Edit environment records

The Request Management Environment record defines options that enable or disable Request Management application functionality for all Request Management users. The Request Management Environment record has default settings. However, you can configure these settings to meet your business needs.

To configure the Request Management environment settings for line items, orders, or quotes, do the following.

  1. As a System Administrator, click the following to open application environment records:

    • System Administration > Ongoing Maintenance > Environment Records > Request Management Line Item Environment
    • System Administration > Ongoing Maintenance > Environment Records > Request Management Order Environment
    • System Administration > Ongoing Maintenance > Environment Records > Request Management Quote Environment

    Or click the following from Request Management:

    • Request Management > Maintenance > Administration > Line Item Environment
    • Request Management > Maintenance > Administration > Order Environment
    • Request Management > Maintenance > Administration > Quote Environment
  2. Select new options or clear default options. Your changes redefine the Request Management environment for all users.
  3. Determine the numbering format to establish for quotes, line items, or orders.
  4. Decide on a separator character between your main quote or order number and the included line items or parts, such as Q1234-001 and O2345-100.
  5. Determine the length of the unique number to be added (this will determine how often you may need to reset your numbers).
  6. Stockroom option: When a line item has been completely received, select whether it should be marked as "In Stock" or closed.
  7. When you have finished making your changes, click Save and OK.