Item Requests Overview¶
The Item Requests table streamlines the request process for support or stock replenishment. With this feature, the requester can:
Request items to address a Case record or problem at a customer site.
Manage a shipment address to send items to a Formulatrix warehouse or somewhere near a demo site.
Replenish stocked items in the target warehouse.
Track requested items.
Item Request Table
The Process¶
Item Request Process and Status
Requesting/Returning Items
The field support engineer (FSE) or production manager (PM) requests that items/parts from a Formulatrix warehouse be sent to another Formulatrix warehouse or customer site. If any parts remain unused, the FSE can use the Item Request table to return the parts to the source warehouse. Upon submitting the request, TIGA automatically updates the status to Submitted.
Processing Request
The “Exim” team coordinates with the “Warehouse” and “Packing” teams to prepare shipments for requested/returned items and manually updates the status to In Progress.
Receiving Items
The “Warehouse” team or requester has to receive the requested/returned items upon arrival. TIGA then automatically updates the record status to Fulfilled or Fulfilled (Partial).
Each Item Request type has a particular use case.
Type |
Use Case |
---|---|
Field Service Parts Request |
Replaces parts in the customer’s instruments. Note This type is linked to the Case table or Quote if the customer has a service contract. The FSE must perform the logging part replacements in TIGA immediately after using the parts. |
Field Service Parts Return |
Returns unused parts to a Formulatrix warehouse. |
Field Service Warehouse Replenishment |
Stocks/replenishes parts in a support warehouse. Note The production manager maintains stocked parts in the Support warehouses to assist the “Support” team. Read more about setting minimum stock quantities. |
FSE Toolbox Request |
Replenishes parts in the Field Support Engineer (FSE) toolbox; for example, cables, chips, or other consumable parts. |
Engineering Request |
|
Item Request and Item Request Line Items Field Description¶
Each item request must have at least one line item. The requester needs to create an Item Request Line Items record to list the requested items. Read the following field descriptions in the Create New Item Requests and Create New Item Request Line Items windows to help you fill in the correct information.
Item Request
Item Request Line Item
Field Name |
Description |
---|---|
Item ID |
Lists the call number of an item. |
Item Description |
Displays information related to the item. |
Quantity |
Specifies the amount of the requested items. |
Is Partial Received |
Displays receipt information. This field is checked automatically if the Item Request status is updated to Fulfilled (Partial). |
In Stock |
Informs the number of available parts in the selected warehouse. |
Warehouse Name |
Informs the location of the selected items. |
Tip
Inline help—providing specific information on required fields and their proper completion—is available in the Item Requests window. Hover over a field to display the corresponding inline help at the bottom of the window.
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