Use this screen to request inventory from an inventory abbreviation and warehouse for another account. Use this function as needed to request inventory.
If you entered "Y" in the Auto-Assign field in the Transaction IDs subtask of the Warehouses screen and selected "Request," leave this field blank and the system will automatically assign the next request ID. If Auto-Assign is "Y" and you manually assign a request ID in this field, the system will not update the Last Inv Trans ID field in the Transaction IDs subtask of the Warehouses screen. If you entered "N" in the Auto-Assign field, you can manually enter a request ID containing up to 10 alphanumeric characters. The value in this field cannot begin with a space.
This field displays the system date as the default need date, but you can enter a new date.
Enter the ID of the planner responsible for planning this inventor project. If you populate this field, the Planner ID will default into the Planner ID field when adding new lines.
Enter, or use Lookup to select, the person who is performing this transaction. A valid employee ID is required.
This checkbox is selected if this request has been included in a previously printed pick list.
This field displays the status of the request. When you enter a request, this field defaults to "Pending" and cannot be edited.
Enter, or use Lookup to select, the ID of the warehouse from which the material will be taken.
Enter the default inventory abbreviation from which the material will be taken. You can override this at the line level. The inventory abbreviation name will display in the field to the right.
Select the type of request to be performed:
Select this radio button for planned consumptions of inventory.
Select this radio button if you are planning to move inventory from one inventory abbreviation to another.
Select the type of transfer to be performed. This group box will be disabled for issue requests.
Select this radio button if the transfer is a standard type.
Select this radio button if the transfer is a borrow/payback type.
Use this group box to select a warehouse and an inventory abbreviation, project/account/ organization combination, or an account/organization to charge to for this issue.
Enter, or use Lookup to select, the warehouse for which the material is being requested.
Enter, or use Lookup to select, the inventory abbreviation ID to be charged for this request. This inventory abbreviation must be an account type of "E" (Expense) or "G" (Government-furnished material). The inventory abbreviation name will display in the field to the right, and the project assigned to this inventory abbreviation will display in the Project field.
You can reserve material to an inventory abbreviation whose Active field is "O" (Outgoing only) in the Inventory Abbreviations subtask of the Inventory Projects screen only if the From Inventory Abbreviation references the same project, even if the inventory abbreviation is different.
If you did not enter an inventory abbreviation, enter, or use Lookup to select, the project to be charged for this request. The project must be active. This field is optional.
If you did not enter an inventory abbreviation, enter, or use Lookup to select, the account to be charged for this request. The account must be active. If you entered a project in the Project field, the account must be valid for that project. If you do not enter a project, the account must be a non-project account and should be an expense, non-inventory, or asset account.
Enter, or use Lookup to select, the organization to be charged for this request. The organization must be active and a valid account/organization combination.
Enter free-form text to be associated with this request.
This field displays the total amount of this request. The system calculates the total by multiplying the requested quantity by the unit cost or the sum of the extended cost for all of the lines. You cannot edit this calculated field. This field is not displayed if Cost Suppression is in effect (the Suppress Cost checkbox is selected in the table window of the Maintain Users screen in Costpoint System Administration).
The line number is automatically generated.
Enter, or use Lookup to select, the part ID for the material to be requested.
This field displays the last revision assigned to the part ID. However, you can enter, or use Lookup to select, another revision that exists for this part ID.
This field displays the description for the part.
This field displays the inventory unit of measure for the part.
The Inv Abbrev entered in the From group box in the header is displayed but can be changed. You can use Lookup to select a new inventory abbreviation.
This field displays the project ID for the From inventory abbreviation. It cannot be edited.
Enter the requested quantity for this material. You can also use Lookup to view the On-Hand quantity, On Order quantity, Reservation quantity, Inspection Quantity, and Owed quantity for the part's From inventory warehouse location and inventory abbreviation. This field must be greater than zero before you save the record.
Use Lookup to select a valid part number that you can substitute for your part number.
This field displays the part's On-Hand quantity for the specified From Whse and From Inv Abbrev. You can also use Lookup to view the current On Hand quantity for the From Inventory Warehouse Location and inventory abbreviation.
This field displays the net available quantity for that part/revision in the specified From Whse and From Inv Abbrev. Net Available Qty includes all location types except on-hold, and also considers quantities on order, on requisition, reserved, and owed.
This column displays the quantity currently available in inventory for the part.
Enter the date by which this request line is needed.
This field displays the unit cost for this part. If Cost Suppression is in effect (the Suppress Cost checkbox is selected in the table window of the Maintain Users screen in Costpoint System Administration), the unit cost does not display.
This field displays the total of the Requested Qty multiplied by the Unit Cost. If Cost Suppression is in effect (the Suppress Cost checkbox is selected in the table window of the Maintain Users screen in Costpoint System Administration), the extended cost does not display.
This field will display expediting notes entered in the Enter Reservations screen. This field cannot be edited.
Enter the planner ID responsible for this requested part. Upon entering a new line, this field will default with the value from the Planner field in the header. If the Planner field is not populated, the Planner ID will default (e.g., from the part, inventory project, or the commodity code that is assigned to the purchase order line or requisition line) based on the settings in the Planner Assignment group box in the Production Control Settings screen. For example, if a Planner is assigned to the part in the Planning Part Data screen (in Costpoint Product Definition), and the Part radio button is selected in the Production Control Settings screen, the part's planner ID will default, but can be changed.
This field displays the name assigned to the From inventory abbreviation.
Changes to this screen update the RES_HDR and RES_LN tables. This screen also relies on the settings in the MRP_SETTINGS_CORP and PC_SETTINGS tables. Information for inventory requests and reservations is also stored in and/or pulled from the following tables: COMM, EMPL, INVT, INVT_ABBRV_CD, INVT_PROJ, INVT_WHSE_LOC, ITEM, NET_GRP, PART, PART_PROJ, PLANNER, PROJ_EDIT, PROJ_SUBST_PART, S_APPRVL_CD, SUBST_PART, WHSE_LAST_TRANS.