Setup: Procurement: Maintenance: Request types
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to How to... Rental
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.
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
Category: Stock
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.