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 |
|---|---|---|
| A single word | cat
|
Topics that contain the word "cat". You will also find its grammatical variations, such as "cats". |
|
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 |
|---|---|---|
|
Two or more words in the same topic |
|
|
| Either word in a topic |
|
|
| Topics that do not contain a specific word or phrase |
|
|
| Topics that contain one string and do not contain another | ^ (caret) |
cat ^ mouse
|
| A combination of search types | ( ) parentheses |
|
- Events
- Request Management event services
- Request Management event controls
- Request Management events table
- Defining additional events
- Process external events from SCAuto
- Events and messages
- Add new events
- Create a background event record
- Event names and definitions
- Example event string start sequences
- External event services
- Line item events
- Quote events
- Order events
- Logical actions
- Record modification classes
Event names and definitions
Request Management includes several predefined system events. You can define additional events as needed. The following partial record list shows some of the most commonly used predefined system events, and to which Request Management areas they apply.
Commonly Used Predefined System Events
The following table describes predefined system events.
| Events | Area |
|---|---|
| alerts recalc | o (orders) |
| alerts recalc | q (quotes) |
| alerts reset | o |
| alerts reset | q |
| approval | o |
| approval | q |
| approval reeval | o |
| approval reeval | q |
| approval reset | o |
| approval reset | q |
| approved | o |
| approved | q |
| close category change |
o |
| close - category change |
q |
| close - partial received |
l (line items) |
Default List of System Event Names and Definitions
The following is the default list of system event names and definitions. (Some apply to certain areas, and others apply to all areas.)
| Event Name | Description |
|---|---|
| alerts recalc | The quote or order’s alerts have been recalculated. |
| alerts reset | The quote or order’s alerts have been reset. |
| approval | An operator has approved one of the approval requirements of an item. |
| approval reeval | The approval requirements of a quote/order have been reevaluated. |
| approval reset | The approval requirements of a quote/order have been reset. |
| approved | All approval requirements for an item have been approved. |
| close - category change |
The category of a quote/order has been manually changed. |
| close - partially received |
A line item has been closed, but not all of the ordered quantities have been received. |
| close - phase change |
The phase of an item has been closed due to a manual phase change. |
| close -- received |
A line item has been fully received; or, all of the line items of an order have been fully received. |
| close final | The final phase of an item is complete. The item is closed. |
| close phase | An intermediary phase of an item is complete, but the item is still open. |
| copy&open | An item (quote, order, or line item) has been copied to a new item. |
| disapproval | One of an item’s approval requirements has been denied. |
| disapproved | The quote/order is denied based on the Approval Status rules. |
| drop avail | A line item has been manually dropped from the available to order status. |
| due date notice | This contains sample system data. |
| gen order delayed | The background generate orders process has been delayed due to a posting process that has not yet completed. The generate orders schedule record has been updated to run at its next normally scheduled time. |
| late notice | This contains sample system data. |
| mark avail | A line item has been made available for order processing. |
| open | An item has been opened. |
| open next | The next phase of an item has been opened. |
| open next - category change |
A new phase has been started due to a manual category change. |
| open next - phase change |
The next phase has been started due to a manual phase change. |
| pending vendor - select |
A line item is pending the selection/assignment of a vendor and cannot be processed until the vendor is assigned. |
| post bg - error |
The line item that was targeted for posting could not be found. |
| post bg - excessive resched |
A background posting schedule record has been rescheduled more than three times. |
| post bg - process error |
During background posting of line item data, an unknown processing error occurred. |
| post bg - quote not found |
During background posting, the parent quote could not be found; no data was posted. |
| post bg - rescheduled |
The parent quote/order could not be locked. |
| posting not complete | When quantity > 0, and Received + BO’d + Cancel + Returned = 0 (the fields on ocml.receive.post format) |
| reeval | For approvals or alerts. |
| reopen | A closed item has been reopened. |
| reset | For approvals and alerts. |
| shortage | The OCM Order Create background processor attempted to process a quote line item; there is insufficient available inventory to satisfy the requirement of the line item. There are no open orders for this Part. |
| sap order pricing | SAP associates and verifies prices for individual items to be ordered. |
| sap purchase req | SAP processed Service Manager request and queries for items available to order. |
| sap quote pricing | SAP associates prices with items that are displayed on the Service Manager quote. |
| unapproval | An operator has retracted one of the approval requirements of an item. |
| update | An item has been updated. |
| waiting | The OCM Order Create Background processor attempted to process a quote line item; there is insufficient available inventory, but there is already an outstanding order for the Part. Waiting on receipt of item. |
Related topics
Request Management event services
Pre-implementation planning
