Change a Project Item

When you click Inventory and then Item in the Project Maintenance (PSM) program, you can enter, change, and copy items for a project. See Background and Road Map for more information.

The program displays these fields:

Field Name	Displays
Item number	The project item number
Description	The description of the item
Type	New: New item for this project PRJ: An item from another project or an ECO Std: Item exists in your database
PRJ/ECO number	The project number or the ECO number if the project was generated from an engineering change order
Price source	Pricing origin

Select a project item that you want to change and click Select.

Enter the correct data. See Enter an Item for a Project for field descriptions.

Note
If you copied the item from your database, you cannot change its fields.
Choose the appropriate options:

To	Do This
Accept the data	Click OK. The program prompts Item number. Enter another item or leave blank to exit.
Exit without adding this item	Click Cancel. The program prompts Item number. Enter another item or leave blank to exit.
Update the record	Click Apply.
Delete a saved record	Click Delete.
Display additional information	Click Other info.
Enter notes for this item	Click Notes. See Enter Project Item Notes.
Enter vendor pricing for this item	Click Vend Price. See Enter Vendor Pricing for a Project Item.
Generate a Uniform Product Code or Global Trade Item Number for this item	Click UPC gen. Click Cancel to cancel the action or click OK to assign this UPC code to this item.
Display a graphic of this item	Click View image. Click Close to remove the image from the display.

Choose the appropriate options when you click OK or Cancel:

To	Do This
Add another item	Click Add.
Delete the selected item	Click Delete. See Delete. Note If the component is on a bill of material, you must first delete it from the BOM.
Copy the selected item or an item from your database	Click Copy. See Copy a Project Item.
Display the selected item	Click Select.
Print the item listing	Click Print. See Print.
Exit project item maintenance	Click Exit.

Choose the appropriate options when you click Exit:

Do This

Change a field

Click Modify.

Delete this project

Click Delete. The program prompts Do you want to delete this record?. Click Delete to delete this entire project or click No to retain this project.

Exit without creating this project

Click Cancel.

Display additional fields

Click Other info.

Enter notes for this project

Click Notes. See Enter Notes.

Enter an item, its branch information, and costs

Click Inventory and then:

Click	To enter a/an
Item	Item record.
Branch	Branch record. See Enter Branch Information for a Project Item.
Item cost	Cost record. See Enter Costs for a Project Item.
Back	End this action.

Enter quantities, profit, commission, and discount percents

Click Proj qtys. See Enter a Project Quantity.

Enter a bill of material

Click BOM. See Enter a Project Bill of Material.

Enter a routing

Click Routing. See Enter a Routing.

Enter a new customer

Click Customer. See Enter a New Customer.

This button displays only if you entered a new customer in the Customer number field.

Enter miscellaneous costs

Click Misc costs. See Enter Miscellaneous Costs.

Calculate costs for project quantities

Click Roll up.

Display the project and unit costs for project quantities

Click Summary. See Display a Project Summary.

Print documents for this project

Click Print and then:

Click	To print a project
Customer	Estimate for this customer. See Print or Reprint a Customer Project Estimate.
In-house	Summary for your use. See Print Project Summaries.
Cost report	Material cost report for your use. See Print a Project Indented Cost Report.
Back	End this action.

Transfer this project to your database

Click Transfer. See Transfer a Project.

Close this project

Click Close proj. See Close a Project.

Display the sales quote generated by this project or the sales order line if the sales quote has been transferred

Click Order. See Enter a Sales Quotation or Display a Summarized Sales Order.

This button displays only for a transferred customer project.

Accept the data and exit

Click OK.

When you click OK or Cancel enter another project number or exit the program.