General Tab of Item Requests
Use the General tab to enter and edit the information that identifies an item request.
Contents
Items Grid Toolbar
Field | Description |
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Click this option to open the Item Requests Line Detail dialog box. |
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Click this option to add a row to the grid. |
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Click the row to copy, then click this option to copy it. |
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Click the row to delete, then click this option to delete it. |
Items Grid
Use the Items grid to identify and track the inventory items that you request to be reserved, the non-inventory items that you request to be purchased, and the project, phase, or task for which you make this request.
Field | Description |
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Item | Enter an item number or click
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Description | Enter or edit the description of the item. |
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 . |
Qty | Enter the item's quantity, using the unit of measure that is specified in the U/M field. |
U/M | Select the item's Purchasing 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 display the result of the calculation
Today's date + Need Days.
Need Days data is from the Inventory tab of . |
Project | Enter a
project number or click
![]() The Restrict Charge Companies option, on the Accounting tab of the project's Projects hub record, controls the content of the Project lookup list here. |
Phase | This field is active if the
project has
phases. Click
![]() Use this field to specify the item's cost distribution phase. If the item is an inventory item, specify the project for which to reserve inventory. |
Task | This field is active if the
phase has
tasks. Click
![]() Use this field to specify the item's cost distribution task. If the item is an inventory item, specify the task for which to reserve inventory. |
Inv | This check box is selected if the item is an inventory item. |