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.
  1. From the menu, select Basics > Request.
  2. Click New.
    Materials, trims, and styles that can be added to the request are displayed on the left pane.
  3. 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.
  4. Select records and click Add.
    A message indicating that new request details are being populated is displayed.
  5. Specify main request information:
    Request ID
    Specify a request ID.

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

    See Creating ID rules.

    Status
    Select a request status.
    Responsible
    Select a user from the list.
    Request Type
    Select a request type. Request types are a generic lookup type, which you can define in Generic Lookup.
    Note: Optionally, you can setup a Business Rule to have a dependency on the field options between the Request Type and Subtype.
    Sub Type
    Select a request sub-type. Request sub-types are a generic lookup type, which you can define in Generic Lookup.
    Note: Optionally, you can setup a Business Rule to have a dependency on the field options between the Request Type and Subtype.
    Due Date
    Specify the due date for this request.
    Received Date
    Specify the date this request is received.
    Reason Code
    Select a reason code from the list.
    Supplier
    Select a supplier from the list. The Supplier field is also filtered out depending on the BOM Version selected and if the BOM Version is associated to a specific supplier.
    Agent
    Select an agent from the list.
    Reason
    Specify a reason.

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

    Supplier Contact
    Specify the contact information for the supplier.
    Agent Contact
    Specify the contact information for the agent.
    Internal Contact
    Specify the contact information for the internal user.
    Notes
    Optionally, provide notes for the request. The Notes field has a limit of 255 characters.
    Free Field 1
    Optionally, specify a value for this field.
    Critical Path
    Select the critical path for monitoring. This field is visible only if the Request Type field is set to Purchase Order.

    See Monitoring critical paths.

    The Request No field shows the request number generated by the system after you complete creating the request.
    The Request For field shows the module of the requested item.
    The Request By field shows the name of the user who created the request.
    The Iteration field shows the iteration number based on the amount of requests of the same type and subtype that exists for a Style, Material, or Trim.
    The Request Date field shows the date when the request was created.
After identifying the main information of your request, you must specify additional details based on the request type.