Model view

The model form is an alternate view of the model file. It displays the main part specifications and order fields, tied in with the current inventory, and provides control over when to reorder an item.

Add information to the model view

The model form is an alternate view of the model file. It displays the main part specifications and order fields tied to the current inventory.

To add information to the model file:

1. Click Request Management > Maintenance > Supporting Files > Model.

   A blank Request Management model form opens. Add information by creating a new record, or editing an existing record.

2. To edit the existing record:
   1. Use search or advanced search to find one or more records.
   2. Select a target record to edit.
   3. Edit the record.
   4. Click Save to save changes to an existing record.
3. To add a new record:
   1. Type the name of the Model.

   2. Add applicable information in the fields in the following tabs:

      Note If you are not sure what information is available in the fields on the tabs you select, see field help. To do this, place your cursor in the field, and then press Ctrl+H or select Help on field from the Help menu.

      • General tab: Stores information, such as the name of the file to post data to and the cost assigned to control the order of items that are presented for selection from the catalog when opening a line item.
      • Current Quantities tab: Stores stockroom information pertaining to quantities of items. For example, for serialized items, the number of units in the device file listed as installed and for non-serialized items, the number of units that have been delivered over the life of the item.
      • Reorder tab: Stores reorder information. For example, when an operator requests less than the amount entered in the Min Ord Amount field, then the amount the operator orders is adjusted upward to that amount.
      • Vendors tab: Stores specific vendor/supplier information for a product.
      • Catalog tab: Stores all the information about the inventories parts and items.
      • Software tab: Stores software information, such as licensing and installation information.
      • Picture tab: Insert an image into the model record. In a Windows client, right-click on the blank box,select Add, and then browse your directory to locate the image. In a Web client, click Specify Image, type the full path of the file in the File location text field or browse to the file, and then click OK.
   3. Click Add to add a new record.
   4. Click OK.

To use an existing model record to add a new model record:

1. Click Request Management > Maintenance > Supporting Files > Model.

   A blank Request Management model form opens.

2. Click Search to open a record list.
3. Select a record from the list to add a new model record.
4. Clear the Model field and type a new model name.
5. Add or change information on the form, in each of the fields in all the tabs, to select the applicable information for the new model record.

6. Click Add to add the new record.

   Caution Make sure that you do not click Save because doing so will replace the existing model with the new model you are attempting to add.

7. Click OK.

Related topics
Catalog view