Use the Inventory tab to review a project's prorated item request information. You see this tab if you use Purchasing, have enabled Inventory, and have security access to Inventory.
Contents
Item Requests on File Grid
| Field | Description |
|---|
| Drop-down
|
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
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 drop-down 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 request.
|
| Authorized By
|
This field displays the name of the employee in your firm who authorized the item request.
|
| Status
|
Select the status of the requisition order, such as
In Progress or
Approved.
|
| Closed
|
This check box is selected when the item request's status is
Closed. Otherwise, it is cleared.
|
