Add New Line Item Page

Use this page to add line items to an existing request.

Menu Path: Warehouse Inventory > Entry & Processing > Warehouse Inventory > Warehouse Administration > click Requests > search for and select a request > click Add Item on the Action Bar

Adding line items to a request

Select Warehouse Inventory > Entry & Processing > Warehouse Inventory > Warehouse Administration to display the Warehouse Administration page.
Click Requests to display the Update Request page.
In the Search Criteria section, enter criteria identifying the records to list, and then click Find. To run an advanced search, use the Advanced button.
Select a request, and then click Add Item on the Action Bar to display the Add New Line Item page. You cannot add line items to prior year requests.
The Header section defaults information from the request, and a blank line for adding an item displays at the top of the Line Item section.
Complete the fields for the new item, from the Stock Number through Quantity.
Repeat Step 4 for each additional line item.
Click OK to save the request and return to the Update Request page.

Fields

The Header section displays fields identifying the request. Following are descriptions of the fields in the Line Item section.

Line Item Section

Fieid	Description
Item	System-generated number identifying the line item. Display only.
Stock Number	Stock number for the requested item. This number, which is verified against the Stock Number table, combines with the warehouse code to identify a stock item in your Inventory Catalog.
*Budget Unit*	Low-level Organization Chart code for the Expenditure Ledger account to charge for the current line item. Your entry becomes the default for the next line item. This field is verified against Fund Accounting’s Organization Chart. The field name is defined in the Fund Accounting Profile.
Account	Expenditure account code for the ledger account where the line item’s cost is charged. The default is the expense account from the item’s Inventory Catalog record. The organization/account combination entered must exist in Fund Accounting’s Expenditure Ledger.
*Project*	Low-level project code for the Project Ledger account where the line item’s cost is charged. This field only applies if you use project accounting.
Account	Expenditure account code for the Project Ledger account where the line item’s cost is charged. This field only applies if you use project accounting.
Quantity	A number of units requested. Decimal/12,4 The following settings affect how the system responds to your entry: Available and Safety Point fields in the Inventory Catalog. Permit Back Orders field in the item’s Stock Number record. Check Budget Balance field in Fund Accounting’s Organization Chart. Budget balance in Fund Accounting’s Expenditure Ledger. For additional details on how these controls affect your entries, refer to Checking Budget Balances and Creating Back Orders in Update Request Page.
Price	Unit price for the requested stock item, based on the Price field in the Inventory Catalog. This is either the average cost of the items in stock, last price charged on a purchase order, or a set price entered in the catalog. Depending on the Stock Number’s Auto Recalc Price checkbox: If the checkbox is selected, then the system maintains the Price by multiplying the average cost by the stock item’s markup factor. The Average Cost and Price fields are updated when you receive stock. The Price defaults whenever the item is requested. It cannot be changed if the Auto Recalc Price field is selected. If the checkbox is not selected, you can enter the unit price to charge for this item. While the system does not update the Price field when you record receipt of the item, you can use the Receive Stock page’s New Price item on the Action Bar to change the unit price in the Inventory Catalog. For records with a Price field value of 0.00, the system defaults the Last Cost from the Stock Number table when receipt of the catalog item is recorded.
Status	System generated code indicating the line item’s status. Following are the status designations that apply: O - Open A - Approved D - Denied The significance of the Status setting depends on the Warehouse Inventory Profile’s Approve Requests checkbox: If the checkbox is selected, then each new line item has a status of O - Open. Open items must be approved before they can be filled. If the checkbox is not selected, then each new line item has a status of A - Approved. Approved request items can be filled.
Receive Date	Date when stock was received for this line item. The field is updated when the line item is partially filled using the Exception Fill item on the Update Request page’s Action Bar.
Back Order	Quantity placed on back order for the line item. This field displays the difference between the quantity entered and the number of units that can be filled if the request exceeds a catalog item’s safety point. For more information, refer to the Creating Back Orders section in the Add New Request Page.
Total Amount	Total cost for the line item based on the unit price and the number of units requested, excluding items on back order. To calculate this value, the system multiplies the Quantity field by the Price after back orders are considered.
Description	Description of the stock item, taken from the Stock Number table.