Mass creating request for trims

  1. On the Trim panel, right-click a trim record and click the Mass Create Request.
  2. To create requests for multiple records, drag and drop records from the Trim panel to the Item Basket in the Request - Mass Create pane.
  3. You have the option to specify the suppliers and size range for each trim in the Item Basket.

    To select suppliers for a trim, click the Supplier cell and select suppliers from the list. Available options depend on the suppliers that you have associated to the trim record.

    To select a size range, click the Size Range cell and select a size range from the list. Available options depend on the ranges that you have associated to the trim record.

  4. To specify request details, specify this information:
    Request ID
    Specify the Request ID.
    Request For
    This field is updated automatically with the type of the requested items.
    Type

    Select a request type.

    You can define types in Generic Lookup.

    Sub Type

    Select a request sub type.

    You can define request sub types in Generic Lookup.

    Due Date
    Select a due date.
    Ship to
    Specify the delivery address.
    Delivery Method

    Select a delivery method.

    You can define delivery methods in Generic Lookup.

  5. Select available reports and click >> to move them to the Selected Reports box.
    To remove selected reports, click <<.
  6. Optionally, set reports as favorites.

    Setting favorites enables you to save your custom settings and use them repeatedly.

    To save report settings, click Set as Favorite.

    Note: To clear all information on the Mass Create pane, click Clear.
  7. Click Execute.
  8. Select Run Now to execute the action immediately.
    You can also select Schedule for Later and specify a date.
  9. Click OK.
  10. To verify if the action is successful, select Action > Task Monitor on the main menu.
    See Monitoring Tasks in the PAH Online Help.