TRAX MANUALS > Requisition > Requisition Transaction Codes > Requisition Type

Requisition Type

The System Transaction Codes are displayed with both the Code Names and Descriptions. The Code Descriptions directly illustrate their functionality and role in the system, as fields are populated and tasks are performed.

Available Functionality:

1. The Authorization Steps button allows the user to define the authorization process for each Requisition Type.

1. The Notification button allows the user to configure system notifications for each Requisition Type.

The following information/options are available in this window:
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Capital Expenditure field is mandatory checkbox

Select this checkbox to make the Capital Expenditure field mandatory via the Requisition Detail, Optional tab.

Note: Switch REQCAPEXFLAG must be set to Yes and switch REQCAPEX must be set to No for the this checkbox to function correctly.

Only Selected P/N Categories can be used for this Requisition Type checkbox

Select this checkbox to define the P/N Categories that can be used for Requisitions created with the specified Requisition Type. Once the checkbox is selected, the Select Multi button becomes activated.

Select Multi button - Click on this button to select one or multiple P/N Categories. If multiple P/N Categories are selected, the number of P/N Categories selected will appear next this button in red text.

P/N Category - If only one P/N Category is selected via the Select Multi button, it will be populated in this field.

Note: Switch REQCAPEXFLAG must be set to Yes and switch REQCAPEX must be set to No for the this checkbox to function correctly.

Authorization Steps button

Select the Authorization Steps button to access the Requisition Authorization Steps window where steps may be set up. For additional information, see below.

System Notification button

Select this button to set up a system generated notification regarding the specified transaction code. For information on how to set up system notifications, refer to System Notification in the Settings Training Manual.

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Authorization Steps button

Select the Authorization Steps button and the Requisition Authorization window appears.

The following information/options are available in this window:
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Authorization Step

A description of the Authorization Step; each Authorization Step can have its own unique description to describe the steps general purpose.

Requisition Authorization Step System Notification button

Select this button to set up system notifications for when a specific Requisition Type authorization step is opened, closed, or rejected.

Open Step - Notifies when an authorization step has been created.

Close Step - Notifies when an authorization step has been accepted.

Rejected Step - Notifies when an authorization step has been rejected.

For information on how to set up system notifications, refer to System Notification in the Settings Training Manual..

Department

The department which has authority for approval of this step. The Authorization Step can only be performed by an individual in the department specified here. See Settings/ Update/ Employee Master to verify that the employee is assigned to the appropriate department. Authorizing employees must have security access to the appropriate Authorization Explorer option. When this field is left blank, the Authorization Group field is available.

Note: Department is the only mandatory option for this feature.

Division

The division which has authority for approval of this step. The Authorization Step can only be performed by an individual in the division specified here.

Section

The section which has authority for approval of this step. The Authorization Step can only be performed by an individual in the section specified here.

Authorization Group

The Authorization Group which has authority for approval of the step. The Authorization Step can only be performed by an individual that is included in the Authorization Group specified here.

Limit To Users With Authorization Amount Checkbox

Select this checkbox to limit the authorizer to their authorized dollar amount for any order. This will limit the authorizer to the authorization amount set up for them in the Authorization Master, via Setting/ Update/ Authorization Master.

Authorization Update

When selected, the checkbox indicates that the current Authorization Step will be the last step in the authorization process. During the creation of the Authorization Steps, this checkbox should only be selected for the final step before the record is to be released from authorization.

Step Order

This number indicates the order of Steps if one or multiple Steps are created. This number is automatically created and can be overridden and changed to any number. It is recommended that the user enter Steps in a standard incremental pattern (i.e. Step 5, Step 10, Step 15, etc.) to allow for the insertion of Steps into the sequence at a later time if required.

Parent Step

The Parent Step Order field allows for the creation of a Parent/Child relationship between steps in the Authorization Process. This may be useful if two individuals from the same department need to authorize a particular step (i.e. a Manager and a Supervisor).

Step To On Rejection

Users may also define a reject process flow per authorization step. Users will have the opportunity to a return, back to ‘Start’ the beginning of the authorization process, to a particular step at rejection within the authorization process. Or Re-Release, send the revision back to the issuer of the Requisition revision, which is usually flagged against the final authorization step in the process.

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Notifications button

Select the Notification button and the following System Notification window appears.

For information on how to set up system notifications, refer to System Notification in the Settings Training Manual.