Request Type (Window ID-244)
Window: Request Type
Description: Maintain Request Types
Help: Request Types are used for processing and categorizing requests. Options are Account Inquiry, Warranty Issue, etc.
Tab: Request Type
Description: Type of request (e.g. Inquiry, Complaint, ..)
Help: Request Types are used for processing and categorizing requests. Options are Account Inquiry, Warranty Issue, etc.
Name | Description | Help | Technical Data |
---|---|---|---|
Tenant | Tenant for this installation. | A Tenant is a company or a legal entity. You cannot share data between Tenants. | R_RequestType.AD_Client_ID numeric(10) Table Direct |
Organization | Organizational entity within tenant | An organization is a unit of your tenant or legal entity - examples are store, department. You can share data between organizations. | R_RequestType.AD_Org_ID numeric(10) Table Direct |
Name | Alphanumeric identifier of the entity | The name of an entity (record) is used as an default search option in addition to the search key. The name is up to 60 characters in length. | R_RequestType.Name character varying(60) String |
Description | Optional short description of the record | A description is limited to 255 characters. | R_RequestType.Description character varying(255) String |
Active | The record is active in the system | There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports.
There are two reasons for de-activating and not deleting records: (1) The system requires the record for audit purposes. (2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries. |
R_RequestType.IsActive character(1) Yes-No |
Status Category | Request Status Category | Category of Request Status enables to maintain different set of Status for different Request Categories | R_RequestType.R_StatusCategory_ID numeric(10) Table Direct |
Default | Default value | The Default Checkbox indicates if this record will be used as a default value. | R_RequestType.IsDefault character(1) Yes-No |
Self-Service | This is a Self-Service entry or this entry can be changed via Self-Service | Self-Service allows users to enter data or update their data. The flag indicates, that this record was entered or created via Self-Service or that the user can change it via the Self-Service functionality. | R_RequestType.IsSelfService character(1) Yes-No |
EMail when Due | Send EMail when Request becomes due | Send EMail when Request becomes due | R_RequestType.IsEMailWhenDue character(1) Yes-No |
Due Date Tolerance | Tolerance in days between the Date Next Action and the date the request is regarded as overdue | When the Date Next Action is passed, the Request becomes Due. After the Due Date Tolerance, the Request becomes Overdue. | R_RequestType.DueDateTolerance numeric(10) Integer |
EMail when Overdue | Send EMail when Request becomes overdue | Send EMail when Request becomes overdue | R_RequestType.IsEMailWhenOverdue character(1) Yes-No |
Auto Due Date Days | Automatic Due Date Days | If a due date is not defined and the Auto Due Days ins greater then zero, a due date in the number of days is automatically created. | R_RequestType.AutoDueDateDays numeric(10) Integer |
Invoiced | Is this invoiced? | If selected, invoices are created | R_RequestType.IsInvoiced character(1) Yes-No |
Confidentiality | Type of Confidentiality | R_RequestType.ConfidentialType character(1) List | |
Confidential Info | Can enter confidential information | When entering/updating Requests over the web, the user can mark his info as confidential | R_RequestType.IsConfidentialInfo character(1) Yes-No |
Create Change Request | Automatically create BOM (Engineering) Change Request | Create automatically a Product Bill of Material (Engineering) Change Request when the Request Group references a Product BOM | R_RequestType.IsAutoChangeRequest character(1) Yes-No |
Header Color | Header color of calendar dashlet | R_RequestType.HeaderColor character varying(7) String | |
Content Color | Content color of calendar dashlet | R_RequestType.ContentColor character varying(7) String |
Tab: Update Notification
Description: List Recipients for to receive Request Updates
Help:
Name | Description | Help | Technical Data |
---|---|---|---|
Tenant | Tenant for this installation. | A Tenant is a company or a legal entity. You cannot share data between Tenants. | R_RequestTypeUpdates.AD_Client_ID numeric(10) Table Direct |
Organization | Organizational entity within tenant | An organization is a unit of your tenant or legal entity - examples are store, department. You can share data between organizations. | R_RequestTypeUpdates.AD_Org_ID numeric(10) Table Direct |
Request Type | Type of request (e.g. Inquiry, Complaint, ..) | Request Types are used for processing and categorizing requests. Options are Account Inquiry, Warranty Issue, etc. | R_RequestTypeUpdates.R_RequestType_ID numeric(10) Table Direct |
User/Contact | User within the system - Internal or Business Partner Contact | The User identifies a unique user in the system. This could be an internal user or a business partner contact | R_RequestTypeUpdates.AD_User_ID numeric(10) Search |
Active | The record is active in the system | There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports.
There are two reasons for de-activating and not deleting records: (1) The system requires the record for audit purposes. (2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries. |
R_RequestTypeUpdates.IsActive character(1) Yes-No |
Self-Service | This is a Self-Service entry or this entry can be changed via Self-Service | Self-Service allows users to enter data or update their data. The flag indicates, that this record was entered or created via Self-Service or that the user can change it via the Self-Service functionality. | R_RequestTypeUpdates.IsSelfService character(1) Yes-No |