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This text refers to program version 8.5  

Row Menu - Project Budget - Item Status

This page describes the 'Item Status' function on the Row menu in the Project Budget record window. This function can't be used on iOS or Android.

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The 'Item Status' function displays the current status (for example, the quantity in stock, the quantity on unfulfilled Sales Orders, etc) of any of the Items in a Project Budget in a separate 'Item Status' window.

To open the 'Item Status' window, first click in any field in the Project Budget row containing the Item you are interested in. Then open the Row menu by right-clicking (Windows) or ctrl-clicking (macOS X) the row number and select the 'Item Status' function. The 'Item Status' window will be opened. For the example illustrated below, we clicked in the fifth row of a Project Budget (containing Item 10156) before selecting the 'Item Status' function:

The 'Item Status' window is unusual in that it always "floats" on top of other windows, even when those windows are active. Therefore, without closing the 'Item Status' window, you can click in another Project Budget row containing a different Item, and the figures in the 'Item Status' window will be updated accordingly. If you then select 'Paste Special' from the Item Number field in any row and highlight an Item in the 'Paste Item' window, the 'Item Status' window will again be updated to show figures for the highlighted Item.

If you have specified a Location in a Project Budget, the figures in the 'Item Status' window will refer to that Location. If you have not specified a Location, the figures will refer to all Locations. This will be the case even if you have specified a Main Location in the Stock Settings setting.

If you would like the 'Item Status' window to open automatically whenever you open a Project Budget (if it isn't open already), select the Show Item Status option in the Item Settings setting in the Sales Ledger.

Please refer here for full details about the 'Item Status' window. This includes details about how the figures are calculated, about using the Item Status Settings setting in the Sales Ledger to choose which figures will be shown in the 'Item Status' window and about displaying different figures in the 'Item Status' window to different users.

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The Project Budget register in Standard ERP:

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