Creating requests

Before you start creating requests, you must first define request types and request subtypes.

Note: You can create a request from the style, material, and trim grids. To create a request, right-click a record and select Create Request.

From the menu, select Basics > Request.
Click New.
Materials, trims, and styles that can be added to the request are displayed on the left pane.
Specify item/s for the request. Optionally, use the Search field to find a specific item.
- To add a material record as a request item, click the Material Library icon.
- To add a trim record as a request item, click the Trim Library icon.
- To add a style record as a request item, click the Style Library icon.
Select records and click Add.
A message indicating that new request details are being populated is displayed.
Specify main request information:

ID

Specify a request ID.
Optionally, click the Generate ID icon to generate a request ID based on ID rules.

See Creating ID rules.

Number

This field displays the request number that is generated by the system after you complete creating the request.

Module

This field displays the module of the requested item.

Type

Select a request type. Request types are a generic lookup type and can be defined in Generic Lookup.

Sub-Type

Select a request sub-type. Request sub-types are a generic lookup type and can be defined in Generic Lookup.

Reason Code

Select a reason code from the list.

Reason

Specify a reason.
Use this field to provide a reason if the request is rejected.

Due Date

Specify the due date for this request.

Date Requested

Specify the date this request is made.

Received Date

Specify the date this request is received.

Status

Select a request status.

Iteration

Specify the iteration of this request.

Responsible

Select a user from the list.

After identifying the main information of your request, you must specify additional details based on the request type.