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Project Tasks: Link the document or line items to project tasks if enabled; move the Project Task column as needed.
Complete the fields for item, quantity, price, VAT, project task, and transaction content on the Inventory and Services tab as needed. Additionally, there are two new fields: Fulfillment Method and Fulfillment Source.
Fulfillment Method: Select how the request will be fulfilled:
- Purchase: Buy the requested item.
- Production: Manufacture the requested item.
- Inventory Transfer: Transfer the item from another warehouse or base unit.
Fulfillment Source: Indicate the source for purchasing, producing, or transferring the item.