General Tab of Item Requests

Use the General tab to enter and edit the information that identifies an item request.

Contents

Field	Description
Request Number	This field displays the item request's number. When you save, Deltek gives the new item request the number displayed in the Next Number/Item Request Number field on the Inventory tab of Settings > Purchasing & Inventory > Company.
Date	This field displays today's date. You specify a new date.
Requested By	This field displays the employee name of the Deltek login user who made this item request. Click to select a different employee from the lookup list.
Status	This field displays the item request's current status. The possible statuses are: Status Description In Progress The status is In Progress after you save an item request and before you submit it. When an item request is in progress, the next step is to submit it. While the status is In Progress, you can delete, submit, or print the item request. Submitted The status is Submitted: After you click Submit on the Item Requests form. While each of the steps in the approval process is waiting to be approved. After each step is approved except the last step. Submitting an item request starts the approval process. When the status is Submitted, you can perform any of the approval actions on the toolbar or print the item request. Approved The status changes to Approved when all the steps of the approval process have been approved for an item request. You click Approvals > Approve on the Item Requests toolbar to approve each step. When an item request has an Approved status, it: Can be printed and closed. Cannot be edited or deleted. Rejected The status changes to Rejected when you click Approvals > Reject on the Item Requests form for any step in the approval process. Based on the configured approval workflow for the Item Requests application, a rejected item request could be automatically: Canceled. The status remains Rejected and the State changes to Cancelled. Sent back to the employee who submitted it. The status is changed to In Progress.
Closed	This check box is selected when the item request's status is Closed.
State	This field displays the current state of the approval process for an item request, based on the configured approval workflow for item requests in Approval Workflows Configuration. The possible states are: Start In Approval In Review Completed
Step	This field displays the current step (1, 2, 3, and so on) of the approval process for an item request, based on the steps that are set up for the approval workflow for item requests in Approval Workflows Configuration. Step 0 is logged with a new item request is created but not yet submitted.

Items Grid Toolbar

Field	Description
View Detail	Click this option to open the Item Requests Line Detail dialog box.
Insert	Click this option to add a row to the grid.
Copy	Click the row to copy, then click this option to copy it.
Delete	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
Item	Enter an item number or click and select an item from the Items Lookup list.
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 Settings > Purchasing & Inventory > Company.
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 ofSettings > Purchasing & Inventory > Company.
Project	Enter a project number or click and select the project for which this inventory item is requested to be reserved. Use this field to specify the item's cost distribution project. If the item is an inventory item, specify the project for which to reserve inventory. 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 and select the phase for which this inventory item is requested to be reserved. 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 and select the task for which this inventory item is requested to be reserved. 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.