Use the General tab to enter basic data about an item.
Contents
Field | Description |
Item
|
Enter an item number or click
and select an item from the Items lookup.
As an alternative, you can enter the item, if the
Automatic Add/Items option is selected on the General tab of
.
|
Status
|
This field displays the item request's current status.
|
Description
|
If you selected the item from the Items lookup, this field displays the description.
If you entered the item, enter the description in this field.
|
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
.
|
Quantity
|
Enter the item's quantity, using the unit of measure that is specified in the
U/M field.
|
U/M
|
Select the item's 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 displays the result of the calculation
Today's date + Need Days.
Need Days is specified on the Inventory tab of
|
Inventory Item
|
If this check box is selected, this item is an inventory item.
|
Project
|
Click
and select the project for which this inventory item is requested to be reserved.
If the item is not an inventory item, use this field to specify the item's cost distribution project.
If you are using the Multicompany feature, the Project Lookup list displays only those projects available to be charged by the active company.
|
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.
If the item is not an inventory item, specify the item's cost distribution phase.
|
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.
If the item is not an inventory item, specify the item's cost distribution task.
|