Delivery |
The Delivery tab for requisitions enables you to display and define information about the delivery of requisition line items. (To assign attributes to specific line items on the requisition, use the Line Items tab).
Tip: To limit the display of information in the grid and maximize performance, use the filter. You can sort on requisition ID, requisition status, bid ID, vendor ID, and estimate ID.
Once an item is received, all fields in the row are locked and cannot be changed.
The field in the top section of this tab defines the data that displays.
Requisition ID
Identifier of the requisition currently selected in the grid or that you are defining. This field has a list box.
Data in the fields in the first screen group in the tab section display and define the delivery information for line items on the requisition. Unless otherwise indicated, these fields are optional.
Delete
To delete the entries in the fields to the right, place a check in this field and click Save.
Line number
Line number on the Line Items tab to which information in the fields to the right pertain. This field has a list box of the existing row numbers.
Item type
Type of item included in the delivery. When you highlight a row in the group, the attributes of the line item display in the screen groups at the bottom of the tab. In addition, fields relevant to the item type display in the blank space between the two groups. The line item number displays in an unmarked field at the top of the space. To select the previous or next item, click the left or right arrow buttons.
The space between the groups includes the following fields.
COMMERCIAL
The line item included in the delivery is for commercial work. The following fields appear in the space between the groups.
Total cost
Total cost of the commercial work on the requisition. Display only.
Task ID
Identifier of the task that describes the commercial work. This field has a list box of IDs that have a check in the Active field on the Basic Info tab of the Data -> Shop Activity -> Setup -> Tasks -> Primary Information screen, which indicates you can post charges to the task. This field is required.
Note: Cannot post indirect tasks against commercial line items.
Task IDs are defined on the Data -> Shop Activity -> Setup -> Tasks -> Primary Information screen.
Work order ID
Three-part field that identifies the work order ID. The first part identifies the shop to which the work order is assigned. The second part is the year the work order was opened. The third part is the work order number. The ID must have a job status of either OPEN or WORK FINISHED on the Basic Info tab of the Data -> Shop Activity -> Work Order Center screen. Required.
Note: When you process a delivery for a COMMERCIAL line item, the software automatically inserts a commercial work transaction on the work order.
Parts cost
Vendor’s flat rate for the cost of the line item if the line item is a part. Required if either the Misc Cost field or Labor cost field is blank.
Misc cost
Vendor’s flat rate for the cost of the line item if the line item is not a part or labor. Required if either the Parts Cost field or Labor cost field is blank.
Labor cost
Vendor’s charges for labor. Required if either the Misc Cost field or Parts field is blank. Must equal labor hours multiplied by labor rate.
Vendor invoice
The vendor invoice date in MM/DD/YYYY format. The date may not be later than the current system date, but it may be later than the date the work order was finished or closed. Applies to commercial entries. This field is optional.
Labor rate
Rate of the labor cost.
Labor hours
Number of hours of labor performed, to the nearest hundredth of an hour.
EQUIPMENT
The line item included in the delivery is for one or more equipment units. Required to use the Equipment Planning module to specify a project ID for the requisition.
The space between the groups includes the following fields.
Quantity
Number of equipment units included in the delivery.
Unit price
Price of each equipment unit included in the delivery.
Delivery location
Identifier of the location to which the equipment unit (or units) was delivered.
Project ID
Identifier of the equipment planning project that includes this delivery. This field has a list box. If the Equipment Planning module is installed, when you specify an ID in this field, an event type for the project is inserted on the Event/Approval Tracking tab of the Data -> Equipment Management -> Planning -> Projects screen and displayed in the following two fields from the template assigned to the project.
Project templates are defined on the Basic Info tab of the Data -> Equipment Management -> Planning -> Templates screen. Projects are assigned to templates on the Basic Info tab of the Data -> Equipment Management -> Planning -> Projects screen.
Equipment type
Type of equipment. This field has a list box.
Maintenance class
Class to which the equipment unit is assigned for maintenance. This field has a list box.
NON-STOCK
The line item included in the delivery is for a non-stock item.
The space between the groups includes the following fields.
Quantity
Quantity of the non-stock item included in the delivery.
Unit price
Price of each non-stock item included in the delivery. Must be greater than zero.
Delivery location
Identifier of the location at which the non-stock item (or items) was delivered.
FEE
The line item included in the delivery is for a fee. The Total cost of the fee displays in the space between the groups.
Item
Generic description of the item for identification purposes. (It can be a work order, equipment unit, part, or special fee ID, or any other identification item you choose to use.) Free-format area. Required if there is information in the Item type field.
Description
Description of the item included in the delivery. Free-format area.
Return
A check in this field indicates that this entry is to reverse a previous erroneous entry or to return a previously received item to a vendor.
Date received
Date the item was delivered.
Quantity not yet received
Balance of the quantity of the item ordered on the requisition that has not yet been received. This field is display only.
Account ID
Identifier of the account to charge for the line item. Display-only from the Line Items tab.
Comments
Remarks or notes about the line item included in the delivery. Free-format area.
Data in the fields in the second screen group in the tab section display and assign attributes to the delivery of line items. When you enter information in the Item type field, attribute information previously assigned to the line item displays in these fields. To assign attributes to the requisition as a whole, use the Attributes tab. Unless otherwise indicated, these fields are optional.
Attribute ID
Identifier of the attribute assigned to the line item selected in the first screen group. This field has a list box of IDs defined on the Data -> Procurement -> Attributes screen.
Name
Name associated with the attribute ID. Display only from the Data -> Procurement -> Attributes screen.
Text value
Text value for the attribute used with the numeric value. For example, this field may contain a term (such as discount percent) and the Numeric value field may contain the corresponding amount (such as 10.000).
Numeric value
Numeric value for the attribute used with the text value. For example, the Text value field may contain a term (such as discount percent) and this field may contain the corresponding amount (such as 10.000).
Comments
Remarks or notes about the attribute ID assigned to the line item. Free-format area.