3.0 Purchase Requisition Line Items

Contents

• 3.1 Line Item Listing

• 3.2 Editing Purchase Requisition Line Items

• 3.2.1 Main Details

• 3.2.2 Delivery Instructions

• 3.2.3 Department Addition

• 3.2.4 Linked Documentation

• 3.2.5 Delivery Details

• 3.2.6 Costing Details

• 3.2.7 Pricing Details Listing

• 3.2.8 Item Issues

• 3.2.9 Issue Details

• 3.2.10 Issue Planning

• 3.2.11 Issue Attachment

• 3.2.12 Issue Comment

• 3.2.13 Issue Subtasks

• 3.2.14 Linked Issues

• 3.2.15 Issue Worklog

• 3.2.16 Issue Activity

3.1 Line Item Listing

Users can view the listing of the requisition line items.

3.2 Editing Purchase Requisition Line Items

3.2.1 Main Details

To edit a line item, select an item from the listing. Fill in the form under the “Main Details” tab of Item Details.

3.2.2 Delivery Instructions

Users can add delivery instructions along with a delivery message to a line item. Then click the “SAVE” button to save the changes.

3.2.3 Department Addition

Users can add a department to the line item by filling the form under the “Department” tab. Then click the “SAVE” button to save the changes.

3.2.4 Linked Documentation

Users can view Doc Links for the item, along with details as to where it was “copied from”.

Users can view Doc Links for the item, along with details as to where it was “copied to”.

3.2.5 Delivery Details

Users can view the details regarding the delivery of a line item under the “Delivery Details” tab.

3.2.6 Costing Details

Users can view details of an item cost under the “Costing Details” tab.

3.2.7 Pricing Details Listing

Users can view a list of pricing details for the selected “Line Item”. The listing can be updated based on the selected UOM.

3.2.8 Item Issues

Users can view the list of issues associated with a line item.

3.2.9 Issue Details

Users can edit the details of the issue link by filling the form under the “Details” tab.

3.2.10 Issue Planning

Users can fill in the form under the “Planning” tab to plan out the issue link.

3.2.11 Issue Attachment

Users can add an attachment to the issue link.

3.2.12 Issue Comment

Users can view the comments associated with an issue link. They can click on the “+” button to add a comment to the line item.

3.2.13 Issue Subtasks

Users can view the subtasks associated with an issue link. They can click on the “+” button to add new subtasks to a line item.

3.2.14 Linked Issues

Users can view the linked issues associated with a given line item. Users can add linked issues by clicking on the “+” button.

3.2.15 Issue Worklog

Users can view the work log associated with a given line item. Users can add to their logs by clicking on the “+” button.

Users can fill in the form to log work. They need to select an activity type, date, duration and description. The log will be saved when they go back to the previous page by clicking on the Log Time button with the back symbol.

3.2.16 Issue Activity

Users can view the activity associated with a line item. When all the required edits have been made, users can click the “SAVE” button on the top right corner to save all the changes.