Contents of the Manage Inventory Requests Screen

Use the fields and options to configure the Manage Inventory Requests screen.

Identification

Field	Description
Warehouse	Enter, or click to select, the ID of the warehouse from which the material will be taken.
Request ID	If you select the Request transaction in the Transaction IDs subtask of the Manage Warehouses screen and select the Auto-Assign check box, leave this field blank and Costpoint will automatically assign the next request ID. If Auto-Assign is selected and you manually assign a request ID in this field, Costpoint will not update the Last Inv Trans ID field in the Transaction IDs subtask of the Manage Warehouses screen. If you leave the Auto-Assign check box clear, you can manually enter a request ID. The value in this field cannot begin with a space.

From

Field	Description
Default Inv Abbrev	Enter, or click to select, the default inventory abbreviation from which the material will be taken. You can override this at the line level. The inventory abbreviation name displays in the field to the right.

To

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.

Field	Description
Project	If you did not enter an inventory abbreviation, enter, or click to select, the project to be charged for this request. The project must be active.
Proj Abbrev	This field displays the abbreviation ID for the project to be charged for this request.
Organization	Enter, or click to select, the organization to be charged for this request. The organization must be active and a valid account/organization combination.
Org Abbrev	Enter, or click to select, an organization abbreviation the inventory expense is charged to.
Account	If you did not enter an inventory abbreviation, enter, or click 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.
Inv Abbrev	Enter, or click 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 displays 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 Manage Inventory Projects screen only if the From Inventory Abbreviation references the same project, even if the inventory abbreviation is different.
Warehouse	Enter, or click to select, the warehouse for which the material is being requested.
Request Type	Select the type of request from the drop-down list. The available options are: Issue: Select this option for planned consumptions of inventory. Transfer: Select this option if you plan to move inventory from one inventory abbreviation to another.
Need Date	This field displays the system date as the default need date, but you can enter, or click to select, a new date.
Status	This field displays the status of the request. When you enter a request, this field defaults to Pending. The other options available for this drop-down list are: Approved Rejected
Requestor	Enter, or click to select, the person who is performing this transaction. A valid employee ID is required.
Transfer Type	Select the type of transfer to be performed. This field will be disabled for issue requests. Standard: Select this option if the transfer is a standard type. Borrow: Select this option if the transfer is a borrow/payback type.
Planner	Enter, or click to select, the ID of the planner responsible for planning this inventor project. If you populate this field, the Planner ID will load into the Planner field when adding new lines.
Pick List Printed	This field displays Y if this request has been included in a previously printed pick list. Otherwise, it will display N.
Notes	Enter free-form text to be associated with this request.
Total Requested Amt	This field displays the total amount of this request. Costpoint 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 modify this calculated field. This field is not displayed if Cost Suppression is in effect (that is, the Suppress Cost check box is selected on the Manage Users screen in Costpoint Administration).

Table Window

Field	Description
Line	The line number is automatically generated.
Part	Enter, or click to select, the part ID for the material to be requested.
Rev	This field displays the last revision assigned to the part ID. However, you can enter, or click to select, another revision that exists for this part ID.
Description	This field displays the description for the part.
Requested Qty	Enter the requested quantity for this material. You can also click 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.
U/M	This field displays the inventory unit of measure for the part.
From Inv Abbrev	The Default Inv Abbrev entered in the From group box in the header is displayed but can be modified. You can click to select a new inventory abbreviation.
From Inv Abbrev Name	This field displays the name assigned to the From Inv Abbrev.
Need Date	Enter, or click to select, the date by which this request line is needed.
Planner	Enter, or click to select, the planner ID responsible for this requested part. When you create a new line, this field will load the value from the Planner field in the header. If the Planner field is not populated, the Planner ID will default (for example, 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 on the Configure Production Control Settings screen. For example, if a Planner is assigned to the part on the Manage Parts screen (in Costpoint Product Definition), and the Part option is selected on the Configure Production Control Settings screen, the part's planner ID will default, but can be modified.
Project	This field displays the project ID for the From Inv Abbrev. It cannot be modified.
Current Available Qty	This column displays the quantity currently available in inventory for the part.
Net Available Qty	This field displays the net available quantity for that part/revision in the specified Warehouse and From Default Inv Abbrev. Net Available Qty includes all location types except on-hold, and also considers quantities on order, on requisition, reserved, and owed.
Unit Cost	This field displays the unit cost for this part. If Cost Suppression is in effect (that is, the Suppress Cost check box is selected on the Manage Users screen in Costpoint Administration), the unit cost does not display.
Extended Cost	This field displays the total of the Requested Qty multiplied by the Unit Cost. If Cost Suppression is in effect, the extended cost does not display.
Expediting Notes	This field displays expediting notes entered on the Manage Inventory Reservations screen. This field cannot be modified.

Subtasks

Subtask	Description
On Hand Locations	Click this link to open the On Hand Locations subtask for the selected part to view its location and on-hand quantity.
Proj Sub Parts	Click this link to open the Proj Sub Parts subtask.
Inventory Allocations	Click this link to open the Inventory Allocations subtask and view warehouse locations with positive on hand or in shipping quantities for a selected MO requirement line's part/inventory abbreviation/warehouse combination.