Fulfill supply request
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Prerequisites
- SoftExpert Supply acquired by the organization.
- SoftExpert Request acquired by the organization.
- SoftExpert Warehouse acquired by the organization.
- User designated as responsible for handling the request.
- Request for supplies previously issued .
Presentation
After the supply request is issued, the person responsible for handling it will receive a task, according to the type of item and the operation described below:
SoftExpert Supply | |
| Operation | Service execution |
| Revision | The "Review Request Handling" task will be sent to the responsible party to review the requested supply. |
| Order | |
| The "Supply Request Fulfillment" task will be sent to the person responsible for processing the supply request. | |
| Outbound movement | The task "Handling outgoing movement request" will be sent to the person responsible for delivering the requested supplies. |
Fulfill order request
1. Access the menu My Tasks > Supplies > Supply Request Fulfillment .
2. Select the order request task you wish to fulfill.
3. Click the button 
on the toolbar.
4. On the screen that will open, fill in the order fulfillment details, such as the delivery date and the warehouse where the supplies were obtained.
5. Click the button 
to finish.
Fulfill review request
1. Access the menu My Tasks > Supply > Review Request Handling .
2. Select the review request task you wish to fulfill.
3. Click the button on the toolbar.
4. Click OK when the system asks if you want to create a new revision of the item.
5. On the data screen that will open, access the Review section .
6. Make the desired changes.
7. Click Accept review to finalize.
Fulfill outbound movement request
1. Access the menu My Tasks > Supply > Outgoing Movement Request Processing .
2. Select the outbound movement request task you wish to fulfill.
3. Click the button on the toolbar.
4. On the screen that will open, enter the date on which the outgoing transaction was processed.
5. Click the button to finish.
Conclusion
Once the request fulfillment stage is complete, the next step is to close it. If a closing step is configured for the request type, refer to the " Closing a Request" article in the SoftExpert Request manual to learn how to perform it. Otherwise, after the request is fulfilled, the task will be closed automatically.