On this tab, you can create a list of items that are requested, fulfillment methods, and cost estimations.


The "Requisition (create)" form. The Inventory and Services tab

To add an inventory item, click the Add or Pick button (refer to Using the pick operation). In the Item column, select an item from the Items list or create a new item. For more details, refer to Items. Alternatively, you can import the list of items with all the details from an Excel document. For this, click the button on the table toolbar and follow the step-by-step instructions in the appeared window. The imported list can be edited in the Administration module.
You can use the Up and Down ( ) arrows to rearrange the items in the list.

The Characteristic column is available if the Enable Item Characteristics option is selected on the Administration > Settings > Purchasing and Warehouses form. In this column, you can specify additional properties of each requested item if the Use Characteristics option is selected for the item in its master record (see Items).

The column Content is populated with the item descriptions.

In the Quantity column, you can enter the requested item quantity, and in the Unit column, you can select an UOM for the item if the Multiple UOMs per Item option is selected on the Administration > Settings > Purchasing and Warehouses form.

In the Fulfillment Method column, select the method by which the request will be fulfilled from the following options:

  • Purchase: To purchase the requested item.
  • Production: To produce the requested item.
  • Inventory Transfer: To transfer the requested item from a remote warehouse or other base unit.

In the Fulfillment Source column, select a source for purchase, production, or transfer.

The Price column is filled in automatically from the appropriate supplier price lists (with conversion into accounting currency) if such price lists are available (see Supplier Price Lists). Otherwise, enter the prices (in the accounting currency) manually or leave the column blank.

The Prices Include VAT column shows whether the VAT amounts are included in the prices.

The VAT % column shows the tax rates for items.

The Amount Excl. VAT column includes the item amounts without the VAT amounts.

The VAT Amount column is populated automatically with the VAT amounts calculated for items.

The Total Amount column shows the items amount with the VAT amount included.

You can use the Project Task column to associate each item with specific project task, if the items are needed for some project tasks.

In the Transaction Contents column, you can view the default contents of the transaction, or type another description.

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