Header

If this is the first transaction within a procurement folder, then on validate of a draft transaction, the system assigns a unique Procurement Folder ID on the procurement Header. Or if it is associated with another procurement transaction and that transaction was the first transaction within the Procurement Folder, then Procurement Folder, Procurement Type ID and Procurement Type fields are populated with inferred values on copy forward. When the Procurement Folder ID field is populated indicating that it is associated with a folder, the View Procurement Folder action is activated on the transaction Header allowing users to transition to the Procurement Management page to review other Procurement Folder information associated with this selected folder. Once the user has transitioned to the Procurement Management page a Back link is displayed allowing the user to transition back to the transaction Header where the transition began.

The following fields are required, and if left blank are automatically populated by CGI Advantage:

• Record Date

• Budget FY

• Fiscal Year

• Period

• Procurement Type ID

The following fields are conditionally required based on site specific setup on the Transaction Control (DCTRL) table:

• Transaction Name

• Transaction Description

The following fields are conditionally required based on site specific setup on the Procurement Transaction Control (PRDOC) table:

• PCard ID

• Issuer ID

• Requestor ID

• Requestor Name

• Phone Number

• Email

• Reporting 1

• Reporting 2

• Reporting 3

The following field is required when requesting items for inventory:

• Warehouse

The following fields are conditionally required based on site specific setup on the Procurement Transaction Control (PRDOC) table for a Cancelled Requisition:

• Cancellation Code

• Cancellation Reason

If the Enforce Transaction Department Validation field on the Transaction Control (DCTRL) page is selected, the values entered in the following field are validated against the Transaction Department to verify that the value entered is authorized for that specific Transaction Department:

• Pcard ID

• Accounting Profile

• Warehouse

• Issuer ID

• Requestor ID

• Shipping Location

• Billing Location

• Reporting 1

• Reporting 2

• Reporting 3

• Ship/Bill To Lines - This action defaults the values entered in the Default Shipping/Billing fields on the Header tab to all blank Shipping/Billing fields for all existing commodity lines on the Commodity tab.

• Load Accounting Profile - This action loads the selected Accounting Profile to the Accounting Distribution tab.

• View Procurement Folder - This action transitions you to the Procurement Management page, which allows you to review other Procurement Folder information associated with the selected Procurement Folder. The View Procurement Folder action is only active if the Procurement Folder ID field is populated.

• Reset Buyer - This action (if activated) allows the user to reassign the Buyer/Buyer Team per buyer assignment logic. Refer to the “Buyer Logic” topic for more information.

• Load Vendor List - This action allows you to optionally add Vendors to the RQS by selecting from pre-defined templates set up on the Vendor List Template (VENDLSTT) table. If a Vendor List Template is selected in the Vendor List Template Code field, then the Load Vendor List action must be selected. After the Load Vendor List action is selected, all vendors associated with the template are loaded to the Vendor tab of the RQS.

• Apply Tax Profile - This action is used to apply the Tax Profile entered in the Header of the RQS transaction to the Tax Profile fields on all the Commodity Lines. This action allows you to enter a single Tax Profile and have it propagate throughout the Commodity lines, which significantly reduces data entry. This is a hard inference and overwrites any existing values in the Commodity Line Tax Profile.