Editing an Item Request

The Undo to <...> link text changes based on the previous status of item request:

 

Previous Status	Undo Link Name	Example
Requested	Undo to Requested
Partially Issued	Undo to Partially Issued
Partially Reserved	Undo to Partially Reserved

 

Edit request

Edit request

Adding a Non-stock Item

You can add the details of a non-stock item in the Edit Request dialog box.

To add the non-stock item information

1.    In the Vendor Name list, select a vendor for the item.

2.    In the Invoice Number box, type the invoice number to receive the item.

3.    Click the Verify link to verify if the invoice number exists for the selected vendor.

4.    In the Invoice Date field, type the date of invoice in the MM/DD/YYYY HH:MM:SS AM/PM format, or select the date from the calendar.

5.    In the Ship to Location list, select a location to ship the item.

6.    In the Tax Code list, select a tax type.

The amount of tax charged on the part is based on the selected tax type.

Note: If a default payment type is set for the vendor from Vendor Settings in the Setup module, the Payment Type and its related fields pre-populate with details. But if the default purchase order or credit card set for the vendor is expired, the purchase order or the credit card details do not pre-populate. Also, if a default payment type is not set for the vendor, the Payment Type list displays Existing Purchase Order by default.

 

7.    In the Payment Type list, select a mode of payment to pay for the item.

8.    In the Invoice Total box, type the total amount of invoice.

9.    Based on the selected payment type, perform one of the following:

§      If the payment type is Existing Purchase Order, perform the following:

i.      In the Purchase Order Number list, select the vendor's existing purchase order.

Note: The Purchase Order Number list does not display the purchase orders with a future start date.

 

ii.     In the Budget Line Item Account Number list, select an account number for the purchase order.

§      If the payment type is New Purchase Order, perform the following:

i.      In the Purchase Order Number box, type a new purchase order number.

ii.     In the Budget Line Item Account Number list, select an account number for the purchase order.

Note: You can also perform the following: In the Description box, type a brief description about the purchase order. Select the Set Budget Line Item as Purchase order Default check box, if you want the selected account number to be the default account for the new purchase order. If the Support System Default Account Code in the Accounting Settings section of the Setup module  is set to Yes, the following options are set  by default: The Budget Line Item Account Number list pre-populates the System Default Account option. The Set Budget Line Item as Purchase Order Default check box is selected. The Effective End Date is set to 12/31/3000. However, you can make changes to the selected options, as required.

·         In the Funded Amount box, type the total amount funded for the purchase order.

·         In the Max Purchase Limit box, type the maximum amount that you can use for each transaction.

·         In the Effective End Date field, type an end date for the purchase order in the MM/DD/YYYY format or select a date from the calendar.

o     If the payment type is Credit Card, perform the following:

·         In the Card Type list, select the type of the card.

·         In the Last 4 digits box, type the last four digits of the credit card.

·         In the Cardholder's Name box, type the name of the cardholder.

·         Click Verify to validate the credit card details.

·         In the Budget Line Item Account Number list, select an account number for the credit card.

10.  In the Received Qty box, type the quantity of the item received.

11.  In the Unit Price  box, type the price of the item.

Note: The Extended  box displays the total price of the item.

12.  In the Shipping box, type the shipping cost of the item.

13.  In the Tax box, type the amount of tax to be charged on the item.

14.  In the Other Charge Type list, select the other charges to be applied on the item.

15.  In the Unit Price box, type the price of the other charge type.

Note: ·       The UM box displays the unit of measurement assigned to the item by default. ·       The Extended box displays the total cost of other charges applied on the item.

16.  In the Tax box, type the amount of tax to be charged on other charges.

17.  The Item Number box displays the item number. Optionally, type a different item number.

18.  The Storeroom list displays the item storeroom. Optionally, select a different item storeroom.

19.  In the Item Name box, type the item name.

20.  In the Item Type list, select the item type.

21.  In the Item Category list, select a category of the item.

22.  In the Warranty Length and Cycle fields, type and select the length and duration of the warranty, respectively.

You can add the date warranty and the meter warranty.

Note: Warranty cycle is based on the warranty length selected. For example, to set a warranty period of 1 year, type 1 in the Warranty Length box and select year in the Warranty Cycle list.

23.  When finished, click one of the following:

§      Add Non-stock Item & Continue to add the item record and move to the next step.

§      Cancel to disregard any changes and close the dialog box.