Prerequisites

• Access to the Execution > Request issuance (SR003) menu.
• Previously configured request type.
• "Add" permission granted to the user in the request type, with private security.

Introduction

The Request issuance (SR003) menu allows for issuing requests aimed at the execution of multiple services.

Services refer to operations that can be performed by objects from other SoftExpert Suite components, such as document printing, project creation, item or supply revision, among others.

It is important to highlight that the object type to which the operation will be applied is defined in the request type, ensuring that the requested service is correctly targeted and executed.

In this step of the flow, a document print request will be issued, continuing the development of the example.

Issuing a request

Watch the video below to learn how to issue a request. All issuance resources will be covered:

See below the specific actions of each operation that the Object tab provides:

Object tab operations

Purchase	Click on the side toolbar button. On the screen that will open, select the template and enter the quantity and specifications of the asset you wish to purchase.
Cancellation	Select the document that must be cancelled in the available field.
Training creation	Select the course for which a training will be created in the available field. Then, click on the button. On the screen that will open, select the users who must participate in the training.
WO execution	Click on the button. On the screen that will open, select the template and the asset that must go through maintenance.
Print	Click on the button. On the screen that will open, select the documents you wish to print. Save the selection and enter the number of copies of each selected document that must be printed.
Output event	Select the storeroom to which the supply belongs and set the estimated date for the output event. Save the request record. Then, click on the button. On the screen that will open, select the desired object, enter the quantity that will be checked out, and save the selection.
Order	Select the supplier of the item/supply and set the expected check-in date. Then, click on the button. In the line that will be added, select the desired item/supply, then enter the quantity you wish to request and the unit cost of the item/supply.
Calibration record	Click on the button. On the screen that will open, select the asset that must be calibrated and save the record.
Reschedule action	Select the action you wish to reschedule. Only actions under execution are available for selection. To facilitate the search for the action, in the available field, select the action plan to which it belongs, if any. It is also possible to set the rescheduling start and end dates and to select another party to be responsible for the execution in the Who? field; moreover, a description for the rescheduling must be provided.
Revision	In the available field, select the object (asset, document, supply, item, process, program, project, or waste) that must be revised. In order for the object to be displayed, the revision must be configured in its type.

The actions of the Print and Calibration record operations are enabled in the Object tab only after the request data is saved for the first time.

 

In order for the item or supply to be available for selection in the order request, it must have gone through the following steps:

1. Access the SoftExpert Supplier > File > Supplier (SL001) menu and create a new supplier.

2. Access the item definition menu (IT011) or the supply definition menu (SU008) and create a new record.

3. Select a responsible team of which your user is part.

4. Access the Companies > Supplier tab and associate the supplier created in step 1.

5. Access the SoftExpert Storeroom > File > Storeroom (STM003) menu and create or edit a storeroom with a type whose object is PDM (item) or Supply, according to the order you wish to request.

6. On the storeroom data screen, access the Details > Storeroom objects tab and add the item or supply created in step 2.

 

 

 

Conclusion

Once the covered steps are followed, the request will be issued successfully! The next step consists of tracking the execution of the service.

If approval is configured, prior to the execution step, the responsible party will evaluate whether the issuance is ready to move on. In this sense, the request may return to this step in order to be adjusted. After this process, the issuance will be approved and sent for execution as usual.