In each request type, you can define up to two Item fields, known as Item 1 and Item 2. You can configure each Item field for a request type in this page. An Item is an entry in the system that defines a physical item such as the sales item and stock item; or a conceptual item such as the policy item and hour item. For more information on Item, see Creating and Modifying Items.
The following describes only the settings specific for the Item field. For more information on the menu path, roles and rights, buttons, and other settings available in most request fields, see Customizing Request Type Fields (Main Document).
Select an item to set it as the preselected item when the request is being created.
Note: The default item should be an item that meets the criteria in the Dependency section.
Select this checkbox to make the Item 1 or Item 2 fields dependent on the Account field of the request type. In a request of this type, the user can select only an item linked to the account selected in the Account field. For more information on the Account field, see Customizing Request Type Fields - Account.
Note: The Account field should be included in the request type definition for this dependency to be effective.
Select this checkbox to make the Item 1 or Item 2 fields dependent on the Project field of the request type. In a request of this type, the user can select only an item linked to the project selected in the Project field. For more information on the Project field, see Customizing Request Type Fields - Project.
Note: The Project field should be included in the request type definition for this dependency to be effective.
Select this checkbox to make the Item 2 field dependent on the Item 1 field of the request type. In a request of this type, the user can select only an item that is a child item of the item selected in the Item 1 field. This option is only available for the Item 2 request field.
Note: The Item 1 field should be included in the request type definition for this dependency to be effective.
Select this checkbox to make the Item 1 field dependent on the Item 2 field of the request type. In a request of this type, the user can select only an item that is a child item of the item selected in the Item 2 field. This option is only available for the Item 1 request field.
Note: The Item 2 field should be included in the request type definition for this dependency to be effective.
Select this checkbox and a relationship to make the Item 1 or Item 2 fields dependent on the Person field of the request type based on the selected relationship:
In a request of this type, the user can select an item only if the item meets the selected relationship to the person linked in the request. For more information on the Person field, see Customizing Request Type Fields - Person.
Note: The Person field should be included in the request type definition for this dependency to be effective.
This section configures the item selection page displayed when a user is selecting an item for this field to link to the request.
Note: Other than items that are Blocked or Discontinued, items are considered in the status of:
For more information on Item, see Creating and Modifying Items.
Select the item status to list only items of this status in the item selection page.
Select the item status to list only items of this status in the item selection page after the request has been approved.
Select the type of contract involvement to list only items used in this type of contract involving the account in the request in the item selection page:
Note: In order to use this filter, you must also define an Account field in the request type. For more information on the Account field, see Customizing Request Type Fields - Account.
Type a partial SQL statement, which is used as part of an SQL 'where' clause by the system, to list only items matching this statement.
For example, you want to list only items in the "Computers" assortment where the assortment code is "001". In this case, type items.assortment=001. The following is a truncated sample SQL selection statement to illustrate where the partial SQL statement you typed into this box is inserted in the 'where' clause:
SELECT ... FROM ... WHERE ... AND (items.assortment=001) ORDER BY ...
Click Show to preview the selection page and the effect of your SQL statement on the selection list.
Note: The preview list displayed when you click Show takes into account only your partial SQL statement regardless of other settings in the Selection section. The selection page may present a different list in an actual request during run-time as other settings, which may include settings in other request fields, are taken into account.
This section is available only for the Item 1 field as the Item 2 field is not used by the system to control the request workflow.
The same item entry can be configured for multiple countries with different properties such as the price, item owner, and item manager.
If the request requires approval by an item manager, where Manager: Item is selected in the Person setting under the Approve section in the Flow tab of the request type definition (see Creating and Modifying Request Types - Flow Tab), the system must determine the country of the item in order to assign the proper country item manager for request approvals.
Select an option to determine the country of the item based on:
Leave this field blank to specify that the item manager to approve a request of this type is the world item manager.
Note: Since this setting requires information on person and/or account except when the Country selection is blank, you may also need to define the Person and/or Account field in the request type. For more information on the Person and Account fields, see Customizing Request Type Fields - Person and Customizing Request Type Fields - Account.