Related topics
On this panel you enter the control parameters that will be used when a new request is being created in the Work with requests and returns routine. The values specify which information must be entered during request entry.
Function keys
| Maintain req status codes | Access the Request status code table maintenance where you can add or edit request status codes. These codes are used to track the progress of a request, and determine the status level of these. |
- Initiation status
- Mandatory entry. Enter the initiation status which is used to automate the initial status of a request when created. During entry of a new request in the Work with requests and returns routine, the entry in this field will be used as the default request status, unless you change it at the time.
- Add time for queue
- Optional entry. The additional time entered in this field, in conjunction with the Call back function, can be used to control the queue position of requests (that is, which request will be given the highest priority). The Call back function allows you to record a date and time when call back was promised to or requested by the person reporting the request.
If no additional time is entered in this field, the position of requests waiting in queue is determined as follows:
- requests with call back set for past date/time
- requests without call back date/time
- requests with call back set for future date/time
If an entry is made in this field, for example 1:30 (1 hour and 30 minutes), the queue position is determined as follows:
- requests with call back set for a date/time prior to 1 hour and 30 minutes into the future
- requests without call back date/time
- requests with call back set for a date/time which is further into the future than 1 hour and 30 minutes
Current time is 14:43, additional time for queue (in this field) is 1:30.
1:30 plus 14:43 is 16:13.
This becomes the “cut-off” time for the queue. The queue positions are now derived as follows:- Call backs prior to or on today’s date at 16:13
- Call back time
- Call backs beyond 16:13 today
- Mand ext req code
- Indicate if it should be mandatory to enter the request code at the time of creation of a new request.
- Mand resolution code
- Indicate if it should be mandatory to enter the resolution code at the time of creation of a new request.
- Over-return allowed
- This field is specific to customer returns. Whenever customers return goods, the system verifies if the returned quantity is greater than the quantity that was dispatched. If this situation should occur the system can display either an error or a warning message to your employee informing him of the discrepancy in the amount of returned goods.
This field allows you to control what type of message the system will display. If you set this field to YES, a warning message will allow your employee to continue processing the return (i.e. the transaction will be accepted). If you set this field to NO, an error message will cause the system to reject the transaction and your employee will be able to accept the surplus goods.
Note: In both the warning and error messages the dispatched quantity and the accumulated returned quantity will be displayed.
- Auto assign handler
- This field controls if the handler code should be automatically defaulted whenever you enter a new request (i.e. you are in Add mode) or if the status and/or request code is changed on the request header. It also controls how it should be retrieved.
Code Description 1 The handler code should not be defaulted, meaning the field will be blank. 2 The handler code should be defaulted and retrieved from Work with DC1 user profiles. 3 The handler code should be defaulted and retrieved according to the workflow definition set up for the request/status code combination in the Work with request workflow file. Note: If a handler cannot be found according to the workflow definition, then the field will be blank. Optionally, the handler can then be manually entered.
- Claimed amount
- Indicate if you want to be able to enter the specific amount that is claimed by the business partner’s request, in the request header.
- Maintain new order
- Indicate if you want to be able to maintain the new order when order actions are created.
- Pos on reference
- Indicate if you want the cursor to automatically be positioned on reference.
- Type of reference
- If the Pos on reference field on this panel is set to YES, then enter the default type of reference.
- Default document type
- This field is an optional entry and is only applicable when the Type of reference is 6 (Invoice). Enter the default document type that will be defaulted on the Work with requests and returns panel when adding a new record.
- Default ext request
- Indicate if the external request code should automatically be defaulted in the request header.