Item Requests Form

Use the Item Requests form to order both inventory and non-inventory items. If you use the Item Requests form for this purpose, your company can block the Purchasing > Purchase Requisitions menu option and send users to Inventory > Item Requests.

You also use this form to send an item request for approval or to create a new purchase requisition that is based on an approved item request. You may want to do this if the inventory item is not in stock, or to request a non-inventory item.

Location

To display the form, complete the following steps:

1. From the Vision Navigation menu, select Inventory > Item Requests.
2. To enable the fields, click and select an item request on the lookup or click New on the toolbar.

Contents

Toolbar

Field	Description
Save	Click this option to save your changes. When you save, Vision gives the new item request the number displayed in the Next Number/Item Request Number field on the Inventory tab of Configuration > Purchasing & Inventory > Company Settings.
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.
Submit	Click this option to send the item request to an approver for approval. When you do so, the status changes to Submitted. Submitted item requests are non-editable if you are not approved to Edit Item Req on the Inventory tab in Configuration > Purchasing & Inventory > Company Settings.
Approve	Click this option to approve the item request and to reserve the item quantity for the specified project. You must have the appropriate approval rights on the Inventory tab in Configuration > Purchasing & Inventory > Company Settings.
Reject	Click this option to reject the item request and to decrease the Quantity Requested. This option is available if you are authorized to Approve Item Req on the Inventory tab of Configuration > Purchasing & Inventory > Company Settings.
Close	Click this option to close the 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: Click Print Current Request to generate a preview of the item request. You can select to print it. Click Print Active Group to generate a preview of the item request for each item in the group that is open now. Use the page navigation buttons to view each item request report. You can select to print the requests. Click Select Request to Print 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.
Help	Click this option to open the Vision online help.

Fields

Field	Description
Request Number	This field displays the item request's number. When you save, Vision gives the new item request the number displayed in the Next Number/Item Request Number field on the Inventory tab of Configuration > Purchasing & Inventory > Company Settings.
Date	This field displays today's date. You can enter a new date or click and select the date.
Requested By	This field displays the employee name of the Vision 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.
Closed	This check box is selected when the item request's status is Closed.
Authorized By	This field displays the employee name of the Vision login user who approved this item request.

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 Configuration Purchasing & Inventory Company Settings.
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 of Configuration Purchasing & Inventory Company Settings.
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 Project Info Center 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.
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.