Line Item Tab - SCM Requisitions

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Use the Line Item tab to submit and reactivate the items to obtain.

Note: The Requisition Type determines which of the above line item types are available for selection.

For each item, you must indicate the quantity required. Price defaults using the item selected.

Buttons on this Tab

These buttons are available on this tab:

• Save Line - Click this button to add the selected line item to the line items table. The Requisition Total fields are updated with the value of the line item. The Save Line button clears the data entry fields for selection of these line item.
• Cancel Line - The status of the selected line updates to Cancelled. The line is disabled and you cannot edit them.
• Submit Line - Click this button to submit a requisition line by line. Select the line you want to submit and then select the Submit Line button. The selected line's status updates to Submitted.
• Reactivate Line - The Reactive Line button is available when a rejected requisition line is selected. Use it to reactivate a rejected requisition line. The status of the line updates Entered. To reactivate a rejected requisition, then you must reactivate each line before Greentree Desktop updates the status in the requisition header to Entered.
• Stock Item Status - This button is available for line type inventory only. Clicking the button opens the Inventory Item Status form, which lists the on-hand quantities for the selected inventory item. You can also view the location balances from the Inventory Item Status form.
• Clear Supplier - Click this button to clear the Supplier, Alpha, and Name fields so that you can select another Supplier for the selected line item.

Catalogue

Select the catalogue item from which to obtain requisition item. The search field gives access to the list of defined catalogues and lists the catalogue, catalogue description, catalogue, supplier part, and supplier code.

These fields default using the catalogue item selected:

• Description
• Supplier Part
• Line Type
• Price
• Tax Type
• Tax Code

Catalogue Description

Select the catalogue item from which to obtain the requisition item. The search field gives access to the list of defined catalogues and lists the catalogue description, catalogue, supplier part, and supplier code.

These fields default using the Catalogue Item Description selected:

• Catalogue
• Supplier Part
• Line Type
• Price
• Tax Type
• Tax Code

Supplier Part

Select the supplier item number from which to obtain requisition item. The search field gives access to the list of defined catalogues and lists the supplier parts, catalogue description, catalogue number, and supplier code.

These fields default using the supplier part selected:

• Catalogue
• Description
• Line Type
• Tax Type
• Tax Code
• Price

Line Type

Select the line type for the requisition item to enter:

• Asset - Lists assets as available on the Asset Maintenance form.
• Inventory - Lists inventory items as available on the Inventory Item Maintenance form.
• General Ledger - Lists general ledger accounts as available on the Account Maintenance form.
• Job Costing - Lists Jobs as available on the Job Maintenance form.
• Non-Stock Code - Lists non stock codes as available on the Non-Stock Purchase Code Maintenance form.

Note: The requisition type determines which line types are available.

If a catalogue item is selected, then this field defaults to the line type of the catalogue item. If None was selected as line type for the catalogue item, then line type on the requisition defaults to the default line type on the Requisitions tab on the Supply Chain Management Module Control form.

Tax Type

Select the tax type for the requisition item. The tax type determines if the line total is inclusive or exclusive of tax. If a supplier is selected on the Main tab, this field defaults to the tax type of the supplier.

If a catalogue item is selected, then this field defaults to the tax type of the catalogue item. If neither supplier nor catalogue item is selected, then tax type defaults to Exclusive.

Tax Code

This field defaults as:

• Tax code of the supplier selected. If no tax code on the supplier or supplier is not selected, then
• Tax code of the inventory item, non-stock item, job cost activity, or general ledger account selected. If no tax code on this selected item, then
• Company tax code

You can select another tax code for the item.

If a catalogue item is selected, then this field defaults to the tax code of the catalogue item.

Status

This field displays the status of the line item. This field is display only.

Non-Stock Code

Select the non-stock item that the requisition is for. You can select the non-stock item through the Code or Description fields. The remaining field uses the selected made. The general ledger account also uses the non-stock item selected.

Non-Stock Description

Select the non-stock item that the requisition is for. You can select the non-stock item through the Code or Description fields. The remaining field uses the selected made. The general ledger account also uses the non-stock item selected.

GL Account

The general ledger account uses the account linked to the non-stock item selected.

GL Description

The description of the general ledger account displays. The general ledger account defaults using the non-stock code selected.

Job Code

Select the job that the requisition is for from the search field. Once selected, the Activity Code Search field contains only the valid activities for the job. Valid activities are all the activities contained in the activity group selected for the job.

Job Description

The description of the job selected in the Job Code field displays.

Activity Code

Select the activity that the requisition is for from the search field. The Search field contains all the activities that belong to the activity group selected on the job on the Main tab on the Job Maintenance form.

Activity Description

The description of the activity selected in the Activity Code field displays.

Work Centre

This field defaults to the default work centre for the activity selected.

Work Centre Description

The description of the work centre selected in the Work Centre field displays.

If Advanced Job Cost Work Centre Plans are used, then the activity code and work centre selections must comply with the job's plan settings.

GL Account

The general ledger account uses the activity selected for the job. The general ledger account is linked to the activity on the JC Activity Code Maintenance form. You can drill down on this field to view detail of the account.

GL Account Description

The description of the general ledger account displays.

Stock Item

If Inventory is selected as the line type, these stock item fields are used:

• The Code field identifies the stock item selected from the search field. The description uses the stock item code selected
• The Description field displays the description of the stock item selected. You can select the description from the Search field. The Stock Item Code field automatically fills.
• Location defaults to the primary location for the stock item selected on the Main tab. If no primary location is selected on the Inventory Item Maintenance form, then Location is left blank. You can update the location.
• The unit of measure is taken from the one assigned on the Requisition Type Maintenance form for inventory items.

You can perform a search to find a stock item. Click in the Code field and then click the Advanced Search button on the menu bar.

Note: If you select the Limit Stock By Supplier option on the Cash Management Module Control > Requisitions tab, the Inventory Code and Description search fields give access to only the inventory items for the selected supplier. This option does not apply to catalogues.

Stock Item Description

The Description field displays the description of the stock item selected. You can select the description from the search field, and the Stock Item Code field is filled. You can perform a search to find the stock item you're after.

Click in the Description field and then click the Advanced Search button on the menu bar.

Location

Location defaults to the primary location for the stock item selected for the warehouse or stocking location on the Main tab. If no primary location is selected on the Inventory Item Maintenance form, then the Location is left blank. You can update the location.

Unit of Measure

The unit of measure defaults to the purchasing unit of measure entered for the inventory item on the Inventory Maintenance form. You can select a unit of measure from the search field. The list displays all the units of measure as maintained in Greentree.

Job

Select the job that the stock item is required for, from the search field. Inventory items can be linked to an activity code. If linked, you can select a job with the inventory item during requisition entry. The job description uses the job selected.

Job Description

This field uses the job selected. This field is display only.

IN Tran Type

The inventory transaction type defaults to the JC IN Tran Type set on the Requisitions tab of the SCM User Preferences form.

The inventory transaction type is used to default the inventory transaction if an inventory transfer to job is performed.

Activity Code

If you are using the Job Cost module, this displays and holds a list of activity codes that belong to the activity group of the selected job. The default value is the job activity code on the selected inventory item, unless it does not belong to the job's activity group. You can change it.

Work Centre

If you are using the Job Cost module, this displays and holds a list of work centres for the company. The default value is the default work centre of the activity code, but you can change it. The activity code and work centre on the requisition line are used when the requisition is processed.

When creating a requisition from a job estimate or job quote, the JC activity code and work centre from those are carried through to the requisition, instead of coming from the inventory item.

If Advanced Job Cost Work Centre Plans are used, then the Activity Code and Work Centre selections must comply with the job's plan settings.

Purchase Reference

Enter a purchase reference for the fixed asset. This is a mandatory field.

Fixed Asset Code

Select the Asset code for the fixed asset to requisition from the Search field.

Fixed Asset Description

The description of the fixed asset you selected in the Code field displays.

Analysis Group

The analysis group of the selected fixed asset displays.

SubCode

The sub code of the selected fixed asset displays.

Supplier Code, Alpha, Name

Select the supplier for the item. Select using any one of the three search fields: Code, Alpha, or Name. The remaining two fields default using the supplier selected.

If:

• A supplier is selected on the Main tab, this field defaults to that supplier.
• A supplier was not selected on the Main tab and the line item is Inventory, the supplier defaults to the preferred supplier for the stock item selected.
• Limit Stock By Supplier is selected on User Preferences or Supply Chain Management Module Control, then the Supplier Search field contains only the list of suppliers for the inventory item selected.
• You are licensed for Catalogues and have selected a catalogue, then the list of suppliers are limited to the suppliers of the selected catalogue.

Quantity

Enter the number of items required. The quantity applies to the selected item to be requisitioned.

Discount %

This field defaults to the discount percentage entered on the Main tab. You can change the Discount % on the line item. The discount amount uses the discount percentage entered.

Tax Percentage

Tax % uses the tax code selected. You can change the tax percentage if the tax code on the line allows for rate changes. Tax % is used to calculate the Tax amount: Price x Tax %.

Expected Date

Expected date defaults to Expected Date on the Main tab. Expected Date represents the date on which you can expect to receive the selected item on the requisition. You can change this field.

Price

This field defaults to the price entered for the item during maintenance. If the tax type is

• Inclusive, then tax is included in the price.
• Exclusive, then tax has not been included in the price.

If:

• Catalogues are used, then the Catalogue Price defaults.
• Quoted Price is selected, then Price is a display only field. If Quoted Price is not selected, you can update the price.

Quoted Price

This option defaults to the Hold Quoted Price by Default option on the Requisitions tab of the SCM Module Control form. If you select this option, users are unable to maintain the price for the item. If not selected, you can edit the Price field.

Discount

This field displays the discount amount. Discount amount is based on Price x Discount %. You can change the discount amount per line item, which in turns updates the discount percentage for that line.

Tax Amount

Tax Amount defaults to Price x Tax %. You can change the Tax Amount if the Tax code on the line allows for rate changes. Changing the amount updates the tax percentage for that line.

Line Total

Line Total = (Quantity x Price) - Discount for the selected Item. If tax type is:

• Inclusive, then tax is included in the line total
• Exclusive, then tax is excluded from the line total

Narration

Enter text about the selected item on the requisition.

• Advanced Job Cost Work Centre Plans
• JC Transaction Processing for WCP
• Requisition Type Maintenance

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