Ordered
Overview:
This section allows you to view all Purchase Requests that
have been ordered, but have not yet been received.
1. Ribbon Toolbar:
The Items Ordered ribbon toolbar will present several tabs
with varying options to address requests that appear in this view.
Items Ordered Tab
Preview Pane:
This section allows you to select how you would like to
view Items Ordered List and the Items Ordered Detail. You can select from
the following:
- Below: View the Items Ordered Detail below the Items
Ordered List.
- Right: View the Items Ordered Detail in a panel to the
right hand side of the Items Ordered List.
- Grid Only: View only the Items Ordered List.
- Recent Updates First: View most recent updates of the
request in the preview pane.
- Chronological Order: View updates to a request in the
order in which they were inserted.
Default Settings
- Set Current View as Default: Make a customized view
the default view for the Items Ordered window
- Restore System Defaults: Set the default view to
the original system view.
Request Tab
Insert
- Memo: Insert a memo into a request.
Change Property
- Title: Modify the title of a request.
- Requester: Change the user requesting service.
- Request Type: Select a different request type if other
types have been created using User Defined Fields.
Move To
- My Service: Move this request to your In Service folder.
- Another Rep’s Service: Move this request to another
Support Rep’s In
ServiceFolder.
- Dispatch: Move this request to Dispatch.
Schedule
- Begin Work: Specify when this request should be
addressed.
- Due By: Set a different Due Date for this request.
- Reminder: Set a reminder for a future date or time.
For more information please see Reminders.
Set Importance
- Urgency: View the urgency of a request as set by the
requester.
- Priority: Set the internal priority of this request.
Edit Memo
- Edit Memo: Edit text, time code information or time
worked for existing memos in this request. For more information, please see Edit Memos.
Automatic Email Update
- Updates: Turn email updates on or off for this
request.
- To: Select the recipients of the email update.
- Content: Specify whether to send the request history
or the current memo of the request.
For more information please see Automatic Email Updates.
Communication
- Send Email: Send an email from the request.
- Quick Message: Send a message as part of a thread from
the request. for more information please see Quick Messages.
2. Items Ordered Listing:
This section allows you to view a listing of all items that have been
ordered.
3. Items Ordered Detail:
This section allows you to view Purchase Request details regarding the items
that have been ordered.
This pane contains two tabs:
- Transaction Tab: Here you will find a listing of the
memos showing all of the activity for the selected request
- Properties Tab: This section shows you all the general
information about the request
Note: An Attachments tab will also appear if attachments have been
made to a request.
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See Also:
Adding a New Purchase Request
Approve Purchase
Requests
Declined Purchase
Requests
Received Purchase Requests