughout.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    of 6

    Costpoint 7 Guide

    Creating Requisitions to Costpoint for Long Lead items

    Step 1 – Go to: Material  Procurement Planning  Purchase Requisitions  Manage Purchase Requisitions.

    Step 2 –
    1. Enter PO No. in “Requisition ID” Ex:
    2. Tab over to “Approval Process” – Click on the dropdown menu, and Enter the PM
    3. Enter Buyer: Ex: 4DLD - Derek (He usually only enters Large Tube PO’s)
    4CAM – Curt Miller
    4DD – Deanna Dietrich
    Step 3 – Go to “Accounting Defaults”
    1. Enter Project Number (Start by Typing in the project # Ex: T60576, Click on the “more values” to find your complete Project number

    Enter the complete project number under “Project”


    2. Enter: 5100-005 Under “Account” this will always be the same Account Number 5100-00
    3. Enter the correct “Organization” number: Click on the dropdown menu and find the correct Org Number
    Feedwater Heater - 55.340.10 Feedwater Heater (POC)
    Condenser - 55.340.20 Condenser (POC)
    IPX – One of the following:

    IPX – You can find the correct Org number by going to: Projects – Project Setup – Project Master – Manage Project User Flow
    Click on Query, then click on Form, you will see the correct org # under “Owning Org”

    Step 4 – Go to “Other Information”


    1. Enter todays date in “Requested Date”
    2. Enter Ship to Address by using the dropdown menu: Will us either TEI-Joplin (if shipped to Joplin) or TEI-PO Body (shipped to Jobsite)

    Step 5 – Go to “Enter Notes”


    *This is used for any types of notes Buyer/Vendor needs to know (otherwise it can be skipped)
    Ex: If you chose TEI-PO Body (enter the Jobsite Address) Another Ex: “Foreign Material Allowed, Domestic Preferred”

    Skip “Assign PO Defaults” and “Security Requirements”


    Step 6 – Enter Requisition Lines – Click on “New”

    Go to:
    1. “Misc Type” Enter “PP”
    2. Go to “Description” Enter a brief description (limited Characters) Ex: SE Heads
    3. Go to “Line Notes” Enter the complete description (No Character Limitations) Ex: Semi Elliptical Head per Drawing 20-1801-A43 R-0
    4. Enter Commodity Code: Click on the dropdown Menu, “Query”, “Description” click “contains” and enter a very brief description, & pick the best one, and
    click “Find”

    5. Enter Quanity

    If you need to split the Requisition Line by Units: Ex: B01, B11, B21
    Click on “Accounts”
    Click “New”
    Go to “Allocation” and change to correct % (Ex: B01 and B11 = 50%)
    Click on “Copy”

    Once you click on Copy, it will enter another row, manually go int and change the B01, to B11
    Continue until all your Units are entered.

    Click on “Hdr Text”


    Click “New”
    “Sequence” Enter one, and so forth
    Enter the following items under “Text Code”

    You are done. Highlight/Copy the Requisition Number


    Go to: Materials / Purchase Requisitions / Print Purchase Requisitions

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