Use this tab to provide general information about the document.
The following fields are required: Entity, Department, Warehouse, and Required Date.
The "Workwear and Tools Requests (create)" form. The Main tab
<Auto> in the Number field indicates that a number for this document is assigned automatically when you save the document. The From field is populated automatically with the current business date. You can select another date, if necessary.
Make sure the Entity field is populated with the correct entity. The Entity field is available if the Multi-Company Accounting option is selected on: Administration > Settings> General Settings. You can select your personal default entity to appear in documents; for this, refer to Personal Settings. If you have not selected your default entity, the entity, which was defined first in the database, will be used as the system default value.
In the Department field, select the department requesting the workwear and tools.
Use the Required Date field to select the date on which the department requires the workwear and tools.
In the Warehouse field, specify the warehouse where the requested items are or will be stocked. The Warehouse field is available and required if the Multiple Warehouses option is selected on the Administration > Settings > Purchasing and Warehouses form.
The Bin Location field is available if the Enable Bin Locations option is selected on the Administration > Settings > Purchasing and Warehouses form and if the Use Bin Locations option is selected for this particular warehouse. Select the bin location in the warehouse structure which stores the items.
Use the Project field to select the associated project. The Project field is available if the Project Costing functionality is turned on on the Administration > Settings > Project Costing form. If the items are requested for multiple projects, click the Settings button to move the field as a column to the Workwear and Tools tab.
If the Enable Project Tasks option is selected on the Administration > Settings > Project Costing form, you can link the entire document with a specific project task or link the line items with multiple project tasks. By default, the Project Task column is available on the Workwear and Tools tab. If needed, you can move it to the document header (the Main tab). For this, use the Settings button on the toolbar.
The Comment text box can be used to specify any additional information about this document.
The toolbar buttons
For descriptions of all buttons, see Document Toolbar.
After filling out the tab, click the Save button to save your work. After filling out all the tabs, click Post to post the document without closing it or Post and close to post and close the document.
To generate a document based on this request, click the Generate button and select of the following options:
- Requisition: If you need to create a request for purchasing the required items or transferring them from another warehouse.
- Workwear and Tools Issue: If you need to issue the required items because they are currently available in the specified warehouse.
Use the Settings button to invoke the Document Settings dialog box if you need to move the Project or Project Task fields from the document header (the Main tab) as columns to the table on the Workwear and Tools tab or back.
The Document Settings dialog box
Once you are done with the option selections, click OK to save the settings and close the dialog box or Cancel to close the dialog box without any changes to the settings.