Exact Globe+

 

Overview of internal use requests

Menu paths

• HR ➔ Entries ➔ Internal use
• Inventory ➔ Entries ➔ Internal use

Introduction

You can create two types of internal use requests, namely standard internal use requests and group internal use requests. A group internal use request is created for requesting items or services to support daily internal processes in an organization. A standard internal use request contains a single item per request whereas a group internal use request contains multiple items per request. You can generate standard internal use requests in multiples but once saved, the requests will be divided into the individual standard internal use requests.

In this screen, you can obtain an overview of standard and group internal use requests. The process flow is as follows:

• Create a standard or group internal use request via Inventory ➔ Entries ➔ Internal use or HR ➔ Entries ➔ Internal use. For more information, see Creating and maintaining internal use requests, Creating multiple internal use requests, and Creating and maintaining group internal use requests.
• Authorize the internal use request via Inventory ➔ Entries ➔ Authorize or HR ➔ Entries ➔ Authorize internal use. It is only mandatory to authorize the request if you have selected the Internal use check box under the Authorize section in Inventory settings at System ➔ General ➔ Settings. For more information, see Inventory settings and Authorizing internal use requests.
• Fulfill the manually or automatically authorized internal use request via Inventory ➔ Entries ➔ Fulfillment, Order ➔ Entries ➔ Fulfillment, or HR ➔ Entries ➔ Fulfillment internal use. For more information, see Overview of internal use requests to be fulfilled or completed.

Fields

You can filter the requests that you want to display by defining one or more search criteria.

Search

Click this to start searching for the requests based on the defined criteria.

Clear

Click this to clear the defined criteria.

Previous

Click this to return to the previous list of results.

Next

Click this to display the next list of results.

Number of rows

Type the number of rows to be displayed for each page. If you have set the default number of rows to 10, then 10 rows will be displayed. Therefore, if you have more than 10 rows listed, you will see the Previous and Next buttons.

Selection section

A list of options will be displayed when you click  at Cost center, Item code, Resource, and Project code. From the list, make a selection and click Select. 

Internal use or Group internal use

Select Internal use to obtain an overview of standard internal use requests or Group internal use to obtain an overview of group internal use requests. 

Note: Depending on which option you have selected, different fields will be displayed. 

Cost center

Type or select a cost center to display requests linked to this cost center. Select the All check box to display requests linked to any cost center.

Note: This is available only when you select Internal use under the Selection section.

Item code

Type or select an item to display requests created for this item. Select the All check box to display requests linked to any item.

Note: This is available only when you select Internal use under the Selection section.

Resource

Type or select a resource to display requests created for this resource. Select the All check box to display requests linked to any resource.

Note: This is available only when you select Internal use under the Selection section.

Project code

Type or select a project to display requests linked to this project. Select the All check box to display requests linked to any project.

Note: This is available only when you select Internal use under the Selection section.

Date

Type or select a date or range of dates to display requests with this fulfillment date(s). Select the All check box to display requests with any fulfillment date.

Note: Typing or selecting only the start date will display requests with fulfillment dates on and after the selected date. Typing or selecting only the end date will display requests with fulfillment dates on and before the selected date.

Our ref.

Type a reference number to display standard internal use requests with this number.

Note: This is available only when you select Internal use under the Selection section.

Your ref.

Type a your reference number to display group internal use requests with this number.

Note: This is available only when you select Group internal use under the Selection section.

Status

Select one or more of the following check boxes to display requests with the corresponding statuses:

• Open — Select this option to display requests that have not been authorized yet.
• Rejected — Select this option to display requests that have been rejected.
• Authorized — Select this option to display requests that have already been authorized.
• Fulfilled — Select this option to display requests that are already fulfilled.

After defining the search criteria, click Search. The requests that match the defined search criteria are then displayed. 

Note: It is possible that not all columns are displayed. You can add or delete columns as required. For more information, see Inserting and deleting columns.

Buttons

Note:

• The Note, Attachment, Transactions, Item, Project, Resource, Delete, and Open buttons are only enabled if you select one of the requests.
• The Item, Project, Resource, and Multiple buttons are available only when you select Internal use under the Selection section.

Note

Click this to add a new note to the selected request or view an existing one. For more information, see Creating and maintaining notes.

Attachment

Click this to attach a new document to the selected request or view an existing one. For more information, see Viewing attached documents.

Transactions

Click this to view the financial entries linked to the selected request.

Item

Click this to view or maintain the item maintenance screen of the selected request. For more information, see Creating and maintaining items.

Project

Click this to view or maintain the project linked to the selected request. For more information see, Creating and maintaining projects.

Resource

Click this to view or maintain the resource card of the requestor of the selected request. For more information, see Creating and maintaining resources.

Multiple

Click this to create multiple standard internal use requests at one time. For more information, see Creating multiple internal use requests.

Delete

Click this to delete the selected request. Once clicked, a confirmation will be displayed. Click Yes to confirm deleting the selected request or No to cancel.

Open

Click this to view or maintain the selected request. For more information, see Creating and maintaining internal use rquests or Creating and maintaining group internal use requests.

New

Click this to create a standard or group internal use request. For more information, see Creating and maintaining internal use requests and Creating and maintaining group internal use requests.

Close

Click this to exit.

Related documents

• Authorizing internal use requests
• Creating and maintaining group internal use requests
• Creating and maintaining internal use requests
• Creating and maintaining items
• Creating and maintaining notes
• Creating and maintaining projects
• Creating and maintaining resources
• Creating multiple internal use requests
• Inserting and deleting columns
• Inventory settings
• Overview of internal use requests to be fulfilled or completed
• Viewing attached documents

     

Main Category:	Attachments & notes	Document Type:	Online help main
Category:		Security  level:	All - 0
Sub category:		Document ID:	12.567.095
Assortment:	Exact Globe+	Date:	26-09-2022
Release:	390	Attachment:
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