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Create a Request Category

Menu Path : Procurement [maintenance] Click on "Category"

To create a request category, go to module Procurement [Maintenance, Request Types]. Then click on "Category" button and you will get the following screen.

 

 

 

 

For the rental solution the following categories can be set up:

• Planning board

• Invoicing

• Stock

In case Pitcrew is used:

• Detailed Inspection

• Preparation

The following explains the fields:

Fields	Description	Example
General
ID	The unique ID number of the request category	This number is generated automatically, but it is possible to change it. It must be a unique number. This number will not be visible in the general requests screen
Description (!)	The description of the request category	This must be a short but clear description. The font of this description will be visible in "bold" style in the general requests screen
Order	This number determines the sort ordering of request category in the general requests screen	This must be a unique number. This number will not be visible in the general request screen

Click on "Save" to close when finished.

Role-function access required to do this : Procurement Create request types, and edit request types without responsible '5'

Create a Request Type

Menu Path : Procurement [maintenance] Click on "New"

To create a request type, go to Procurement [Maintenance, Requesttypes]. Then click on "New" to create a new request type.

For the rental solution the following request types can be set up:

[click on the request type to see an example of the set up]

Tip: the setup of requests can be copied to other (new) requests.

Category: Planning board

Notes:

• Fields which are helpfull are: item1, serial 1, planned and realized start date and time and end date and time (so eight fields)
• In this request setups Planning: item must be checkmarked, otherwise the item wil not be shown on te planboard
• In most cases it is convenient to setup the request that no one will have this request in his or her workflow for every status of the request.

• Rental
• Reservation
• Transports

Category: Invoice

Notes:

• 'Approve automatically if no approver defined' must NOT be selected.
• In most cases it is convenient to setup the request that no one will have this request in his or her workflow for every status of the request.
• In most cases it is convenient to setup the request to not show in any planning

 

• Rental invoice
• Credit invoice

Category: Stock

• Stock transactions

Category: Return Requests

• Return request 1
• Return request 2
• etc

Request types are linked to an ID. Within e-Synergy (and the rental solution) it does not matter which ID is used but it could be that certain request types are used for interfaces (example: DBS Reservations) and that the interface is linked to a specific ID. Make sure you check this within your organization before you assign ID's to request types.