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Executing an item request

Prerequisites

  • SoftExpert PDM as part of the solutions acquired by your organization.
  • User defined as responsible for executing the request.
  • Previously issued item request.

 

Introduction

Once an item request is issued, the party responsible for the execution will receive a task, according to the object type and operation described below:

SoftExpert PDM

Object type Operation Request execution
Item Revision The Revision request task will be sent to the responsible party for them to revise the requested item.
Order
The Item request execution will be sent to the responsible party for them to execute the requested supply order.

 

Executing a revision request

1. Access the My tasks > PDM > Revision request execution menu.

2. Select the revision request task you wish to execute.

3. Click on the toolbar button.

4. Click on OK when the system asks whether you wish to create a new revision for the item.

5. On the data screen that will open, access the Revision section.

6. Make the desired changes.

7. Click on Accept revision to finish.

 

Executing an order request

1. Access the My tasks > PDM > Item request execution menu.

2. Select the order request task you wish to execute.

3. Click on the toolbar button.

4. On the screen that will open, enter the order execution data, such as the delivery date and the item storeroom.

5. Click on the button to finish the task.

 

Conclusion

Once the execution is completed, the next step is to close the request.


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