Help on Requests

This activity will be to facilitate the user to search for the Customer Requests. The Customer Request could be either asking for a Quotation for Part Sale, Repair or Exchange.

Click the lens icon positioned next to the “Request #” field in the “Manage Customer Request” page.

The “Help on Requests” page appears.

Enter the following fields in the “Search Criteria” group box to search for a request. Data entry in the fields are optional:

Request #	The number identifying the customer request document.
Search On	Use the drop-down list box to select one of the following based on which you wish to retrieve the customer request for quotation. Request For - Select this option if you wish to retrieve customer Request for quotation based on the Request For type. The system lists the values ‘sale’, ’exchange’ and ‘repair’. By default the system leaves this field blank. Category - Select this option if you wish to retrieve customer Request for quotation based on the Request Category. The system lists the Category codes pertaining to the Category Code Type ‘Customer Request Category' defined in the Manage Category Codes activity of the Sales Setup business process. In addition, a blank value is loaded and the system defaults the same. User Status - Select this option if you wish to retrieve customer Request for quotation based on the User Status. The system lists the User Status codes pertaining to the Category Code Type ‘Customer Request User Status' defined in the Manage Category Codes activity of the Sales Setup business process. In addition, a blank value is loaded and the system defaults the same. Priority - Select this option if you wish to retrieve Customer Request for quotation based on the Priority. The system lists the Priority codes defined in the Manage Priority Codes activity of the Logistics Common Master business component. . In addition, a blank value is loaded and the system defaults the same. Created By – Select this option if you wish to retrieve customer Request for quotation based on the user who created the customer Request. Enter the value in the input field adjacent to the second drop-down list box. Customer Type - Select this option if you wish to retrieve Customer Request for quotation based on the Customer Type. The system lists the values ‘New’ and ‘Existing’. By default the system leaves this field blank. Customer Type ‘New’ refers to the Customers who are not defined in the system in the Customer master. Customer Type ‘Existing’ refers to those who are defined in the Customer master. The system displays the Request For by default. If you have selected Request For, Category, User Status, Quote Basis, Customer Type or Followup Overdue? from the first drop-down list box, select the value for the attribute from the second drop-down list box. Enter values in the input field adjacent to the second drop-down list box, if you have selected Created By.
Customer Name	The name of the customer for whom terms and conditions are recorded.
Part Info	Use the drop-down list box to select one of the following based on which you wish to retrieve the customer Request for quotation. · Part # - The part number of the part. · Part Description - The short name / description of the part. · Mfr. Part # - The manufacturer part number of the part · Mfr. # - The manufacturer number of the part. · New Part? – The status of the part (i.e.) The Part # in the Customer Request is not yet defined in the Part Administration business component. The system displays the Part # by default. If you have selected Part #, Part Description, Mfr. Part #, Mfr. # from the first drop-down list box, then enter the values in the input field adjacent to the second drop-down list box. Select any of the values ‘Yes’, ’No’ or ‘Blank’ from the second drop-down list box, if the “New Part?” is selected.
Request Date: From/To	The starting date and end date in the range of request dates, from which the request details must be retrieved (Date Format) in the first and second input boxes. Ensure this date is lesser than or equal to the system date. The system lists all the requests that are raised later than and equal to this date. Leave this field blank, to retrieve all the requests, irrespective of the starting date. The system leaves this field blank, by default.

Click the “Search” pushbutton to retrieve the search results.

The system displays the following in the “Search Results” multiline:

Request #	The identification number of the customer Request for quotation.
Request Date	The date on which the request is created.
Description	The description of the customer Request for quotation.
Status	The status of the request which could be “Draft”, “Fresh”, “Cancelled”, “Confirmed” or “Pre-Closed”.
Request For	The reason of the customer Request for quotation which is either ‘sale’, ’exchange’ or ‘repair’.
Customer #	The identification number of the customer associated with the Request.
Customer Name	The name of the customer associated with the Request.
Customer Type	The type of the customer which could be “New” or “Existing”.
Customer Ref. #	The internal reference number provided by the Customer for the customer request document.
Created By	The login user name of the user who created the Request.
Category	The category of the Customer Request document.
User Status	The user status of the Request.

Select the check box of the request that you wish to copy to the main page.
Click the “OK” pushbutton.