Commercial Request for Service Handling

The Commercial Request for Handling screen handles the viewing, approving, and editing of Commercial Requests for Service.

Request Filter

This section functions like a filter or selection criteria section on a standard query screen. To view a list of commercial requests for service, enter the applicable criteria and click the Retrieve button. Results matching your criteria will display on the i-frame below. To start a new search, click the Clear button and enter new criteria.

Existing Requests

The work order number and unit/dept/comp numbers are hyperlinks to Work Order Main and Unit, Department, or Component Main respectively. You can edit the PO Cost and Vendor number if necessary.

Check Boxes

1. Require Approve - checking this box will change the status to REQAPPROVE and the request will have to be approved before it will appear on the Commercial Requests for Service tab on the Service Order screen.
2. Approve - checking this box will approve the request and set the status to APPROVED, it will no be available on the Commercial Requests for Service tab on the Service Order screen.
3. Ordered - this box will change the status to ORDERED. It will be checked automatically after the request is approved and added to a service order.
4. Ready - This will move the status to READY. It will be checked automatically after the service order the request is tied to is received on Service Order Receive. At this point, it is ready to be issue.

Note: Please see the System Flags and Privileges sections below.

Notes

Notes for the request can be viewed or entered by clicking on the Note icon at the end of the row for the request record.

Notifications

COMMERCIAL REQUEST FOR SERVICE REQUIRES APPROVAL - Can be configured via the Notification Manager screen. This notification will trigger email notifications (when enabled) for Commercial Requests for Service when needed.

Delete

To delete a request, click in the row to make it active. Click the Delete button at the top of the screen. The selected row will be highlighted. Click Save to complete the action.

Role Maintenance

The Commercial Request for Service Approval Amount field:

• If the Commercial Request for Service Approval Amount is left blank: No restrictions will be needed to approve commercial requests for service.

• If the Commercial Request for Service Approval Amount is entered as 0 (Zero): All commercial request for service will require an approval for this role.

• If the Commercial Request for Service Approval Amount is entered as a dollar value: Any commercial requests for service total exceeding this value would require an approval.

• Works in conjunction with the APPROVE SVC REQUEST and APP OWN SVC REQUEST privileges.

You must configure this on Role Maintenance.

System Flags

5452 - Default Vendor on Service Requests - This value will be the default vendor for approved service requests. If a vendor is entered, ALL approved service requests will be assigned this number in the vendor column on the Commercial Request for Service Handling screen.

5453 - Auto Create PO and Receive Approved Service Requests? (Y/N) - If this flag is set to Y, the system will automatically create a service order and receipt with the vendor number entered as the default vendor for flag 5452 (above) upon approving the service request. The request will then be in READY status and able to be issued.

Role Privileges

APP OWN SVC REQUEST - Allows the user to approve their own commercial requests for service.

APPROVE SERVICE REQUEST - Allows the user to approve commercial requests for service.

Last Updated: 01/04/2019

NOTE: To view a list of System Flags and Role Privileges that may impact this screen, hover over the screen title in M5 to display the bubble help/tooltip. At the bottom of the bubble help/tool tip, there is a Settings hyperlink. Click that hyperlink to display the list of flags and privileges.

Additional training and technical documents on this subject may be available in the Resource Files area.