Item requirements (form)

Article
10/15/2014

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Project management and accounting > Common > Item tasks > Item requirements.

–or–

Click Project management and accounting > Common > Projects > All projects. On the Action Pane, on the Manage tab, in the New group, click Item task. Then click Item requirement.

–or–

Click Project management and accounting > Common > Projects > Project contracts. On the Action Pane, on the Maintain tab, in the Related information group, click Item tasks. Then click Item requirements.

Note

When no items are listed in this form, its title is Item requirements. When an item is selected in the form, the form title changes to Product name and reflects the name of the item.

Use this form to reserve an amount or number of items for a project in the item requirement, and then consume the items when it is needed.

An item requirement is a reservation of items for a project from the company's own inventory.

The system will create separate deliveries on separate packing slips. You can select multiple lines for inclusion on the same packing slip.

Tasks that use this form

Consume item requirements in a project

Create a purchase order for a project

Create item requirements for service orders

Navigating the form

The following tables provide descriptions for the controls in this form.

Filter

Filter	Description
Show	Select whether to view all item requirement transactions or only active transactions.

Tabs

Tab	Description
Lines	Create lines and view identification information.
General	View general information about the transaction.
Setup	View setup information and, if it is required, enter a ledger posting account.
Address	View or modify address information for the transaction.
Quantity	Enter the quantity of items to be delivered.
Other	View or enter bar code, foreign trade, and BOM/route information.
Project	View or enter project-specific information.
Financial dimensions	View information about financial dimensions, such as the default dimensions and where the dimensions are used in account structures and advanced rule structures.
Product dimensions	View information about product dimensions, such as the default dimensions for size and location.

Buttons

Button	Description
New	Create an item line requirement.
Delete	Delete the selected item line requirement.
Posting	Open a menu that contains the following items: Picking list – Post or print a picking list for the item requirement line. Picking list registration – Register the picking list. Packing slip – Post or print the packing slip for the item requirement line.
Setup	Open a menu with the following item: Print management – Open the Print management setup form to manage print settings.
Functions	Open a menu that contains the following items: Explode BOM – Explode the selected BOM item and select the lines to include in the item requirement. Create purchase order – Create a purchase order line to purchase the item requirement from a vendor. Create lines – Create multiple purchase order lines at the same time. Configure line – Configure a purchase order line in the item requirement.
Inquiries	Open a menu that contains the following items: Net requirements – View the results of the latest master schedule or forecast schedule for the current item requirement line. Explosion – View how the current item requirement line is exploded for the last explosion or master scheduling. Composed of - tree – View the elements of the BOM in a tree hierarchy. Production – Create or update any production that is attached to the current item requirement line. Sales order – Create a sales order for the current item requirement. Committed costs – View the committed cost record for the item requirement.
Calculation	Open a menu with the following item: Calculation – Define general BOM structure data. This information is used when the BOM is calculated.
Inventory	Open a menu that contains the following items: Transactions – View the item's inventory transactions. Transactions are represented as receipt or issue transactions. On-hand – View the on-hand inventory for the current item by inventory dimensions. Lot – Query receipts and issue transactions for the same lot number. Trace – Track inventory dimensions. Reservation – Reserve on-hand inventory. Marking – Mark lots for specific orders. Registration – Register inventory receipts. Pick – Pick inventory issues. Output orders – Create output orders. Dimensions display – Select the inventory dimensions to be displayed.
Simulate delivery dates	Determine available shipping and receiving dates and methods of delivery.
Transfer quotation lines	Copy a quotation line to the Item requirements form.

Fields

Field	Description
Project ID	Select the identification of the project that the item will be associated with.
Sales category	Select a sales category for the item in the procurement hierarchy.
Product name	The name of the item that is selected in the Item number column.
Item number	Select the item number.
Configuration	Select an item configuration for items that can be configured with specific attributes.
Size	The size of the item.
Color	The color of the item.
Site	Select the site of the warehouse where the item is stored.
Warehouse	Select the warehouse in which the items are stored.
Batch number	The batch number for the item.
Serial number	The serial number for the item.
Quantity	The number of items in the sales unit.
Line property	Select the line property that the item transaction is attached to. Line properties define cost and sales percentages and options for revenue accrual and capitalization costs.
Text	Enter any additional information about the item.
External	Enter the customer's item number for the inventory item.
Created date	The date on which the record was created.
Ship date	Select the date on which the item will be shipped.
Sales group	The sales group for the selected item line.
Line status	The status where the purchase line is in its life cycle.
Stopped	Select this check box to stop updates for the current order line.
Complete	Select this check box to indicate that the item line must be delivered in full. If this check box is selected, no partial deliveries are permitted.
Quality order status	The status of the quality order that is related to the item requirement.
Lot ID	The item lot identification number.
Reservation	Select or view whether items are reserved manually or automatically.
Deliver remainder	Enter the number of items that are not yet delivered.
Deliver now	The number of items that are being delivered now.
Invoice remainder	The number of items that have been delivered but have not yet been invoiced.
Overdelivery	The percentage of items that were delivered in excess of the number that were ordered. If the number of inventory units for delivery is more than the number that was ordered, you can set the parameter Accept overdelivery in the Updates area of the Accounts receivable parameters form.
Underdelivery	The percentage of items that were not delivered. If the number of inventory units for delivery is smaller than the number that was ordered, but you want to mark the order as fully delivered, you can set the parameter Accept underdelivery in the Updates area of the Accounts receivable parameters form.
Requested receipt date	The date on which the customer originally requested to receive the order.
Requested ship date	The date on which the selling company should ship the order so that it arrives by the customer's requested receipt date.
Confirmed receipt date	The date that the selling company confirms that the customer will receive the order.
Confirmed ship date	The date that the selling company confirms that the order will be shipped.
Mode of delivery	Select the type of delivery.
Delivery type	Select whether the order line is a direct delivery.
Delivery date control	Select this check box to automatically calculate possible ship and receipt dates.
Return lot ID	The item lot identification number for items that are being returned.
Return cost price	The amount of the returned items in a single unit pricing.
Scrap	Select this check box if the return items are considered scrap.
Main account	Enter a ledger account number. You can record a sale directly in the sales account, regardless of any association the item group has with specific sales accounts in the posting setup for the item group.
Item tagging	Select this check box if the items must be tagged.
Case tagging	Select this check box if the cases must be tagged.
Pallet tagging	Select this check box if the pallets must be tagged.
Delivery name	The name or the organization name of the delivery address.
Delivery address	View or select the delivery address.
Address	View the formatted information for the selected address. This is the address that will appear on a printed document. The original address record may contain information that is not included in this view, depending on the specific country/region format.
Item sales tax group	Select the sales tax code that is used to calculate sales tax for the item.
Sales tax group	Select the sales tax code that is used to calculate purchase and sales tax for the item.
Consumed	The quantity of items that have been invoiced.
Remaining consumption	The number of items that have been delivered but have not yet been invoiced.
Delivered	The number of items that have been delivered.
Deliver remainder	The number of items that have not yet been delivered.
Picked	The number of items that have been picked.
Reference type	The module type that the current sales line will cover.
Reference number	The identification number of the production order line that the current sales line will cover or has covered.
Reference lot	The identification number of the purchase order or production order that will cover or has covered the current order line.
Bar code	Select the item bar code.
Bar code setup	Select the item bar code type.
Transaction code	Select the current transaction code.
Transport	Select the method of transport for the current order for Intrastat reporting.
Port	Select the port where the current delivery is loaded for Intrastat reporting.
Statistics procedure	Select the code for the current statistical procedure for Intrastat reporting.
Triangular deal	Select this check box if this is a triangular transaction.
Country/region of origin	The country or region of origin for the item.
State of origin	The state of origin for the item.
Commodity	The commodity identifier code for the item.
Unit weight	The weight of a single unit of the item.
Sub-BOM	Enter the identification of a sub-BOM.
Subroute	Enter the identification of a subroute.
Product model number	Select the product model number.
Activity number	Select the identifier for the project activity that the item is associated with.
Category	Select the identifier for the item category that the item is associated with.
Sales category	The identifier for the sales category that the item is associated with.
Transaction ID	The identifier for the project transaction that the item is associated with.
Cost price	The cost for a single unit of the selected item.
Currency	Select the currency that the sales price is recorded in.
Unit	Select the unit type that the item is sold in.
Unit price	Enter the sales price per unit.
Net amount	The total sales amount for the selected item.
Service order	The identifier of the service order that the item is associated with.
Financial dimensions	The financial dimensions that were set up in the Financial dimensions form.
Where the %1 dimension is used	The account structures and advanced rule structures that use the financial dimensions that you selected in the Financial dimensions or Default financial dimensions field group. Note The name of the field depends on the selection in the Financial dimensions or Default financial dimensions field group.
Location	Select the location of the item in the warehouse.
Pallet ID	Select the pallet identification for the item.