General Tab of Item Requests Line Detail Dialog Box

Use the General tab to enter basic data about an item.

Contents

Field	Description
Item	Enter an item number or click and select an item from the Items lookup. As an alternative, you can enter the item, if the Automatic Add/Items option is selected on the General tab of Settings > Purchasing & Inventory > Company.
Status	This field displays the item request's current status.
Description	If you selected the item from the Items lookup, this field displays the description. If you entered the item, enter the description in this field.
Category	If you selected the item from the Items lookup, this field displays the item's category. If you entered the item, select a category from the drop-down list in this field. You can change the category if the Modify Default Item Category option is selected on the General tab of Settings > Purchasing & Inventory > Company.
Quantity	Enter the item's quantity, using the unit of measure that is specified in the U/M field.
U/M	Select the item's unit of measure from the drop-down list.
Unit Price	Enter or edit the item's price per unit of measure. This field displays the item's average actual cost, if the item is an inventory item.
Total	This field displays the result of the calculation Qty * Unit Price.
Need Date	This field displays the result of the calculation Today's date + Need Days. Need Days is specified on the Inventory tab of Settings > Purchasing & Inventory > Company.
Inventory Item	If this check box is selected, this item is an inventory item.
Project	Click and select the project for which this inventory item is requested to be reserved. If the item is not an inventory item, use this field to specify the item's cost distribution project. If you use multiple companies, the Project Lookup list displays only those projects available to be charged by the active company.
Phase	This field is active if the project has phases. Click and select the phase for which this inventory item is requested to be reserved. If the item is not an inventory item, specify the item's cost distribution phase.
Task	This field is active if the phase has tasks. Click and select the task for which this inventory item is requested to be reserved. If the item is not an inventory item, specify the item's cost distribution task.