Use the fields and options to create, view, and modify inventory issue information.
Toolbar
| Field | Description |
|---|
 New
|
After you click this option, select one of the following:
- Select
New Issue to create a new inventory issue transaction.
- Select
Create Issue from Item Request to open the Item Request lookup, where you can select an item request to copy and use to make a new inventory issue transaction.
|
 Post Issue
|
Click this option to commit the inventory issue transaction. When you do,
Deltek assigns a transaction number to this inventory issue, recalculates the item's Quantity on Hand and Quantity Reserved, and creates and posts a
unit transaction file.
If you click this option and the item is connected to a
unit record with a status of
Dormant,
Deltek displays an explanatory message.
|
 Issue Lookup
|
Click this option and select from the following options:
-
Issues — Displays all posted inventory issue transactions. Select an issue transaction to populate the Date, Performed By, and Comment fields, and to enable the Reverse Lines option.
-
Reverse Lines — Displays the rows for the issue transaction that you selected.
|
 Print
|
After you click this option, select one of the following:
- Select
Print Current Issue to preview a report of the current transaction.
- Select
Print Active Group to preview report for the current group of transactions.
- Select
Select Issue to Print to display and select from a list of all of the inventory issue transactions that are posted and generate a report.
|
 Help
|
Click this option to open the
Deltek online help topic for Inventory Issues.
|
Fields
| Field | Description |
|---|
| Transaction Number
|
This field displays the next inventory transaction number.
|
| Date
|
Enter the transaction date or click
 and select the date.
If
Deltek is configured to require that transaction dates fall within the current fiscal year or current fiscal period, the date you enter must meet that requirement.
|
| Performed By
|
This field displays the
employee name of the
Deltek login user who started the Inventory application for this browser session. Click
to select a different user from the
Employee Lookup list.
|
| Comment
|
Enter comments or notes in this field. The Inventory Issues Report header displays whatever is entered in this field.
|
| Item Request Number
|
If this transaction was created in the
option, this field displays the value in the
Request Number field on the header of the item request from which this inventory issue transaction was created.
|
| Requested By
|
If this transaction was created in the
option, this field displays the value in the
Requested By field on the header of the item request from which this inventory issue transaction was created.
|
| Diary
|
This field displays only if you have set up a diary on the Diary AutoNumbering tab of
for the fiscal period or fiscal year in which you are entering transactions.
Use this field to select a diary code for the current transaction, or the group of transactions if you are processing a group of transactions, such as in an accounts payable payment processing run. The diaries are used to generate diary reports that contain a set of sequentially numbered transactions that have been posted to the general ledger during the fiscal year or to specific fiscal periods. You can assign different diaries (that have different diary types) to different types of transactions.
The
Diary drop-down list contains three columns. The first column displays the diary code. The second and third columns display the diary type for the diary code and the description of the diary type.
The drop-down list contains all the diaries that you set up on the Diary AutoNumbering tab that have the same fiscal period or fiscal year in which you are entering transactions, or that have no fiscal period or year entered for them.
If you use multiple companies, the
Diary drop-down list includes only the diary codes that are set up for the current company. The list also includes
IC - Intercompany Diary to capture intercompany transactions.
You cannot delete a transaction after it has been saved with a diary number. If a transaction is incorrect, you can enter zero amounts for the transaction or enter a reversing transaction.
|
Items Grid Toolbar
| Field | Description |
|---|
 Insert
|
Click this option to add a blank row to the grid.
|
 Copy
|
Click a row to copy, and then click this option to copy it.
|
 Delete
|
Click a row to delete, and then click this option to delete it.
|
Items Grid
Use this grid to identify and track the inventory items that are issued to fulfill an inventory item request transaction and the
project,
phase, or
task for which you make this request.
| Field | Description |
|---|
| Item
|
Click
to display a list of all inventory items. Select an inventory item from the list.
If you created this inventory issue transaction from an item request transaction, this field displays the item's item number, and is non-editable.
|
| Description
|
Enter or edit the item's description.
|
| Reserved Qty
|
If this transaction was created from an item request transaction, this field displays data from the item request.
For other inventory issue transactions, this field displays the open quantity of the item that remains, if this item was used before.
|
| Location
|
Select the location in your company where the item is issued from inventory.
This field displays the item's default location if:
- It is specified for the item in the
Default Location field on the Inventory tab of
, and
- The
Default in Location for Inv Transactions sub-option is selected on the Inventory tab of
.
This field displays if the
Allow Modify Locations option is selected on the Inventory tab of
.
|
| Issue Qty
|
Enter the quantity of the item to issue from inventory. This quantity must be equal to or less than the item's
Quantity on Hand.
|
| U/M
|
This field displays the item's
unit of measure.
|
|
Unit Cost
|
This field displays the item's average actual cost. If this inventory issue transaction reverses the entry in a line item, this field displays the item's original cost.
|
| Total
|
This field displays the total monetary amount for this item.
|
|
Project
|
If you created an inventory issue transaction from an item request, this field displays the
project for which this inventory item is requested to be reserved. Click
to select a
project.
The area below the grid displays the
project's name and number.
|
|
Phase
|
If you created this inventory issue transaction from an item request transaction, this field displays the item's
phase, if any.
Click
and select the
phase for which this inventory item is requested to be reserved.
The area below the grid displays the
phase's name and number.
|
|
Task
|
If this inventory issue transaction was created from an item request transaction, this field displays the item's
task, if any.
This is required if the selected
phase has
tasks. Click
and select the
task for which this inventory item is requested to be reserved.
The area below the grid displays the
task's name and number.
|
