Details |
The Details tab displays the details, attributes, notes, and files associated with the requisition selected in the grid. The expandable tree structure in the bottom section of the tab includes data from the Basic Info, Line Items, Related Work Orders, Notes, Attributes, and Files tabs.
Tip: To limit the display of information in the grid and maximize performance, use the filter. You can sort on requisition ID, location, vendor, status, purchase type, approval, employee ID (requester, buyer), to/from dates, and equipment ID, among other values.
Note: Unless you specify a header status, filtering on equipment ID returns all items in all statuses that apply to that ID.
Location level security applies to this tab; go to location level control for more information.
The field in the top section of the Details tab is display only from the Basic Info tab.
Requisition ID
Identifier of the requisition either being defined or that is currently selected in the grid. The requisition description displays to the right of the ID.
The bottom section of this tab provides detailed information about the requisition in an expandable tree structure. The structure includes the following major information categories; if a category (such as Details) is populated, it displays in this section.
Request ID
Details (description; location ID; vendor ID; purchase type; approval ID; total cost; and dates/times)
Attributes (attribute ID; text value; numeric value; date value; comments; and file path)
Notes (one line per note, listed in chronological order, from newest to oldest)
Files (file path name)
Note: If you position your cursor on the file path name, the file description displays in a pop-up window.
Line Items (the number of line items is listed in parentheses at the top level; information for each line item may include product category and part description; line item ID [also known as other ID]; description; location; quantity, unit of measure and unit; discount percentage and sales tax rate; net unit price; total cost; approval ID; source information; external information; related work orders; attributes; notes; and files)
Note: If the line approval ID is APPROVED, you can position your cursor on the approval ID to view the name of the employee who approved the item as well as the date and time.
Related work orders (work order ID; quantity; task; work accomplished code; equipment/department/account IDs; labor hours; costs)
Note: If an entry has a plus sign next to it, it has subentries. Click the plus sign to expand the entry and view the additional details.