v7 FreeBalance Help

Navigation (From  click the New icon under )

1. Enter the new Request Item information.  Fields with an asterisk  are mandatory fields.

2. To enter the Request Item, click on the Lookup icon ,  click on Find icon  to retrieve the Request Item list, then select the appropriate Request Item.

3. Enter the Required Quantity, Adjusted Quantity and Unit Cost if required.

• Required Quantity: This value can be either entered manually or generated automatically by the system. If generated by the system, the value can not be modified.
• Adjusted Quantity: This value specifies a positive or negative quantity over the Required Quantity.  The Quantity can only be changed by those who are responsible for inventory.
• Unit Cost: By Default - the value is zero. Unit Cost can be an estimated cost. The system will later update the unit cost to a recorded value associated with the costing method used.

4. Choose the Supply Status and Unit of Measure from the Drop Down Menu if required.

• Supply Status: The available supply statuses are: 'Not assigned', 'Reserved', 'Item Supplied', 'Requested in a PR', 'Supplier Not Available', 'On Hold for PR'. By Default - 'Not assigned' will be displayed in the drop down menu.
• Unit of Measure: Assign a measurement unit to the goods/service being requested.

5. Enter the Requisition and choose the Language from the Drop Down Menu, if required.

• Requisition: This is the reference to a Purchase Requisition that was generated in order to supply this G/S Request Item
• Language:  Language as chosen

6. Enter the Description and Remarks if required.

• Description: The intended objective of the goods/services that are being required.
• Remarks: Additional information related to this G/S Request item.

 To ADD an Attachment:

7. Click on the Attachment tab,,Attachment New icon and enter the new Attachment (refer to Attachments for more information).

To ADD Applicable Tax:

8. Click on the Applicable Tax tab,,Applicable Tax New icon and enter the new Applicable Tax (refer to Applicable Tax for more information).  

To ADD a Custody Transaction Asset:

9. Click on the Custody Transaction Asset tab,,click on the Lookup icon ,  click on Find icon  to retrieve the Custody Transaction Asset list, then select the appropriate Custody Transaction Asset.    

10. Click on the Save and Return icon to save the Request Item information and return to the Goods/Services Requests screen, or click on the Discard icon  to discard the Request Item entry and return to the Goods/Services Requests screen.