Default Item Screen Field Reference

All fields on the Default Item screen are optional. You can enter data in as many or as few fields as you want. This screen field reference describes the following:

General tab

Field

Description

Use Item for

Purchase Orders

Select the checkbox to indicate that the default item can be used for purchase orders.

Time and Material Invoices

Select the checkbox to indicate that the default item can be used for time & material invoices.

Subcontracts

Select the checkbox to indicate that the default item can be used for subcontracts.

Item Detail (unlabeled)

List Price

Enter the list price of the default item.

Last Cost

Enter the last cost of the default item.

Universal Product Code

Enter the Universal Product Code (UPC) or any identification code for the default item.

Item Category

This field is disabled. You can't set an item category value for the default item.

Unit of Measure

This field is disabled. You can't set an unit of measure value for the default item.

Manufacturer

Name

Enter the name of the manufacturer of the default item.

Part Number

Enter the manufacturer's part number for the default item.

Suggested List Price

Enter the manufacturer's list number for the default item.

Item Detail continued (unlabeled)

Memo

Enter any comments or notes about the default item.

Status

This field is disabled. You can't set a status value for the default item. New and imported items have Active status.

Reorder Point

Enter the inventory quantity at which the default item should be reordered.

Reorder Quantity

Enter the quantity to reorder.

Minimum Quantity

Enter the minimum quantity to have on hand.

Maximum Quantity

Enter the maximum quantity to have on hand.

Warehouse tab

Each row in the grid is a warehouse within ProContractor that uses the default item. Click to add a row to the grid. Click to delete the active row from the grid. See Grids for tips on using grids in ProContractor.

Field

Description

Company

Enter the code of the Company screen for the default item or click to select the company from a Lookup List.

Company Name

Displays the name of the company for the default item.

Warehouse

Enter the code of the Warehouse screen for the default item or click to select the warehouse from a Lookup List.

Warehouse Name

Displays the name of the warehouse for the default item.

Location

Enter the location for the default item within the warehouse.

Min. Qty.

Enter the minimum quantity of the default item to have on hand at the warehouse.

Max. Qty.

Enter the maximum quantity of the default item to have on hand at the warehouse.

Reorder Point

Enter the quantity at which the default item should be reordered for the warehouse.

Reorder Qty.

Enter the quantity of the default item to reorder for the warehouse.

Taxes tab

Use the Taxes tab to indicate the taxability of the default item.

Field

Description

Taxable

Click to indicate the taxability of the catalog item.

  • Yes - The default item is taxable under all tax authorities.

  • No - The default item is exempt under all tax authorities.

  • Select Tax Authorities - The default item is taxable under the tax authorities selected in the grid.

Below the Taxable field, the Taxes tab contains two grids, which are enabled if you select Select Tax Authorities:

  • Non-Taxable Authorities, which lists the tax authorities that will not be used for the default item.

  • Taxable Authorities, which lists the tax authorities that will be used for the default item.

By default, all active tax authorities are listed in the Non-Taxable Authorities column.

To move a tax authority to the Taxable Authorities grid, select that tax authority and click Add. To move all tax authorities to the Taxable Authorities grid, click Add All. To remove a tax authority from the Taxable Authorities grid, select that tax authority and click Remove. To remove all tax authorities from the Taxable Authorities grid, click Remove All.

Time & Material tab

Use the Time & Material tab to indicate how the default item will be used on a time & material invoice. This tab is disabled when the Time & Material Invoices checkbox is not selected. The fields on this tab are enabled and disabled based on the value of the Time and Material Line Type field on the General tab.

Field

Description

Time and Material Line Type

Click to select the line type when using the default item on a time & material invoice.

  • Time and Material Detail Line

  • Do Not Bill

  • Total

  • Heading or Message Line

  • Lot Price

  • Markup

Mark Up Percent

If the time and material line type is Markup, enter the markup percentage for the default item.

Taxable

If the time and material line type is Time and Material Detail Line or Lot Price, click to indicate whether/how the default item will be taxed on a time & material invoice.

  • Yes With Visual Print Indicator - The default item is taxable and a 'T' appears on the time & material invoice next to the default item to indicate its taxability.

  • Yes With No Visual Print Indicator - The default item is taxable, but there is no indication of taxability printed on the time & material invoice.

  • No - The default item is not taxable.

User-Defined Fields tab

Note: If any user-defined fields exist for this function, this tab appears.

You can create User-Defined Fields screen to customize this screen. If any user-defined fields exist for this function, they appear on this tab. Complete the user-defined fields as needed.