Toolbar of Item Requests

Use the toolbar to create and modify item request records.

Contents

Field	Description
Save	Click this option to save your changes. When you save changes, Deltek gives the new item request the number displayed in the Next Number/Item Request Number field on the Inventory tab of Settigns > Purchasing & Inventory > Company. This option is not available in List View.
New	After you click this option, select one of the following: Select New Requests to create a new item request record. Select Copy Current Requests to create a copy of the current item request record. Select Select Requests to Copy to display a list of all item requests records and select one to copy.
Delete	Click this option to delete the current item request. This option is not available in List View.
Submit	Any user who has access to the Item Requests application can create and submit item requests. The Submit option is enabled after you save an item request. Click this option to submit the item request and start the approval process that is based on the approval workflow for item requests that you configure in Settings > Purchasing & Inventory > Company. If you are an approver for item requests, after an item request is submitted, the Approvals option displays on the toolbar of the Item Requests form so that approvers and/or the workflow approval administrator can approve, reject, or reassign the approval step. When you submit an item request, the status in the Status field on the General tab changes to Submitted.
Approvals	This option displays after an item request is submitted if you are an approver for the current step of the approval process. If you reassign the current approval step and select the Move Assignment option on the Change Assignment dialog box, the Approvals option is removed from the toolbar for the employee that you entered in the From field on the dialog box because that employee is no longer assigned to the approval step. If the employee that was removed from the assignment is the approval administrator for the approval workflow, then the Approvals option remains on the toolbar. Click this option, and then select one of the following items from the drop-down list: Approve: Select this option to approve the item request. On the Approve dialog box, enter a comment as needed, and click OK. The approval process continues to the next step based on the configured approval workflow for item requests. This option is not available if you made changes to the item request. This option is not available in the List View. Reject: This option is available only in List View. Select this option to reject the item request. On the Reject dialog box, enter a required comment and click OK. Based on the configured approval workflow for item requests, the item request could be sent back to the employee who submitted it, or it could be canceled. The Reject option is not available if you make changes to an item request. It is also not available when None is selected in the Reject Action field on the Workflow tab in Approval Workflows Configuration for an approval workflow step. While in List View, you can reject one or multiple item requests on the grid. The Reject dialog box also opens when you reject an approval request in List View. In this case, you are required to enter a comment, which is saved for all the selected item requests that you are rejecting. Review: This option applies if an approval workflow step has been configured to allow you to edit an item request during the approval process. If you edit an item request, the Review option replaces the Approve and Reject options. Select Review after you make edits. Based on the configured approval workflow for item requests, the item request is sent to the next approval step or is sent back to the first approval step to restart the approval process. This option is not available in the List View. Reassign: This option is available if the approval workflow for item requests allows approvers to reassign the approval step (the Allow Approvers to Reassign check box is selected on the General tab in Approval Workflows Configuration for the approval workflow). The option is also available if you are the approval administrator for the approval workflow. Select this option to open the Change Assignment dialog box and assign an additional employee to the current approval step for the item request or move the approval assignment from one approver to another employee. Do Required Action: This option is available only in the List View. Select this option to send one or more item requests to the next step based on the configured approval workflow for item requests. The Approve dialog box opens if one or more item requests requires your approval. Entering a comment on the Approval dialog box is optional. Any comment that you enter is applied to all the selected item request s that you are approving.
Close	Click this option to close an item request. If the item request's status was Approved, the Quantity Reserved decreases by the amount remaining.
Print	After you click this option, select one of the following: Print Current Request: Select this option to generate a preview of the item request. You can select to print it. Print Active Group: Select this option to generate a preview of the item request for each item in the group that is currently open. Use the page navigation buttons to view each item request report. You can select to print the requests. Select Request to Print: Select this option to open the Item Requests lookup. Select one or more item requests for which to generate a preview. You can select to print the requests. Print Summary Report: Select this option to generate the Item Request Status report.
Detail View /List View	Either the Detail View or the List View option, but not both are available on the toolbar. Detail View: This option is available while you are on the List View of the form. Click this option to change to the Detail View and display the information on tabs. This is the default view that displays when you open the form. The Detail View is the view that is described in help topics. List View: This option is available while you are on the Detail View of the form. Click this option to change from the Detail View to the List View and display the information as a grid on the form. The fields for each record are displayed in columns in a grid rather than on separate tabs. In the grid, you can display one or more records at a time. You can add, remove, or change the order of the columns in the grid by clicking the Select Fields option on the grid toolbar. On the grid toolbar, you also have the access to grid options on the grip drop-down: To print grid data, click Print. On the Print Preview form, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display.