Use Requests to enter items ordered for a job or customer. When a Request is changed to a Usage/Resale record, the Status changes to Shipped/Closed and the record is available to update to the General Ledger. The Request screen has several tabs of information available. Based on the Transaction Type, the tab focus and required fields vary. For a Transaction Type of Request, the tab focus is set to a Job. Here are a few things to keep in mind on the Inventory Requests screen.
Job tab:
Enter the Job number that requested the items. The Number field is required for a Transaction Type of Request.
Link - If you entered a Job Number, the Job information defaults from the Job Master File. The Link option is selected by default. When the Link option is selected, any changes made to the fields in the Job Master File reflect for the Purchase Order when you preview or print it. When you select this option, the fields are dimmed, meaning that the system locked them and you cannot modify these fields. If this option is not selected, the fields are available for modification. Changes apply only to the selected record and do not affect the Job Master File.
Reset button - If changes to the Job Information have been made in error and you want to restore the original information from the Job Master File, click the Reset button. This will re-read the Job Master File and display the information.
Vendor tab:
The Vendor Tab is dimmed and not available for entry on a Request.
Customer tab:
Enter the Customer Number who ordered or requested the supplies. When the Customer Number is entered, the Customer information defaults from the Customer Master File. The Link option is selected by default. When the Link option is selected, any changes made to the fields in the Customer Master File reflect for the Usage/Resale when you preview or print it. When you select this option, the fields are dimmed, meaning that the system locked them and you cannot modify these fields. If this option is not selected, the fields are available for modification. Changes apply only to the selected record and do not affect the Customer Master File. Click the Reset button if changes to the Customer information have been made in error and you want to restore the original information from the Customer Master file, This will re-read the Customer Master File and display the information from the Customer Master file in the given fields.
Other tab:
Enter any Notes regarding the Request. The system records System Notes in the System Notes field. These notes do not print on the Purchase Order.