Searching the Help
To search for information in the Help, type a word or phrase in the Search box. When you enter a group of words, OR is inferred. You can use Boolean operators to refine your search.
Results returned are case insensitive. However, results ranking takes case into account and assigns higher scores to case matches. Therefore, a search for "cats" followed by a search for "Cats" would return the same number of Help topics, but the order in which the topics are listed would be different.
Words and Phrases
| Search for | Example | Results |
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| A single word | cat
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Topics that contain the word "cat". You will also find its grammatical variations, such as "cats". |
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A phrase. You can specify that the search results contain a specific phrase. |
"cat food" (quotation marks) |
Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase. |
Using Boolean Operators
| Search for | Operator | Example |
|---|---|---|
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Two or more words in the same topic |
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| Either word in a topic |
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| Topics that do not contain a specific word or phrase |
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| Topics that contain one string and do not contain another | ^ (caret) |
cat ^ mouse
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| A combination of search types | ( ) parentheses |
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- Request Fulfillment configuration
- Create a request model
- Create a request category
- Add a subcategory to a request category
- Create a request task category
- Create a product catalog category
- Create a product catalog item
- Stock management
- Add a Request Fulfillment assignment group
- Add a Request Fulfillment approval definition
- Clone a request model
Stock management
As a sub-module in Request Fulfillment, stock management manages the stock information, including stock rooms, reorder rules, model vendors, and inventory configuration.
To access stock management, from the System Navigator, click Request Fulfillment > Stock Management. Then, you can access the following menu items for stock management.
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Stock Rooms
A stock room stores inventory information and generic information such as supporting locations and shipping address.
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Reorder Rules
You can create reorder rules by specifying reorder point and reorder amount for particular product catalog item in each stock room.
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Model Vendors
You can manage vendor/supplier information for particular product catalog item.
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Inventory Configuration
The configuration is referenced by the “Take Inventory” feature which calculates the amount of installed, reserved, available, and unavailable product catalog items in each stock room.
Create a reorder rule
Security Roles: Stock Manager
You can define reorder rules for particular product catalog items to facilitate or automate the reordering process.
To create a reoder rule, follow these steps:
- In the System Navigator, click Request Fulfillment > Stock Management > Reorder Rules.
- Click New. The Reorder Rule form is displayed.
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Create the reorder rule according to the following table:
Setting Description Part No. The part number of the product catalog item for which you want to create a reorder rule. Min. Ord. Amount The minimum order quantity for the product catalog item. If an operator requests less than this amount, the system will raise the requested amount to this amount. Max. Ord. Amount The maximum order quantity for the product catalog item. If an operator requests more than this amount, the system will lower the requested amount down to this amount. Lot Size (Ord.) The order amount is a multiple of this number. If not, the system will adjust it accordingly. Unit/Measure The standard unit of measure for the product catalog item. The valid values are defined in the “unitofmeasure” table. Send email to Stock Manager/Generate order - If Send email to Stock Manager is selected, a notification will be sent to the stock manager of the specific stockroom to inform the stock manager to create the order manually. If the stock manager for the specific stockroom is not specified, the default stock manager will be notified.
- If Generate order is selected, an order record with a purchase task is automatically generated based on the “Order” request model and the order assignee is the stock manager of the specific stockroom. If stock manager of the specific stockroom is not specified, the default stock manager will be assigned.
Default Stock Manager When the stock manager of the specific stockroom is not specified, the default stock manager will be notified or assigned.
Stockroom/Reorder Point/Reorder Amount You can specify the reorder point and reorder amount for each stockroom. - Click Save. The reorder rule is created.
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