Processing Item Requests

At times, the technician may require items to complete a repair. The technician can raise a request for the items from the Technician Workstation (TWS) portal and the items are issued from the Process Item Requests section.

 

Tip

To view the Item Requests from Technician page, click the Item Requests from Technician link.

To process the item requests

1.    Click the Inventory module.

2.    In the Actions section, click Process Item Requests.

3.    In the Item Requests from Technician section, specify the following search parameters to view the item requested by the technician:

o      In the FASTER or Vendor Item Number box, type the item number or the vendor item number.

o      In the Storeroom list, select the storeroom of the item.

o      In the Item Name box, type the name of the item.

o      In the Requested By list, select the technician who has requested for an item.

o      In the Asset Number box, type the unique number of the asset for which the item is requested.

o      In the Status list, select the status of the requested item.

Note: You can search the item requests with one of the following status:

·       Requested - Item request is raised by the technician.

·       Issued - Item requested is issued to the technician.

·       Partially Issued - Item requested is partially issued to the technician.

·       Partially Reserved - Item request where a quantity of Item requested is partially reserved.

·       Reserved - Item request where a quantity of Item requested is reserved.

·       Canceled - Item requested by the technician is canceled.

·       Parts Vendor Issued - Item request by the Inventory Import Utility (IIU) imported issue records.

·       On Order - Item request status is changed to On Order.

o      In the Document Number box, type the work order number.

o      In the Request ID box, type the item request id.

o      Select the Exact Match check box if you are sure that you have entered the correct text in the FASTER or Vendor Item Number, Item Name, Asset Number, Document Number or Request ID box.

4.    Click Search.

The Search Results grid displays the items requested based on the search parameter with the following information for each item:

Note: By default, the search results are grouped by Storeroom. To group the search results with the desired column, you can move the column near the Storeroom by dragging the column heading.

o      Request ID

o      FASTER Item Number

o      Item Name Request Comment

This column displays an item name or a request comment.

o      Requested Qty

o      Bin Location

o      Date/Time Requested

o      Requested By

o      Modified By

o      Available Qty

o      Status

o      Document Number

o      Repair Description

Move the pointer over a repair description to view the full description of a repair.

5.    In the Search Results grid, in the Action column, perform the following:

o      Click Edit to modify the details of the item request.

o      Click Issue to issue the item requested.

o      Click Reserve to reserve the item requested.

o      Click Release to undo the item reservation.

o      Click Renotify to send message to technician on an item request made earlier.

o      Click On Order to change status of the item request to On Order.

Navigation Tips:

  • You can expand or collapse panels by clicking on the arrow to the right of the title bars.
  • You can sort items by any column by clicking on that columns heading.
  • You can move the panels by clicking and dragging the panel to the desired location.
  • You can move the columns in the data grid by dragging the column heading to the desired location.
  • To save changes made to the panels and field positions of the grid on the tab, click the gear icon. The panel and field positions will look the same next time you access this tab.
  • To page through the list, use the arrows at the top or bottom of the panel. You can also specify here whether to display the entire list or thirty items at a time.

 

Exporting the Search Results Grid

You can export the Search Results grid in the following formats:

·       Microsoft Excel (.xlsx)

·       Microsoft Word (.docx)

·       Comma-Separated Values (.csv)

To export the search results grid

1.    Click the Microsoft Excel ( ), Microsoft Word ( ), or Comma-Separate Value ( ) icon in the upper-right corner of the Search Results grid.

The File Download dialog box opens prompting you to Open, Save, or Cancel.

2.    Click Save.

The Save As dialog box is displayed with the File Type of the selected format.

3.    Browse to the desired location, specify a file name, and then click Save.

The Search Results grid is saved in the specified format at the specified location.

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