View purchase requisition version- lines (form) [AX 2012]

Updated: May 12, 2011

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Procurement and sourcing > Common > Purchase requisitions > Purchase requisitions prepared by me. Open the purchase requisition for which you want to view purchase requisitions versions. On the Action Pane, on the Review tab, click Purchase requisition versions. In the Purchase requisition versions form, select a purchase requisition version, and then click View details. In the View purchase requisition version: %1, %2, %3' form, on the Purchase requisition lines FastTab, select the line that you want to view, and then click Details.

Use this form to view the line details for a selected line on the selected version of the purchase requisition. The fields in this form are display only.

The following tables provide descriptions for the controls in this form.

Tab

Description

Item

View details of the product, including the vendor and charges, that were added to the purchase requisition line.

General

View the requested date, accounting date, and the business justification for the purchase requisition line.

Details

View details about the purchase requisition, such as shipping information and references to other documents for the purchase requisition line.

Address

View delivery address information for the purchase requisition line.

For purchase requests for products in the procurement catalog, the delivery address is derived from the site and warehouse that have been configured for the product. For all other purchase requests, the delivery address is the requester’s office location, if one has been configured. If one has not been configured, the delivery address is the default delivery location for the buying legal entity.

Project

View project information for the purchase requisition line.

Questionnaire

View questionnaires that were completed for the purchase requisition line. Click the View answers button to see the answers that were provided for the questions.

Fixed assets

View details for line items that qualify as a fixed asset for the purchase requisition line.

Financial dimensions

View information about financial dimensions, such as the default dimensions and where the dimensions are used in account structures and advanced rule structures.

Inventory dimensions

View the inventory dimensions for the purchase requisition line.

Button

Description

View charges

Open the Charges transactions form to view the details of the various charges that were applied to the purchase requisition line.

View answers

View the answers that were entered for any questionnaire questions that were required for the purchase requisition line.

Field

Description

Type

The source of the selected product for the purchase requisition line. Values include the following:

  • Internal catalog item – A product in a procurement catalog that can be requested by using a purchase requisition.

  • External catalog item – A product that is selected from a vendor catalog that is accessed on the vendor’s Web site and then added to the purchase requisition to complete the order process.

  • Non catalog item – A product that is identified by description and by procurement category when you cannot find the item in a procurement catalog.

Internet address

The URL for the vendor's order site where products were ordered from a vendor catalog.

External item number

The item number that is assigned to the product by the vendor for the purchase requisition line.

Category

The procurement category that the product on the purchase requisition line is assigned to. For items that are not found in a catalog, this is the procurement category from which the item is being requested.

Code

The alpha numeric commodity code that is assigned to the product in the procurement category on the purchase requisition line. Commodity codes can be assigned to standard industry code systems.

Friendly name

The additional name for the procurement category on the purchase requisition line.

Price unit

The numeric unit that the item is sold in and to which the price applies. This value is used to calculate the net amount for the item.

Charges on purchases

Fixed miscellaneous charge amounts, if any, that were applied to the purchase requisition line.

Requested date

The requested delivery date for the items on the purchase requisition line.

Accounting date

The date that identifies the budget period in which budget validation will be performed and in which the accounting entries will be posted to the general ledger for the purchase requisition line.

Reason

The business justification code for the purchase requisition line. The business justification code explains why the purchase requisition is being created.

Accept partial delivery

The delivery terms for the purchase requisition line. A selected check box indicates that the line item can be delivered in multiple shipments.

Prepayment required

A selected check box indicates that the vendor requires prepayment for the line item.

RFQ

The identification of the request for quotation that was created from the purchase requisition line.

Consolidation opportunity

The reference to the consolidation opportunity. This field only shows a value if the purchase requisition line was added to a consolidation opportunity during demand consolidation.

Purchase order

The identification of the purchase order that was created from the purchase requisition line.

Invoice

The identification of the vendor invoice for the purchase order that was created from the purchase requisition line.

Item sales tax group

The item sales tax group code from the Item sales tax group form on the purchase requisition line.

Sales tax group

The sales tax group code from the Sales tax groups form on the purchase requisition line.

Delivery name

The name of the organization that is receiving the purchase requisition line item.

Delivery address

The delivery address for the purchase requisition line item on the selected version of the purchase requisition.

Address

View the formatted information for the selected address. This is the address that will appear on a printed document. The original address record may contain information that is not included in this view, depending on the specific country/region format.

Project ID

The identifier for the project to which the purchase requisition line is charged.

Activity number

The identifier for the project activity to which the purchase requisition line is charged.

Project category

The project category that is used by default for the purchase requisition line.

Line property

The attribute that identifies how a project transaction will be processed by the financial component of Microsoft Dynamics AX, such as whether the transaction will be chargeable or not chargeable to the project.

Net amount

The total line amount (that includes discounts), that is being charged to a project for the purchase requisition line.

Sales currency

The currency in which the project is invoiced for the purchase requisition line.

Sales price

The sales price per unit, calculated in the current sales currency for the purchase requisition line.

Questionnaire

The name of the questionnaire that must be completed for the purchase requisition line item.

Status

The current status of the questionnaire for the purchase requisition line item. Values include Not started and Completed.

Asset group

The fixed asset group to which the items on the purchase requisition line are assigned. A fixed asset group includes items that have common characteristics, such as depreciation method, location, and number sequence.

Additional asset information

Additional details about the purchase requisition line item. This information can be used to determine whether the product is a fixed asset.

Template ID

The template that is assigned to the purchase requisition line that defines the financial dimensions to use.

Financial dimensions

The financial dimensions that are assigned to the purchase requisition line.

Configuration

The physical characteristics of the purchase requisition line item.

Site

The site where the items will be received if the purchase requisition is approved and a purchase order is created for the purchase requisition line.

Warehouse

The warehouse where the items will be stored if the purchase requisition is approved and a purchase order is created for the purchase requisition line.


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