Draft items module and the items module

Grid View

Use the Item Grid View in the same way that you use the normal Item Grid View, with the exception of the following differences:

• Access to Draft Items
  • You can only see those draft item records that they have created, as opposed to a common pool of draft item records.
• Views
  • The configuration of the Draft Item Grid View is separate from the normal Item Grid View, so changes made in one module do not affect the other.
• Public views
  • The Draft item Grid View 's list of public views is separate list from the normal Item Grid's list of Public Views (see Public Views).

Added functions

The following functions are included in the Draft Items Grid View : Main Control Panel

• Save (see Modifying and Saving Draft Items)
• Delete (see Deleting Draft Items)

Removed functions

The following functions are not available in the Draft Items Grid View:

• Main Control Panel
  • Approve
  • Defer
  • End Session
• Filter function
  • Filter From File
• Actions menu
  • Remove Duplicates
  • Locations
• View Options
  • Toggle Graphs On/Offs

Form View

The Draft Item Form View works in the same way as the normal Item Form view, however the two views are independent, so modifications to one do not affect the other.

• Removed fields

Unlike the normal item Form View, the Draft Item Form View does not contain the following fields:

• Notes
• Receipts
• Issues
• Attachments
• Added functions

The following functions are included for the Draft Items Form View:

• Main Control Panel
  • Save (see Modifying and Saving Draft Items)
  • Delete (see Deleting Draft Items)
• Removed functions

The following functions are not available in the Draft Items Form View:

• Main Control Panel
  • Approve
  • Defer
  • End Session

Redundant Form View widgets

Due to the nature of Draft Items the following Form View widgets may be unusable or redundant. While these widgets may still be selectable they will not function for Draft Items as they are supposed to.

Default Business Impact Cost Model Grid

There may be instances where new draft items are created with no location information. In such cases cells in the Business Impact Cost Model grid will have all values set to 0. This may be handled in one of two ways:

• The user may manually enter costing values and set these field values to be protected. By setting the values to “protected” they are not overwritten if a recalc operation is performed.
• The user can manually add a location for the item. This way when a recalc is performed the location information will be used to supply the costing values using the cost model, unless the existing values are protected, as per the first option.

Forecast Usage Tab

When viewing the Forecast Usage tab for a draft item Projected demand is disabled.

Due to the lack of historical usage figures this cannot be calculated.