Inventory Tab of Project Review Form

Use the Inventory tab to review a project's prorated item request information.

If you use the Multicompany feature, this tab displays inventory data for the active company.

Contents

Field Description
Item Requests on File

Click the drop-down arrow on a grid header to complete any of the following actions:

  • 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.

Not all options are available on all grids.

Request Number This field displays the item request identifier. This column has a link to the Purchase Requisition application. Vision generates requisition numbers automatically.
Request Date This field displays the date on which the item request was created. These dates are sorted in descending order.
Requested By This field displays the name of the employee in your firm who requested the item.
Authorized By This field displays the name of the employee in your firm who authorized the item request.
Status This field displays the status of the requisition order, such as In Progress or Approved.
Closed Vision selects this option when the item request's status is Closed. Otherwise, it is not selected.