View inventory requests

The Inventory Request page in Help Desk has many options. Based on permissions, you can:

• View your submitted requests, including details and history.
• View all submitted requests, including details and history.
• Edit requests.
• Assign and approve requests.
• Access the Request Inventory page.
• Customize your view.

To view inventory requests:

1. Select Inventory > View Inventory Requests. The Inventory Request page appears.
   
   
2. Do any of the following:
   • To view specific requests, click the Select Saved Filter drop-down.
   • To expand a request to see more detail, click .
   • To see request details, history, and have options such as edit, assign, and add notes, click the ID number.
   • To approve and assign a request, click .

To navigate the request Details tab:

• To see inventory details, click the hyperlink in the Name column.

• To update the request budget code, quantity, or stock location, click in the row you want to edit.

• To edit the request's building, space, room/area, description, or requested delivery date, click Edit at the bottom of the page.

• To add a note:

  1. Enter your note.
  2. If you do not want an email sent, deselect the Send Email checkbox.
  3. To add or delete email recipients, click Change Recipients, and select who you want.
  4. To limit the note to admin users, select the Internal checkbox.
• To add labor:
  1. Click Add Labor.
  2. If needed, update the User and Date.
  3. Enter the number of Hours.
  4. Select the rate type: Normal, Double Time, or Time And A Half.
  5. Use the Purpose, Problem Type, and Budget Code drop-downs to select data.
  6. Enter any Notes.
  7. To make other changes on the request details page, click Save, otherwise click Save & Complete Inventory Request.
• To approve the request, click Approve.
• To assign a user to the request, click Assign.
  1. If needed, change the Stock.

     • Only Deduct Quantity from Stock Location: By default, when the inventory request is processed and completed, the quantity will be deducted from the corresponding stock location.

     • Transfer Inventory to New Stock Location: This will transfer all the inventory in the request to the selected Stock Location that was entered during the initial request.

  2. Select the assignee(s) from the Assign multi-select drop-down.
  3. Click Assign.
• To view inventory, click Inventory List.